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CXO Spotlight in Finance
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Sonia Nagar
Partner
Pritzker Group Venture Capital
Bryan Duncan
Co-Founder, Director & EVP
Signature Bank
Tony Villa
President and CEO
Insuresoft
Amy Francetic
Managing Director
Energize Ventures
Craig Bolanos
Founding Partner & CEO
Wealth Management Group, LLC
Dimitri P. Eliopoulos
Partner and Managing Director
RMB Capital
Michael Leonard
Managing Partner
Leonard & Associates CPAs
David Lyon
CEO
Main Street Financial
Mike Giordano
VP Client Consulting
FactSet
Dave Mooney
CEO
Alliant Credit Union
Thomas Flake
Founder and CMO
bCause
Steve Miller
Partner and Co-Founder
Origin Ventures
Eric Whobrey
President
Chicago Interactive Marketing Association (CIMA)
Tom Sosnoff
Founder & Co-CEO
tastytrade
George Sullivan
Senior Principal and CEO
Net Zero Analysis and Design Corp.
Mark Miller
Partner & Financial Advisor
Focus On Success
Peter Wilkins
Managing Director
Hyde Park Angels
Jason Beans
CEO
Rising Medical Solutions
Dan Abbate
Founder & Co-CEO
81-c
Dale Kluga
President
Cobra Capital LLC
Mitch Zacks
Principal
Zacks Investment Management
Poonam Gupta
CEO & President
Iyka
Vicki Escarra
CEO
Opportunity International
Chris Rentner
Founder & CEO
Akouba
Matt Peterson
Vice President of Sales & Operations
IdilusHR
Cayla Weisberg
Partner
InvestHER Ventures
Zack Johnson
CEO
Syndio
Carol Lavin Bernick
CEO
Polished Nickel Capital Management
Pete Gabrione
Managing Member
Midwest Equity Mortgage LLC
Rich Fahn
CEO
Excell Benefits Group
Kristi Ross
Co-CEO & President
tastytrade
Nathan Kinzinger
Wealth Management Advisor
Northwestern Mutual Chicago
Bob Burke
Founder
Burke America
Steve Kreynin
CEO
Forte Group
Maz Pawar
CEO
SA Capital Partners
John Higginson
CTO
Enova International
Ralph Blust
President
Insureon
Peter Recchia
President
4WEALTH® FINANCIAL GROUP
Patrick Quinn
Managing Director
Signature Chicago Wealth Management
Joe Wright
CEO
Access Mobility 24
William Towns
Executive Director
Benefit Chicago
James Teppen
Co-President
Gibraltar Business Capital
Leslie Anderson
SVP, U.S. Head of Business Banking Treasury and Payment Solutions
BMO Harris Bank
Dr. Emad Rizk
President and CEO
Accretive Health Inc.
Steve Kolber
President and Managing Partner
FGMK, LLC
Eero Pikat
President
Barchart
CJ Montano
Partner & Managing Director
Forte Group
Charles Botchway
Founder & CEO
Madison Street Capital, LLC
Bill McCabe
President and CEO
A. Eicoff & Co.
Nihal Advani
Founder & CEO
Georama
Neal McNamara
Co-Founder
Virtas Partners
Michael Norton
Director Of Business Development
Houlihan Capital
Muhammad Azfar
CEO
Auctus Capital Partners
Mark Achler
Managing Director
MATH Venture Partners
Dawn Reese
Director of Strategy
The Cleveland Avenue Foundation for Education
Al Goldstein
CEO
AVANT
Drew Lydecker
Co-Founder and President
AVANT
Raymond Siffel
Co- Founder & Managing Partner
CALIBR Merchant Solutions
Frank Lee
Partner
Weiss & Company LLP
Neil Book
President and CEO
Jet Support Services, Inc.
Ray Grady
Executive Vice President
CloudCraze
John Wheeler
CEO
Countryside Bank
Kevin Werner
CEO
Renovo Financial, LLC
Nathan Popkins
Founder & CEO
Align Income Share Funding
Stephanie Klein
CEO
Braviant Holdings
Loren Trimble
Managing Director and CEO
AArete
Todd Jones
President
BBMC Mortgage
Peter B. Fair
Managing Director
Golub Capital
DeAnn O’Donovan
President & Chief Executive Officer
AHP Servicing
Glen Nielsen
Author
Unvarnished Truth
David Macknin
CEO and President
Alper Services
Chuck Burbridge
Executive Director
Chicago Teachers’ Pension Fund
Sanjeev Krishnan
MD & CIO
S2G Ventures
Brian Liston
Co-Founder & President
Seed CX
Vamsi Bonthala
CEO
Arbor Lodging Partners
Canh Tran
Co-Founder & CEO
Rippleshot
Stuart Kruse
President & Chief Investment Advisor
Kruse Asset Management
Dan Dooley
CEO and Principal
Morris Anderson
Rick Lane
CEO
Trading Technologies
Scott Kitun
CEO
Technori
Paul J McEntee
Partner
B2B CFO
Dmitry Bresler
President
Cambridge Lending Group
Lisa Giles
CEO & President
Giles & Associates Consultancy
Richard Burke
CEO
Envoy Global
Sean Conlon
Founder and CEO
Conlon & Co
Dave Kauppi
President
MidMarket Capital, Inc.
Aaron Gillum
Managing Partner
Caerus Investment Partners
Joe Adams
CEO
RSM McGladrey LLP
Jared Kaplan
CEO
OppLoans
Jessica Droste Yagan
CEO
Impact Engine
Robert Brown
Founder and CEO
Options Away
Jerome Grisko
CEO & President
CBIZ, Inc.
Rick Franklin
Co-Managing Partner
Warady & Davis LLP
Andy Roe
General Manager
SurePayroll
Ted Devine
CEO
Insureon
Dan Michelson
CEO
Strata Decision Technology
Sonia Nagar
Partner
Pritzker Group Venture Capital
Bryan Duncan
Co-Founder, Director & EVP
Signature Bank
Tony Villa
President and CEO
Insuresoft
Amy Francetic
Managing Director
Energize Ventures
Craig Bolanos
Founding Partner & CEO
Wealth Management Group, LLC
Dimitri P. Eliopoulos
Partner and Managing Director
RMB Capital
Michael Leonard
Managing Partner
Leonard & Associates CPAs
David Lyon
CEO
Main Street Financial
Mike Giordano
VP Client Consulting
FactSet
Dave Mooney
CEO
Alliant Credit Union
Thomas Flake
Founder and CMO
bCause
Steve Miller
Partner and Co-Founder
Origin Ventures
Eric Whobrey
President
Chicago Interactive Marketing Association (CIMA)
Tom Sosnoff
Founder & Co-CEO
tastytrade
George Sullivan
Senior Principal and CEO
Net Zero Analysis and Design Corp.
Mark Miller
Partner & Financial Advisor
Focus On Success
Peter Wilkins
Managing Director
Hyde Park Angels
Jason Beans
CEO
Rising Medical Solutions
Dan Abbate
Founder & Co-CEO
81-c
Dale Kluga
President
Cobra Capital LLC
Mitch Zacks
Principal
Zacks Investment Management
Poonam Gupta
CEO & President
Iyka
Vicki Escarra
CEO
Opportunity International
Chris Rentner
Founder & CEO
Akouba
Matt Peterson
Vice President of Sales & Operations
IdilusHR
Cayla Weisberg
Partner
InvestHER Ventures
Zack Johnson
CEO
Syndio
Carol Lavin Bernick
CEO
Polished Nickel Capital Management
Pete Gabrione
Managing Member
Midwest Equity Mortgage LLC
Rich Fahn
CEO
Excell Benefits Group
Kristi Ross
Co-CEO & President
tastytrade
Nathan Kinzinger
Wealth Management Advisor
Northwestern Mutual Chicago
Bob Burke
Founder
Burke America
Steve Kreynin
CEO
Forte Group
Maz Pawar
CEO
SA Capital Partners
John Higginson
CTO
Enova International
Ralph Blust
President
Insureon
Peter Recchia
President
4WEALTH® FINANCIAL GROUP
Patrick Quinn
Managing Director
Signature Chicago Wealth Management
Joe Wright
CEO
Access Mobility 24
William Towns
Executive Director
Benefit Chicago
James Teppen
Co-President
Gibraltar Business Capital
Leslie Anderson
SVP, U.S. Head of Business Banking Treasury and Payment Solutions
BMO Harris Bank
Dr. Emad Rizk
President and CEO
Accretive Health Inc.
Steve Kolber
President and Managing Partner
FGMK, LLC
Eero Pikat
President
Barchart
CJ Montano
Partner & Managing Director
Forte Group
Charles Botchway
Founder & CEO
Madison Street Capital, LLC
Bill McCabe
President and CEO
A. Eicoff & Co.
Nihal Advani
Founder & CEO
Georama
Neal McNamara
Co-Founder
Virtas Partners
Michael Norton
Director Of Business Development
Houlihan Capital
Muhammad Azfar
CEO
Auctus Capital Partners
Mark Achler
Managing Director
MATH Venture Partners
Dawn Reese
Director of Strategy
The Cleveland Avenue Foundation for Education
Al Goldstein
CEO
AVANT
Drew Lydecker
Co-Founder and President
AVANT
Raymond Siffel
Co- Founder & Managing Partner
CALIBR Merchant Solutions
Frank Lee
Partner
Weiss & Company LLP
Neil Book
President and CEO
Jet Support Services, Inc.
Ray Grady
Executive Vice President
CloudCraze
John Wheeler
CEO
Countryside Bank
Kevin Werner
CEO
Renovo Financial, LLC
Nathan Popkins
Founder & CEO
Align Income Share Funding
Stephanie Klein
CEO
Braviant Holdings
Loren Trimble
Managing Director and CEO
AArete
Todd Jones
President
BBMC Mortgage
Peter B. Fair
Managing Director
Golub Capital
DeAnn O’Donovan
President & Chief Executive Officer
AHP Servicing
Glen Nielsen
Author
Unvarnished Truth
David Macknin
CEO and President
Alper Services
Chuck Burbridge
Executive Director
Chicago Teachers’ Pension Fund
Sanjeev Krishnan
MD & CIO
S2G Ventures
Brian Liston
Co-Founder & President
Seed CX
Vamsi Bonthala
CEO
Arbor Lodging Partners
Canh Tran
Co-Founder & CEO
Rippleshot
Stuart Kruse
President & Chief Investment Advisor
Kruse Asset Management
Dan Dooley
CEO and Principal
Morris Anderson
Rick Lane
CEO
Trading Technologies
Scott Kitun
CEO
Technori
Paul J McEntee
Partner
B2B CFO
Dmitry Bresler
President
Cambridge Lending Group
Lisa Giles
CEO & President
Giles & Associates Consultancy
Richard Burke
CEO
Envoy Global
Sean Conlon
Founder and CEO
Conlon & Co
Dave Kauppi
President
MidMarket Capital, Inc.
Aaron Gillum
Managing Partner
Caerus Investment Partners
Joe Adams
CEO
RSM McGladrey LLP
Jared Kaplan
CEO
OppLoans
Jessica Droste Yagan
CEO
Impact Engine
Robert Brown
Founder and CEO
Options Away
Jerome Grisko
CEO & President
CBIZ, Inc.
Rick Franklin
Co-Managing Partner
Warady & Davis LLP
Andy Roe
General Manager
SurePayroll
Ted Devine
CEO
Insureon
Dan Michelson
CEO
Strata Decision Technology
Sonia Nagar
Partner
Pritzker Group Venture Capital
Bryan Duncan
Co-Founder, Director & EVP
Signature Bank
Tony Villa
President and CEO
Insuresoft
Next
Be Aware Of Where You Are In The Moment
Investments
Professional Services
Finance
Peter Wilkins
, Hyde Park Angels
You Need A Bit of Naivety
Professional Services
Finance
Frank Lee
, Weiss & Company LLP
Understand The Concept Of A Quantified Self
Media and PR
Professional Services
Finance
Scott Kitun
, Technori
Don’t Compromise
Professional Services
Finance
Technology
Jessica Droste Yagan
, Impact Engine
Become More Client Centric
Professional Services
Finance
Rick Franklin
, Warady & Davis LLP
Helping Companies Provide More Value To Employees
Professional Services
Finance
Matt Peterson
, IdilusHR
The Craft of Building Technology
Professional Services
Finance
Technology
Rick Lane
, Trading Technologies
A Great Time To Invest in Startups
Professional Services
Finance
Aaron Gillum
, Caerus Investment Partners
Building a National Platform
Professional Services
Finance
Dale Kluga
, Cobra Capital LLC
Helping Businesses and Individual Plan
Professional Services
Finance
Technology
Michael Leonard
, Leonard & Associates CPAs
The Unvarnished Truth
Finance
Glen Nielsen
, Unvarnished Truth
Sticking With Innovation Makes Things Happen
Professional Services
Logistics
Finance
Joe Wright
, Access Mobility 24
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Company Spotlight in Finance
Previous
SurePayroll
videos (1)
Andy Roe
Kruse Asset Management
videos (1)
Stuart Kruse
4WEALTH® FINANCIAL GROUP
videos (1)
Peter Recchia
Chicago Teachers’ Pension Fund
videos (1)
Chuck Burbridge
Forte Group
videos (2)
Steve Kreynin
OppLoans
videos (1)
Jared Kaplan
bCause
videos (1)
Thomas Flake
AVANT
videos (2)
Drew Lydecker
Seed CX
videos (1)
Brian Liston
IdilusHR
videos (1)
Matt Peterson
BMO Harris Bank
videos (1)
Leslie Anderson
Benefit Chicago
videos (2)
William Towns
Chicago Interactive Marketing Association (CIMA)
videos (1)
Eric Whobrey
Rising Medical Solutions
videos (1)
Jason Beans
Main Street Financial
videos (1)
David Lyon
AHP Servicing
videos (1)
DeAnn O’Donovan
Barchart
videos (1)
Eero Pikat
FactSet
videos (1)
Mike Giordano
Midwest Equity Mortgage LLC
videos (1)
Pete Gabrione
Impact Engine
videos (1)
Jessica Droste Yagan
CBIZ, Inc.
Jerome Grisko
Virtas Partners
videos (1)
Neal McNamara
Giles & Associates Consultancy
videos (1)
Lisa Giles
Northwestern Mutual Chicago
videos (1)
Nathan Kinzinger
The Cleveland Avenue Foundation for Education
videos (1)
Dawn Reese
Leonard & Associates CPAs
videos (1)
Michael Leonard
81-c
videos (1)
Dan Abbate
Signature Bank
videos (1)
Bryan Duncan
Braviant Holdings
videos (1)
Stephanie Klein
Polished Nickel Capital Management
videos (1)
Carol Lavin Bernick
Hyde Park Angels
videos (1)
Peter Wilkins
Strata Decision Technology
videos (1)
Dan Michelson
RSM McGladrey LLP
videos (1)
Joe Adams
InvestHER Ventures
videos (1)
Cayla Weisberg
Cambridge Lending Group
videos (1)
Dmitry Bresler
Wealth Management Group, LLC
videos (2)
Craig Bolanos
RMB Capital
videos (1)
Dimitri P. Eliopoulos
Envoy Global
videos (1)
Richard Burke
Alper Services
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David Macknin
MATH Venture Partners
videos (2)
Mark Achler
Caerus Investment Partners
videos (1)
Aaron Gillum
Madison Street Capital, LLC
videos (2)
Charles Botchway
CALIBR Merchant Solutions
videos (1)
Raymond Siffel
Gibraltar Business Capital
videos (1)
James Teppen
Options Away
videos (1)
Robert Brown
Auctus Capital Partners
videos (1)
Muhammad Azfar
CloudCraze
videos (1)
Ray Grady
Enova International
videos (1)
John Higginson
Signature Chicago Wealth Management
videos (1)
Patrick Quinn
Technori
videos (2)
Scott Kitun
Pritzker Group Venture Capital
videos (1)
Sonia Nagar
Origin Ventures
videos (1)
Steve Miller
MidMarket Capital, Inc.
videos (1)
Dave Kauppi
FGMK, LLC
videos (1)
Steve Kolber
Accretive Health Inc.
videos (1)
Dr. Emad Rizk
MB Financial Bank
Access Mobility 24
videos (1)
Joe Wright
Syndio
videos (1)
Zack Johnson
Focus On Success
Mark Miller
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videos (1)
Bill McCabe
Warady & Davis LLP
videos (1)
Rick Franklin
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Chris Rentner
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Kevin Werner
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Paul J McEntee
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Loren Trimble
Excell Benefits Group
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Rich Fahn
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Nihal Advani
Trading Technologies
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Rick Lane
SA Capital Partners
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Maz Pawar
Opportunity International
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Vicki Escarra
BBMC Mortgage
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Insuresoft
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Weiss & Company LLP
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Frank Lee
Burke America
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Conlon & Co
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Ralph Blust
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Sanjeev Krishnan
Align Income Share Funding
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Nathan Popkins
Golub Capital
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Peter B. Fair
Houlihan Capital
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Michael Norton
Cobra Capital LLC
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Dale Kluga
Unvarnished Truth
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Glen Nielsen
Morris Anderson
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Dan Dooley
tastytrade
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Kristi Ross
Jet Support Services, Inc.
videos (1)
Neil Book
Zacks Investment Management
videos (1)
Mitch Zacks
Rippleshot
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Canh Tran
Net Zero Analysis and Design Corp.
videos (1)
George Sullivan
Iyka
videos (1)
Poonam Gupta
Alliant Credit Union
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Dave Mooney
Arbor Lodging Partners
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Vamsi Bonthala
Energize Ventures
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Countryside Bank
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John Wheeler
SurePayroll
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Andy Roe
Kruse Asset Management
videos (1)
Stuart Kruse
4WEALTH® FINANCIAL GROUP
videos (1)
Peter Recchia
Chicago Teachers’ Pension Fund
videos (1)
Chuck Burbridge
Forte Group
videos (2)
Steve Kreynin
OppLoans
videos (1)
Jared Kaplan
bCause
videos (1)
Thomas Flake
AVANT
videos (2)
Drew Lydecker
Seed CX
videos (1)
Brian Liston
IdilusHR
videos (1)
Matt Peterson
BMO Harris Bank
videos (1)
Leslie Anderson
Benefit Chicago
videos (2)
William Towns
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