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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Peter Recchia President
4WEALTH® FINANCIAL GROUP

Dave Mooney CEO
Alliant Credit Union

Matt Peterson Vice President of Sales & Operations
IdilusHR

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

Michael Norton Director Of Business Development
Houlihan Capital

Loren Trimble Managing Director and CEO
AArete

Kristi Ross Co-CEO & President
tastytrade

Stephanie Klein CEO
Braviant Holdings

Ray Grady Executive Vice President
CloudCraze

Joe Adams CEO
RSM McGladrey LLP

Mitch Zacks Principal
Zacks Investment Management

Peter B. Fair Managing Director
Golub Capital

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Kevin Werner CEO
Renovo Financial, LLC

David Lyon CEO
Main Street Financial

Frank Lee Partner
Weiss & Company LLP

Ted Devine CEO
Insureon

Zack Johnson CEO
Syndio

Dan Dooley CEO and Principal
Morris Anderson

Nathan Popkins Founder & CEO
Align Income Share Funding

Poonam Gupta CEO & President
Iyka

Glen Nielsen Author
Unvarnished Truth

John Higginson CTO
Enova International

Maz Pawar CEO
SA Capital Partners

Nihal Advani Founder & CEO
Georama

Dale Kluga President
Cobra Capital LLC

Paul J McEntee Partner
B2B CFO

Aaron Gillum Managing Partner
Caerus Investment Partners

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Rick Franklin Co-Managing Partner
Warady & Davis LLP

James Teppen Co-President
Gibraltar Business Capital

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Vicki Escarra CEO
Opportunity International

Dan Michelson CEO
Strata Decision Technology

Cayla Weisberg Partner
InvestHER Ventures

Neil Book President and CEO
Jet Support Services, Inc.

Eero Pikat President
Barchart

Lisa Giles CEO & President
Giles & Associates Consultancy

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

Al Goldstein CEO
AVANT

Mark Miller Partner & Financial Advisor
Focus On Success

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Chris Rentner Founder & CEO
Akouba

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Muhammad Azfar CEO
Auctus Capital Partners

Mike Giordano VP Client Consulting
FactSet

Peter Wilkins Managing Director
Hyde Park Angels

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Mark Achler Managing Director
MATH Venture Partners

Canh Tran Co-Founder & CEO
Rippleshot

Rich Fahn CEO
Excell Benefits Group

Dave Kauppi President
MidMarket Capital, Inc.

Todd Jones President
BBMC Mortgage

Jerome Grisko CEO & President
CBIZ, Inc.

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Tom Sosnoff Founder & Co-CEO
tastytrade

Richard Burke CEO
Envoy Global

Dan Abbate Founder & Co-CEO
81-c

Sean Conlon Founder and CEO
Conlon & Co

Rick Lane CEO
Trading Technologies

Sonia Nagar Partner
Pritzker Group Venture Capital

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Scott Kitun CEO
Technori

Sanjeev Krishnan MD & CIO
S2G Ventures

Andy Roe General Manager
SurePayroll

Joe Wright CEO
Access Mobility 24

Steve Kreynin CEO
Forte Group

Vamsi Bonthala CEO
Arbor Lodging Partners

Amy Francetic Managing Director
Energize Ventures

Drew Lydecker Co-Founder and President
AVANT

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Brian Liston Co-Founder & President
Seed CX

Tony Villa President and CEO
Insuresoft

Jared Kaplan CEO
OppLoans

David Macknin CEO and President
Alper Services

Jason Beans CEO
Rising Medical Solutions

John Wheeler CEO
Countryside Bank

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Steve Miller Partner and Co-Founder
Origin Ventures

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Robert Brown Founder and CEO
Options Away

Neal McNamara Co-Founder
Virtas Partners

Jessica Droste Yagan CEO
Impact Engine

Patrick Quinn Managing Director
Signature Chicago Wealth Management

William Towns Executive Director
Benefit Chicago

Dmitry Bresler President
Cambridge Lending Group

Michael Leonard Managing Partner
Leonard & Associates CPAs

Bob Burke Founder
Burke America

Bill McCabe President and CEO
A. Eicoff & Co.

Ralph Blust President
Insureon

Steve Kolber President and Managing Partner
FGMK, LLC

Thomas Flake Founder and CMO
bCause

CJ Montano Partner & Managing Director
Forte Group

Have The Guts To Do What Is Right

Investments Finance

Carol Lavin Bernick

, Polished Nickel Capital Management

Leslie Anderson Brings Talent And Technology Together To Drive BMO Harris Bank Forward

Leslie Anderson Brings Talent And Technology Together To Drive BMO Harris Bank Forward

Professional Services Finance

Leslie Anderson

, BMO Harris Bank

How InvestHER Ventures Sets Out To Help Build The Framework And Fundamentals To Success For Female Entrepreneurs

How InvestHER Ventures Sets Out To Help Build The Framework And Fundamentals To Success For Female Entrepreneurs

Investments Finance Technology

Cayla Weisberg

, InvestHER Ventures

Nathan Kinzinger Believes In A Culture Based Around Ensuring Client Success

Nathan Kinzinger Believes In A Culture Based Around Ensuring Client Success

Professional Services Finance Technology

Nathan Kinzinger

, Northwestern Mutual Chicago

$How Kruse Asset Management Relies On Math And Statistics To Avoid Bias During The Investment Process$ How Kruse Asset Management Relies On Math And Statistics To Avoid Bias During The Investment Process

Investments Finance

Stuart Kruse

, Kruse Asset Management

CEO Richard Burke Talks About Important Factors To Achieve Success

CEO Richard Burke Talks About Important Factors To Achieve Success

Legal Professional Services Finance

Richard Burke

, Envoy Global

How CEO Scott Kitun On Strong Leadership and Good Goal Setting

How CEO Scott Kitun On Strong Leadership and Good Goal Setting

Media and PR Professional Services Finance

Scott Kitun

, Technori

Director Michael Norton Navigates The Challenges Of the Finance Industry

Director Michael Norton Navigates The Challenges Of the Finance Industry

Investments Professional Services Finance

Michael Norton

, Houlihan Capital

How Co-founder Raymond Siffel Learned To Find His Voice And Own His Personality

How Co-founder Raymond Siffel Learned To Find His Voice And Own His Personality

Professional Services Finance Technology

Raymond Siffel

, CALIBR Merchant Solutions

Founder Bob Burke Measure Twice, Cut Once

Founder Bob Burke: Measure Twice, Cut Once

Investments Manufacturing Finance

Bob Burke

, Burke America

CEO Canh Tran Never Lose Sight Of Why You Got Into The Business

CEO Canh Tran: Never Lose Sight Of Why You Got Into The Business

Logistics Finance Technology

Canh Tran

, Rippleshot

CEO Muhammad Azfar: Having A Singular Focus On Delivering Value

Professional Services Finance

Muhammad Azfar

, Auctus Capital Partners

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Company Spotlight in Finance

MATH Venture Partners

Strata Decision Technology

Countryside Bank

Benefit Chicago

Alliant Credit Union

Gibraltar Business Capital

Caerus Investment Partners

Wealth Management Group, LLC

Dimitri P. Eliopoulos

Excell Benefits Group

SA Capital Partners

Trading Technologies

Houlihan Capital

Accretive Health Inc.

4WEALTH® FINANCIAL GROUP

Pritzker Group Venture Capital

Renovo Financial, LLC

MidMarket Capital, Inc.

Signature Chicago Wealth Management

Cobra Capital LLC

Sanjeev Krishnan

Jet Support Services, Inc.

Morris Anderson

Midwest Equity Mortgage LLC

Cambridge Lending Group

Access Mobility 24

Warady & Davis LLP

Auctus Capital Partners

MB Financial Bank

BMO Harris Bank

Leslie Anderson

A. Eicoff & Co.

Madison Street Capital, LLC

Charles Botchway

Jessica Droste Yagan

Zacks Investment Management

Main Street Financial

Hyde Park Angels

Virtas Partners

Focus On Success

Energize Ventures

DeAnn O’Donovan

Align Income Share Funding

Rising Medical Solutions

Enova International

Polished Nickel Capital Management

Carol Lavin Bernick

Chicago Interactive Marketing Association (CIMA)

The Cleveland Avenue Foundation for Education

Net Zero Analysis and Design Corp.

George Sullivan

Northwestern Mutual Chicago

Nathan Kinzinger

Braviant Holdings

Stephanie Klein

Giles & Associates Consultancy

CALIBR Merchant Solutions

Origin Ventures

Leonard & Associates CPAs

Michael Leonard

RSM McGladrey LLP

Chicago Teachers’ Pension Fund

Chuck Burbridge

Kruse Asset Management

Arbor Lodging Partners

InvestHER Ventures

Weiss & Company LLP

Unvarnished Truth

Opportunity International