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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Jason Beans CEO
Rising Medical Solutions

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Rich Fahn CEO
Excell Benefits Group

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Drew Lydecker Co-Founder and President
AVANT

Joe Wright CEO
Access Mobility 24

Ralph Blust President
Insureon

Sonia Nagar Partner
Pritzker Group Venture Capital

CJ Montano Partner & Managing Director
Forte Group

Kristi Ross Co-CEO & President
tastytrade

Dan Michelson CEO
Strata Decision Technology

Vamsi Bonthala CEO
Arbor Lodging Partners

James Teppen Co-President
Gibraltar Business Capital

Ted Devine CEO
Insureon

Neil Book President and CEO
Jet Support Services, Inc.

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Mike Giordano VP Client Consulting
FactSet

Sanjeev Krishnan MD & CIO
S2G Ventures

Jerome Grisko CEO & President
CBIZ, Inc.

Sean Conlon Founder and CEO
Conlon & Co

Dmitry Bresler President
Cambridge Lending Group

Dale Kluga President
Cobra Capital LLC

Steve Kolber President and Managing Partner
FGMK, LLC

Steve Kreynin CEO
Forte Group

Michael Leonard Managing Partner
Leonard & Associates CPAs

Andy Roe General Manager
SurePayroll

Zack Johnson CEO
Syndio

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Eero Pikat President
Barchart

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Chris Rentner Founder & CEO
Akouba

Brian Liston Co-Founder & President
Seed CX

Glen Nielsen Author
Unvarnished Truth

Amy Francetic Managing Director
Energize Ventures

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Mark Achler Managing Director
MATH Venture Partners

Joe Adams CEO
RSM McGladrey LLP

Cayla Weisberg Partner
InvestHER Ventures

Robert Brown Founder and CEO
Options Away

Richard Burke CEO
Envoy Global

Scott Kitun CEO
Technori

Peter Wilkins Managing Director
Hyde Park Angels

Michael Norton Director Of Business Development
Houlihan Capital

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Rick Lane CEO
Trading Technologies

George Sullivan Senior Principal and CEO
Net Zero Analysis and Design Corp.

Canh Tran Co-Founder & CEO
Rippleshot

Paul J McEntee Partner
B2B CFO

Aaron Gillum Managing Partner
Caerus Investment Partners

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Vicki Escarra CEO
Opportunity International

Jared Kaplan CEO
OppLoans

Al Goldstein CEO
AVANT

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Jessica Droste Yagan CEO
Impact Engine

Dan Dooley CEO and Principal
Morris Anderson

Mitch Zacks Principal
Zacks Investment Management

Mark Miller Partner & Financial Advisor
Focus On Success

Nihal Advani Founder & CEO
Georama

Dave Mooney CEO
Alliant Credit Union

Kevin Werner CEO
Renovo Financial, LLC

Bill McCabe President and CEO
A. Eicoff & Co.

Bob Burke Founder
Burke America

Lisa Giles CEO & President
Giles & Associates Consultancy

David Lyon CEO
Main Street Financial

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Matt Peterson Vice President of Sales & Operations
IdilusHR

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Peter B. Fair Managing Director
Golub Capital

Ray Grady Executive Vice President
CloudCraze

Todd Jones President
BBMC Mortgage

John Wheeler CEO
Countryside Bank

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Steve Miller Partner and Co-Founder
Origin Ventures

Maz Pawar CEO
SA Capital Partners

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Tom Sosnoff Founder & Co-CEO
tastytrade

Muhammad Azfar CEO
Auctus Capital Partners

Thomas Flake Founder and CMO
bCause

David Macknin CEO and President
Alper Services

Dave Kauppi President
MidMarket Capital, Inc.

Dan Abbate Founder & Co-CEO
81-c

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Loren Trimble Managing Director and CEO
AArete

Leslie Anderson SVP, U.S. Head of Business Banking Treasury and Payment Solutions
BMO Harris Bank

Stephanie Klein CEO
Braviant Holdings

Frank Lee Partner
Weiss & Company LLP

Nathan Popkins Founder & CEO
Align Income Share Funding

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Neal McNamara Co-Founder
Virtas Partners

William Towns Executive Director
Benefit Chicago

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Poonam Gupta CEO & President
Iyka

Tony Villa President and CEO
Insuresoft

John Higginson CTO
Enova International

Put Your People First

Professional Services Finance

David Macknin

, Alper Services

Do What Is Right For The Customer

Investments Professional Services Finance

Jared Kaplan

, OppLoans

Be Future-Proof

Professional Services Finance Technology

CJ Montano

, Forte Group

Be Brutally Honest With Clients

Investments Professional Services Finance

Charles Botchway

, Madison Street Capital, LLC

Take A Step Back

Investments Finance

Maz Pawar

, SA Capital Partners

Opportunity Is All Around You

Education Finance

Kristi Ross

, tastytrade

Find People Who Are A Good Culture Fit

Professional Services Finance

DeAnn O’Donovan

, AHP Servicing

Treat Everyone Like You Want To Be Treated

Professional Services Finance

Ralph Blust

, Insureon

Respect Is Earned Not Taken

Respect Is Earned Not Taken

Investments Finance

Sonia Nagar

, Pritzker Group Venture Capital

Business Is War, Perception Is Reality

Business Is War, Perception Is Reality

Professional Services Finance Technology

Drew Lydecker

, AVANT

Every No Is One Step Closer To A Yes

Every No Is One Step Closer To A Yes

Investments Finance

Amy Francetic

, Energize Ventures

Get Somebody Even Better Than You

Get Somebody Even Better Than You

Investments Finance

Dan Abbate

, 81-c

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Company Spotlight in Finance

Gibraltar Business Capital

Main Street Financial

Align Income Share Funding

Morris Anderson

Sanjeev Krishnan

Virtas Partners

Dimitri P. Eliopoulos

Cobra Capital LLC

Signature Chicago Wealth Management

Cambridge Lending Group

Houlihan Capital

MATH Venture Partners

RSM McGladrey LLP

Chicago Interactive Marketing Association (CIMA)

Renovo Financial, LLC

Kruse Asset Management

Auctus Capital Partners

4WEALTH® FINANCIAL GROUP

Midwest Equity Mortgage LLC

Energize Ventures

Jet Support Services, Inc.

Jessica Droste Yagan

Opportunity International

SA Capital Partners

Warady & Davis LLP

Chicago Teachers’ Pension Fund

Chuck Burbridge

The Cleveland Avenue Foundation for Education

Hyde Park Angels

InvestHER Ventures

Benefit Chicago

Net Zero Analysis and Design Corp.

George Sullivan

DeAnn O’Donovan

A. Eicoff & Co.

Rising Medical Solutions

Northwestern Mutual Chicago

Nathan Kinzinger

BMO Harris Bank

Leslie Anderson

Pritzker Group Venture Capital

Strata Decision Technology

MidMarket Capital, Inc.

Weiss & Company LLP

Madison Street Capital, LLC

Charles Botchway

Excell Benefits Group

CALIBR Merchant Solutions

Arbor Lodging Partners

Zacks Investment Management

Leonard & Associates CPAs

Michael Leonard

Enova International

Polished Nickel Capital Management

Carol Lavin Bernick

Caerus Investment Partners

Focus On Success

Countryside Bank

Accretive Health Inc.

Trading Technologies

Alliant Credit Union

Braviant Holdings

Stephanie Klein

Access Mobility 24

Wealth Management Group, LLC

Giles & Associates Consultancy

MB Financial Bank

Origin Ventures

Unvarnished Truth