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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Tony Villa President and CEO
Insuresoft

Sanjeev Krishnan MD & CIO
S2G Ventures

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Dan Michelson CEO
Strata Decision Technology

Mitch Zacks Principal
Zacks Investment Management

Todd Jones President
BBMC Mortgage

Drew Lydecker Co-Founder and President
AVANT

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Dale Kluga President
Cobra Capital LLC

James Teppen Co-President
Gibraltar Business Capital

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Glen Nielsen Author
Unvarnished Truth

Mark Achler Managing Director
MATH Venture Partners

Ray Grady Executive Vice President
CloudCraze

Lisa Giles CEO & President
Giles & Associates Consultancy

Al Goldstein CEO
AVANT

Dave Mooney CEO
Alliant Credit Union

John Wheeler CEO
Countryside Bank

Kevin Werner CEO
Renovo Financial, LLC

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Kristi Ross Co-CEO & President
tastytrade

Poonam Gupta CEO & President
Iyka

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Richard Burke CEO
Envoy Global

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Peter B. Fair Managing Director
Golub Capital

Michael Leonard Managing Partner
Leonard & Associates CPAs

Rick Lane CEO
Trading Technologies

Muhammad Azfar CEO
Auctus Capital Partners

Steve Miller Partner and Co-Founder
Origin Ventures

Brian Liston Co-Founder & President
Seed CX

Peter Wilkins Managing Director
Hyde Park Angels

Chris Rentner Founder & CEO
Akouba

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

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

Sean Conlon Founder and CEO
Conlon & Co

John Higginson CTO
Enova International

Vicki Escarra CEO
Opportunity International

Joe Wright CEO
Access Mobility 24

Robert Brown Founder and CEO
Options Away

Neil Book President and CEO
Jet Support Services, Inc.

Vamsi Bonthala CEO
Arbor Lodging Partners

Dan Abbate Founder & Co-CEO
81-c

Cayla Weisberg Partner
InvestHER Ventures

William Towns Executive Director
Benefit Chicago

Mark Miller Partner & Financial Advisor
Focus On Success

Paul J McEntee Partner
B2B CFO

Jason Beans CEO
Rising Medical Solutions

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Jared Kaplan CEO
OppLoans

Matt Peterson Vice President of Sales & Operations
IdilusHR

David Lyon CEO
Main Street Financial

Mike Giordano VP Client Consulting
FactSet

CJ Montano Partner & Managing Director
Forte Group

Steve Kreynin CEO
Forte Group

Andy Roe General Manager
SurePayroll

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Dan Dooley CEO and Principal
Morris Anderson

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Scott Kitun CEO
Technori

Thomas Flake Founder and CMO
bCause

Tom Sosnoff Founder & Co-CEO
tastytrade

Loren Trimble Managing Director and CEO
AArete

Frank Lee Partner
Weiss & Company LLP

Dave Kauppi President
MidMarket Capital, Inc.

Amy Francetic Managing Director
Energize Ventures

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Zack Johnson CEO
Syndio

Rick Franklin Co-Managing Partner
Warady & Davis LLP

David Macknin CEO and President
Alper Services

Aaron Gillum Managing Partner
Caerus Investment Partners

Canh Tran Co-Founder & CEO
Rippleshot

Dmitry Bresler President
Cambridge Lending Group

Bob Burke Founder
Burke America

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Michael Norton Director Of Business Development
Houlihan Capital

Joe Adams CEO
RSM McGladrey LLP

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Nathan Popkins Founder & CEO
Align Income Share Funding

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Nihal Advani Founder & CEO
Georama

Eero Pikat President
Barchart

Stephanie Klein CEO
Braviant Holdings

Steve Kolber President and Managing Partner
FGMK, LLC

Bill McCabe President and CEO
A. Eicoff & Co.

Ted Devine CEO
Insureon

Jerome Grisko CEO & President
CBIZ, Inc.

Sonia Nagar Partner
Pritzker Group Venture Capital

Ralph Blust President
Insureon

Rich Fahn CEO
Excell Benefits Group

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Maz Pawar CEO
SA Capital Partners

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

Neal McNamara Co-Founder
Virtas Partners

Jessica Droste Yagan CEO
Impact Engine

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

DeAnn O’Donovan

Jet Support Services, Inc.

Align Income Share Funding

Energize Ventures

Strata Decision Technology

RSM McGladrey LLP

Chicago Interactive Marketing Association (CIMA)

Kruse Asset Management

4WEALTH® FINANCIAL GROUP

Focus On Success

Accretive Health Inc.

Midwest Equity Mortgage LLC

InvestHER Ventures

Giles & Associates Consultancy

Rising Medical Solutions

Chicago Teachers’ Pension Fund

Chuck Burbridge

Wealth Management Group, LLC

Leonard & Associates CPAs

Michael Leonard

Countryside Bank

MATH Venture Partners

MB Financial Bank

Renovo Financial, LLC

MidMarket Capital, Inc.

Main Street Financial

Weiss & Company LLP

Cobra Capital LLC

Net Zero Analysis and Design Corp.

George Sullivan

Signature Chicago Wealth Management

Caerus Investment Partners

Auctus Capital Partners

Dimitri P. Eliopoulos

BMO Harris Bank

Leslie Anderson

Morris Anderson

Trading Technologies

Excell Benefits Group

Zacks Investment Management

Enova International

Alliant Credit Union

SA Capital Partners

A. Eicoff & Co.

CALIBR Merchant Solutions

Braviant Holdings

Stephanie Klein

Warady & Davis LLP

Unvarnished Truth

The Cleveland Avenue Foundation for Education

Jessica Droste Yagan

Sanjeev Krishnan

Gibraltar Business Capital

Pritzker Group Venture Capital

Origin Ventures

Houlihan Capital

Northwestern Mutual Chicago

Nathan Kinzinger

Polished Nickel Capital Management

Carol Lavin Bernick

Virtas Partners

Access Mobility 24

Benefit Chicago

Arbor Lodging Partners

Opportunity International

Madison Street Capital, LLC

Charles Botchway

Hyde Park Angels

Cambridge Lending Group