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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Chris Rentner Founder & CEO
Akouba

Thomas Flake Founder and CMO
bCause

Dale Kluga President
Cobra Capital LLC

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Neal McNamara Co-Founder
Virtas Partners

Michael Norton Director Of Business Development
Houlihan Capital

Cayla Weisberg Partner
InvestHER Ventures

William Towns Executive Director
Benefit Chicago

Mark Miller Partner & Financial Advisor
Focus On Success

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Steve Kreynin CEO
Forte Group

Peter Wilkins Managing Director
Hyde Park Angels

Aaron Gillum Managing Partner
Caerus Investment Partners

Jared Kaplan CEO
OppLoans

Mike Giordano VP Client Consulting
FactSet

Nihal Advani Founder & CEO
Georama

Rich Fahn CEO
Excell Benefits Group

Todd Jones President
BBMC Mortgage

Mitch Zacks Principal
Zacks Investment Management

Nathan Popkins Founder & CEO
Align Income Share Funding

Maz Pawar CEO
SA Capital Partners

Canh Tran Co-Founder & CEO
Rippleshot

Dave Kauppi President
MidMarket Capital, Inc.

Scott Kitun CEO
Technori

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Stephanie Klein CEO
Braviant Holdings

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Loren Trimble Managing Director and CEO
AArete

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Jerome Grisko CEO & President
CBIZ, Inc.

Rick Lane CEO
Trading Technologies

John Higginson CTO
Enova International

Vamsi Bonthala CEO
Arbor Lodging Partners

Kevin Werner CEO
Renovo Financial, LLC

Dmitry Bresler President
Cambridge Lending Group

Tom Sosnoff Founder & Co-CEO
tastytrade

Jason Beans CEO
Rising Medical Solutions

Andy Roe General Manager
SurePayroll

Brian Liston Co-Founder & President
Seed CX

Vicki Escarra CEO
Opportunity International

Jessica Droste Yagan CEO
Impact Engine

Joe Wright CEO
Access Mobility 24

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Neil Book President and CEO
Jet Support Services, Inc.

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

Matt Peterson Vice President of Sales & Operations
IdilusHR

Bill McCabe President and CEO
A. Eicoff & Co.

Sonia Nagar Partner
Pritzker Group Venture Capital

Dave Mooney CEO
Alliant Credit Union

Mark Achler Managing Director
MATH Venture Partners

Lisa Giles CEO & President
Giles & Associates Consultancy

Paul J McEntee Partner
B2B CFO

Steve Kolber President and Managing Partner
FGMK, LLC

Ray Grady Executive Vice President
CloudCraze

David Lyon CEO
Main Street Financial

Al Goldstein CEO
AVANT

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Dan Dooley CEO and Principal
Morris Anderson

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Poonam Gupta CEO & President
Iyka

James Teppen Co-President
Gibraltar Business Capital

Frank Lee Partner
Weiss & Company LLP

Zack Johnson CEO
Syndio

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

Sanjeev Krishnan MD & CIO
S2G Ventures

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Michael Leonard Managing Partner
Leonard & Associates CPAs

Amy Francetic Managing Director
Energize Ventures

Bob Burke Founder
Burke America

John Wheeler CEO
Countryside Bank

Drew Lydecker Co-Founder and President
AVANT

Joe Adams CEO
RSM McGladrey LLP

Richard Burke CEO
Envoy Global

Tony Villa President and CEO
Insuresoft

Ted Devine CEO
Insureon

Kristi Ross Co-CEO & President
tastytrade

Glen Nielsen Author
Unvarnished Truth

Muhammad Azfar CEO
Auctus Capital Partners

Steve Miller Partner and Co-Founder
Origin Ventures

Robert Brown Founder and CEO
Options Away

CJ Montano Partner & Managing Director
Forte Group

David Macknin CEO and President
Alper Services

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Ralph Blust President
Insureon

Dan Michelson CEO
Strata Decision Technology

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Dan Abbate Founder & Co-CEO
81-c

Peter B. Fair Managing Director
Golub Capital

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Sean Conlon Founder and CEO
Conlon & Co

Eero Pikat President
Barchart

Carol Lavin Bernick CEO
Polished Nickel Capital Management

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

SA Capital Partners

Opportunity International

Zacks Investment Management

Signature Chicago Wealth Management

Caerus Investment Partners

Hyde Park Angels

MidMarket Capital, Inc.

Align Income Share Funding

Gibraltar Business Capital

Net Zero Analysis and Design Corp.

George Sullivan

Polished Nickel Capital Management

Carol Lavin Bernick

Madison Street Capital, LLC

Charles Botchway

Chicago Teachers’ Pension Fund

Chuck Burbridge

MATH Venture Partners

Dimitri P. Eliopoulos

Braviant Holdings

Stephanie Klein

Accretive Health Inc.

Alliant Credit Union

Morris Anderson

Countryside Bank

BMO Harris Bank

Leslie Anderson

Unvarnished Truth

Kruse Asset Management

Energize Ventures

RSM McGladrey LLP

The Cleveland Avenue Foundation for Education

Cobra Capital LLC

Jet Support Services, Inc.

4WEALTH® FINANCIAL GROUP

Wealth Management Group, LLC

Midwest Equity Mortgage LLC

Enova International

Excell Benefits Group

Cambridge Lending Group

Strata Decision Technology

Trading Technologies

Origin Ventures

Benefit Chicago

Sanjeev Krishnan

Jessica Droste Yagan

Leonard & Associates CPAs

Michael Leonard

Arbor Lodging Partners

Chicago Interactive Marketing Association (CIMA)

Weiss & Company LLP

Giles & Associates Consultancy

Warady & Davis LLP

Virtas Partners

Northwestern Mutual Chicago

Nathan Kinzinger

Main Street Financial

Access Mobility 24

CALIBR Merchant Solutions

A. Eicoff & Co.

Auctus Capital Partners

Rising Medical Solutions

Renovo Financial, LLC

Focus On Success

DeAnn O’Donovan

InvestHER Ventures

Pritzker Group Venture Capital

MB Financial Bank

Houlihan Capital