CXO Spotlight in Finance
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David Macknin
CEO and President
Alper Services
Alper Services
Drew Lydecker
Co-Founder and President
AVANT
AVANT
Dave Kauppi
President
MidMarket Capital, Inc.
MidMarket Capital, Inc.
Aaron Gillum
Managing Partner
Caerus Investment Partners
Caerus Investment Partners
Nathan Popkins
Founder & CEO
Align Income Share Funding
Align Income Share Funding
Dawn Reese
Director of Strategy
The Cleveland Avenue Foundation for Education
The Cleveland Avenue Foundation for Education
Robert Brown
Founder and CEO
Options Away
Options Away
Chuck Burbridge
Executive Director
Chicago Teachers’ Pension Fund
Chicago Teachers’ Pension Fund
Nathan Kinzinger
Wealth Management Advisor
Northwestern Mutual Chicago
Northwestern Mutual Chicago
Brian Liston
Co-Founder & President
Seed CX
Seed CX
Neil Book
President and CEO
Jet Support Services, Inc.
Jet Support Services, Inc.
Loren Trimble
Managing Director and CEO
AArete
AArete
Steve Kolber
President and Managing Partner
FGMK, LLC
FGMK, LLC
Scott Kitun
CEO
Technori
Technori
Mitch Zacks
Principal
Zacks Investment Management
Zacks Investment Management
Nihal Advani
Founder & CEO
Georama
Georama
Lisa Giles
CEO & President
Giles & Associates Consultancy
Giles & Associates Consultancy
Sean Conlon
Founder and CEO
Conlon & Co
Conlon & Co
Rick Franklin
Co-Managing Partner
Warady & Davis LLP
Warady & Davis LLP
Steve Miller
Partner and Co-Founder
Origin Ventures
Origin Ventures
Raymond Siffel
Co- Founder & Managing Partner
CALIBR Merchant Solutions
CALIBR Merchant Solutions
Dan Dooley
CEO and Principal
Morris Anderson
Morris Anderson
Chris Rentner
Founder & CEO
Akouba
Akouba
Patrick Quinn
Managing Director
Signature Chicago Wealth Management
Signature Chicago Wealth Management
Bob Burke
Founder
Burke America
Burke America
CJ Montano
Partner & Managing Director
Forte Group
Forte Group
Cayla Weisberg
Partner
InvestHER Ventures
InvestHER Ventures
Peter Wilkins
Managing Director
Hyde Park Angels
Hyde Park Angels
Thomas Flake
Founder and CMO
bCause
bCause
Stuart Kruse
President & Chief Investment Advisor
Kruse Asset Management
Kruse Asset Management
Andy Roe
General Manager
SurePayroll
SurePayroll
Dr. Emad Rizk
President and CEO
Accretive Health Inc.
Accretive Health Inc.
Zack Johnson
CEO
Syndio
Syndio
Mark Miller
Partner & Financial Advisor
Focus On Success
Focus On Success
Ray Grady
Executive Vice President
CloudCraze
CloudCraze
William Towns
Executive Director
Benefit Chicago
Benefit Chicago
Glen Nielsen
Author
Unvarnished Truth
Unvarnished Truth
Ralph Blust
President
Insureon
Insureon
Eero Pikat
President
Barchart
Barchart
Canh Tran
Co-Founder & CEO
Rippleshot
Rippleshot
James Teppen
Co-President
Gibraltar Business Capital
Gibraltar Business Capital
Peter Recchia
President
4WEALTH® FINANCIAL GROUP
4WEALTH® FINANCIAL GROUP
DeAnn O’Donovan
President & Chief Executive Officer
AHP Servicing
AHP Servicing
Bill McCabe
President and CEO
A. Eicoff & Co.
A. Eicoff & Co.
Todd Jones
President
BBMC Mortgage
BBMC Mortgage
Frank Lee
Partner
Weiss & Company LLP
Weiss & Company LLP
Jerome Grisko
CEO & President
CBIZ, Inc.
CBIZ, Inc.
Matt Peterson
Vice President of Sales & Operations
IdilusHR
IdilusHR
Mark Achler
Managing Director
MATH Venture Partners
MATH Venture Partners
Leslie Anderson
SVP, U.S. Head of Business Banking Treasury and Payment Solutions
BMO Harris Bank
BMO Harris Bank
Amy Francetic
Managing Director
Energize Ventures
Energize Ventures
Tony Villa
President and CEO
Insuresoft
Insuresoft
Dimitri P. Eliopoulos
Partner and Managing Director
RMB Capital
RMB Capital
Sanjeev Krishnan
MD & CIO
S2G Ventures
S2G Ventures
Paul J McEntee
Partner
B2B CFO
B2B CFO
Dmitry Bresler
President
Cambridge Lending Group
Cambridge Lending Group
Peter B. Fair
Managing Director
Golub Capital
Golub Capital
Michael Norton
Director Of Business Development
Houlihan Capital
Houlihan Capital
Mike Giordano
VP Client Consulting
FactSet
FactSet
Neal McNamara
Co-Founder
Virtas Partners
Virtas Partners
Dan Abbate
Founder & Co-CEO
81-c
81-c
Tom Sosnoff
Founder & Co-CEO
tastytrade
tastytrade
Craig Bolanos
Founding Partner & CEO
Wealth Management Group, LLC
Wealth Management Group, LLC
Ted Devine
CEO
Insureon
Insureon
Poonam Gupta
CEO & President
Iyka
Iyka
Pete Gabrione
Managing Member
Midwest Equity Mortgage LLC
Midwest Equity Mortgage LLC
George Sullivan
Senior Principal and CEO
Net Zero Analysis and Design Corp.
Net Zero Analysis and Design Corp.
Bryan Duncan
Co-Founder, Director & EVP
Signature Bank
Signature Bank
Charles Botchway
Founder & CEO
Madison Street Capital, LLC
Madison Street Capital, LLC
Michael Leonard
Managing Partner
Leonard & Associates CPAs
Leonard & Associates CPAs
Al Goldstein
CEO
AVANT
AVANT
Kristi Ross
Co-CEO & President
tastytrade
tastytrade
Jared Kaplan
CEO
OppLoans
OppLoans
Dale Kluga
President
Cobra Capital LLC
Cobra Capital LLC
Company Spotlight in Finance
bCause
videos (1)
Thomas Flake
Focus On Success
Mark Miller
Signature Bank
videos (1)
Bryan Duncan
Seed CX
videos (1)
Brian Liston
Forte Group
videos (2)
Steve Kreynin
Alliant Credit Union
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Dave Mooney
CloudCraze
videos (1)
Ray Grady
FactSet
videos (1)
Mike Giordano
MidMarket Capital, Inc.
videos (1)
Dave Kauppi
CALIBR Merchant Solutions
videos (1)
Raymond Siffel
Kruse Asset Management
videos (1)
Stuart Kruse
The Cleveland Avenue Foundation for Education
videos (1)
Dawn Reese
AVANT
videos (2)
Drew Lydecker
Excell Benefits Group
videos (1)
Rich Fahn
Rippleshot
videos (1)
Canh Tran
Rising Medical Solutions
videos (1)
Jason Beans
Envoy Global
videos (1)
Richard Burke
A. Eicoff & Co.
videos (1)
Bill McCabe
Chicago Teachers’ Pension Fund
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Chuck Burbridge
Syndio
videos (1)
Zack Johnson
Strata Decision Technology
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Dan Michelson
Warady & Davis LLP
videos (1)
Rick Franklin
RSM McGladrey LLP
videos (1)
Joe Adams
Caerus Investment Partners
videos (1)
Aaron Gillum
Arbor Lodging Partners
videos (1)
Vamsi Bonthala
InvestHER Ventures
videos (1)
Cayla Weisberg
SurePayroll
videos (1)
Andy Roe
MATH Venture Partners
videos (2)
Mark Achler
BBMC Mortgage
videos (1)
Todd Jones
Giles & Associates Consultancy
videos (1)
Lisa Giles
Georama
videos (1)
Nihal Advani
Options Away
videos (1)
Robert Brown
Technori
videos (2)
Scott Kitun
Virtas Partners
videos (1)
Neal McNamara
Alper Services
videos (2)
David Macknin
Trading Technologies
videos (1)
Rick Lane
B2B CFO
videos (1)
Paul J McEntee
Auctus Capital Partners
videos (1)
Muhammad Azfar
Insureon
videos (2)
Ralph Blust
Cambridge Lending Group
videos (1)
Dmitry Bresler
Unvarnished Truth
videos (1)
Glen Nielsen
Signature Chicago Wealth Management
videos (1)
Patrick Quinn
Midwest Equity Mortgage LLC
videos (1)
Pete Gabrione
Insuresoft
videos (1)
Tony Villa
4WEALTH® FINANCIAL GROUP
videos (1)
Peter Recchia
Morris Anderson
videos (1)
Dan Dooley
Jet Support Services, Inc.
videos (1)
Neil Book
Access Mobility 24
videos (1)
Joe Wright
Golub Capital
videos (1)
Peter B. Fair
SA Capital Partners
videos (1)
Maz Pawar
Renovo Financial, LLC
videos (1)
Kevin Werner
Countryside Bank
videos (1)
John Wheeler
Iyka
videos (1)
Poonam Gupta
RMB Capital
videos (1)
Dimitri P. Eliopoulos
Enova International
videos (1)
John Higginson
Leonard & Associates CPAs
videos (1)
Michael Leonard
Barchart
videos (1)
Eero Pikat
Pritzker Group Venture Capital
videos (1)
Sonia Nagar
Net Zero Analysis and Design Corp.
videos (1)
George Sullivan
Benefit Chicago
videos (2)
William Towns
AArete
videos (2)
Loren Trimble
Chicago Interactive Marketing Association (CIMA)
videos (1)
Eric Whobrey
Main Street Financial
videos (1)
David Lyon
Weiss & Company LLP
videos (2)
Frank Lee
CBIZ, Inc.
Jerome Grisko
IdilusHR
videos (1)
Matt Peterson
BMO Harris Bank
videos (1)
Leslie Anderson
Origin Ventures
videos (1)
Steve Miller
FGMK, LLC
videos (1)
Steve Kolber
Cobra Capital LLC
videos (1)
Dale Kluga
AHP Servicing
videos (1)
DeAnn O’Donovan
S2G Ventures
videos (1)
Sanjeev Krishnan
Hyde Park Angels
videos (1)
Peter Wilkins
Opportunity International
videos (1)
Vicki Escarra
tastytrade
videos (3)
Kristi Ross
Burke America
videos (1)
Bob Burke
Houlihan Capital
videos (1)
Michael Norton
81-c
videos (1)
Dan Abbate
Align Income Share Funding
videos (1)
Nathan Popkins
Akouba
videos (1)
Chris Rentner
Wealth Management Group, LLC
videos (2)
Craig Bolanos
Braviant Holdings
videos (1)
Stephanie Klein
Madison Street Capital, LLC
videos (2)
Charles Botchway
Conlon & Co
videos (2)
Sean Conlon
Gibraltar Business Capital
videos (1)
James Teppen
Northwestern Mutual Chicago
videos (1)
Nathan Kinzinger
MB Financial Bank
Impact Engine
videos (1)
Jessica Droste Yagan
Polished Nickel Capital Management
videos (1)
Carol Lavin Bernick
Accretive Health Inc.
videos (1)
Dr. Emad Rizk
Zacks Investment Management
videos (1)
Mitch Zacks
OppLoans
videos (1)
Jared Kaplan
Energize Ventures
videos (1)
Amy Francetic