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Finance

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CXO Spotlight in Finance

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Jerome Grisko CEO & President
CBIZ, Inc.

Scott Kitun CEO
Technori

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Steve Kolber President and Managing Partner
FGMK, LLC

Michael Leonard Managing Partner
Leonard & Associates CPAs

Dmitry Bresler President
Cambridge Lending Group

Bill McCabe President and CEO
A. Eicoff & Co.

David Lyon CEO
Main Street Financial

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Mark Miller Partner & Financial Advisor
Focus On Success

Aaron Gillum Managing Partner
Caerus Investment Partners

Jason Beans CEO
Rising Medical Solutions

Neal McNamara Co-Founder
Virtas Partners

Michael Norton Director Of Business Development
Houlihan Capital

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Chris Rentner Founder & CEO
Akouba

Dave Mooney CEO
Alliant Credit Union

Al Goldstein CEO
AVANT

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Zack Johnson CEO
Syndio

CJ Montano Partner & Managing Director
Forte Group

Stephanie Klein CEO
Braviant Holdings

Drew Lydecker Co-Founder and President
AVANT

Lisa Giles CEO & President
Giles & Associates Consultancy

William Towns Executive Director
Benefit Chicago

Sonia Nagar Partner
Pritzker Group Venture Capital

Peter B. Fair Managing Director
Golub Capital

Steve Miller Partner and Co-Founder
Origin Ventures

Nihal Advani Founder & CEO
Georama

Jared Kaplan CEO
OppLoans

Dan Abbate Founder & Co-CEO
81-c

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Sean Conlon Founder and CEO
Conlon & Co

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Dave Kauppi President
MidMarket Capital, Inc.

Eero Pikat President
Barchart

Tony Villa President and CEO
Insuresoft

Jessica Droste Yagan CEO
Impact Engine

Poonam Gupta CEO & President
Iyka

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

Dan Dooley CEO and Principal
Morris Anderson

Ted Devine CEO
Insureon

James Teppen Co-President
Gibraltar Business Capital

David Macknin CEO and President
Alper Services

Frank Lee Partner
Weiss & Company LLP

Glen Nielsen Author
Unvarnished Truth

Maz Pawar CEO
SA Capital Partners

Joe Wright CEO
Access Mobility 24

Muhammad Azfar CEO
Auctus Capital Partners

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Rich Fahn CEO
Excell Benefits Group

Tom Sosnoff Founder & Co-CEO
tastytrade

Steve Kreynin CEO
Forte Group

Mark Achler Managing Director
MATH Venture Partners

Rick Lane CEO
Trading Technologies

Todd Jones President
BBMC Mortgage

Amy Francetic Managing Director
Energize Ventures

Dale Kluga President
Cobra Capital LLC

Cayla Weisberg Partner
InvestHER Ventures

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Mike Giordano VP Client Consulting
FactSet

Rick Franklin Co-Managing Partner
Warady & Davis LLP

Vamsi Bonthala CEO
Arbor Lodging Partners

Canh Tran Co-Founder & CEO
Rippleshot

Vicki Escarra CEO
Opportunity International

Thomas Flake Founder and CMO
bCause

Kevin Werner CEO
Renovo Financial, LLC

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

Dan Michelson CEO
Strata Decision Technology

Neil Book President and CEO
Jet Support Services, Inc.

Matt Peterson Vice President of Sales & Operations
IdilusHR

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Bob Burke Founder
Burke America

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Ray Grady Executive Vice President
CloudCraze

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

John Higginson CTO
Enova International

Loren Trimble Managing Director and CEO
AArete

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Kristi Ross Co-CEO & President
tastytrade

Ralph Blust President
Insureon

Robert Brown Founder and CEO
Options Away

Peter Wilkins Managing Director
Hyde Park Angels

Joe Adams CEO
RSM McGladrey LLP

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Andy Roe General Manager
SurePayroll

Mitch Zacks Principal
Zacks Investment Management

Sanjeev Krishnan MD & CIO
S2G Ventures

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Richard Burke CEO
Envoy Global

John Wheeler CEO
Countryside Bank

Nathan Popkins Founder & CEO
Align Income Share Funding

Brian Liston Co-Founder & President
Seed CX

Paul J McEntee Partner
B2B CFO

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

Strata Decision Technology

Polished Nickel Capital Management

Carol Lavin Bernick

Cambridge Lending Group

RSM McGladrey LLP

Align Income Share Funding

Unvarnished Truth

CALIBR Merchant Solutions

Arbor Lodging Partners

4WEALTH® FINANCIAL GROUP

Rising Medical Solutions

Gibraltar Business Capital

Madison Street Capital, LLC

Charles Botchway

Dimitri P. Eliopoulos

MATH Venture Partners

Chicago Interactive Marketing Association (CIMA)

Pritzker Group Venture Capital

Warady & Davis LLP

BMO Harris Bank

Leslie Anderson

Opportunity International

Giles & Associates Consultancy

Midwest Equity Mortgage LLC

Origin Ventures

Alliant Credit Union

The Cleveland Avenue Foundation for Education

Braviant Holdings

Stephanie Klein

Auctus Capital Partners

Houlihan Capital

Caerus Investment Partners

InvestHER Ventures

Chicago Teachers’ Pension Fund

Chuck Burbridge

Benefit Chicago

Access Mobility 24

Excell Benefits Group

SA Capital Partners

Trading Technologies

Kruse Asset Management

Northwestern Mutual Chicago

Nathan Kinzinger

Enova International

Signature Chicago Wealth Management

Zacks Investment Management

Jessica Droste Yagan

Energize Ventures

Wealth Management Group, LLC

Virtas Partners

DeAnn O’Donovan

MB Financial Bank

Weiss & Company LLP

Cobra Capital LLC

MidMarket Capital, Inc.

Net Zero Analysis and Design Corp.

George Sullivan

Leonard & Associates CPAs

Michael Leonard

Accretive Health Inc.

Hyde Park Angels

A. Eicoff & Co.

Sanjeev Krishnan

Countryside Bank

Morris Anderson

Jet Support Services, Inc.

Main Street Financial

Renovo Financial, LLC

Focus On Success