CXO Spotlight in Finance
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Chuck Burbridge
Executive Director
Chicago Teachers’ Pension Fund
Chicago Teachers’ Pension Fund

Poonam Gupta
CEO & President
Iyka
Iyka

Raymond Siffel
Co- Founder & Managing Partner
CALIBR Merchant Solutions
CALIBR Merchant Solutions

Rick Franklin
Co-Managing Partner
Warady & Davis LLP
Warady & Davis LLP

Ray Grady
Executive Vice President
CloudCraze
CloudCraze

William Towns
Executive Director
Benefit Chicago
Benefit Chicago

Andy Roe
General Manager
SurePayroll
SurePayroll

Dan Abbate
Founder & Co-CEO
81-c
81-c

Brian Liston
Co-Founder & President
Seed CX
Seed CX

Glen Nielsen
Author
Unvarnished Truth
Unvarnished Truth

Craig Bolanos
Founding Partner & CEO
Wealth Management Group, LLC
Wealth Management Group, LLC

Dan Dooley
CEO and Principal
Morris Anderson
Morris Anderson

DeAnn O’Donovan
President & Chief Executive Officer
AHP Servicing
AHP Servicing

Nathan Kinzinger
Wealth Management Advisor
Northwestern Mutual Chicago
Northwestern Mutual Chicago

Steve Miller
Partner and Co-Founder
Origin Ventures
Origin Ventures

Canh Tran
Co-Founder & CEO
Rippleshot
Rippleshot

Michael Leonard
Managing Partner
Leonard & Associates CPAs
Leonard & Associates CPAs

Drew Lydecker
Co-Founder and President
AVANT
AVANT

Dawn Reese
Director of Strategy
The Cleveland Avenue Foundation for Education
The Cleveland Avenue Foundation for Education

Mike Giordano
VP Client Consulting
FactSet
FactSet

Aaron Gillum
Managing Partner
Caerus Investment Partners
Caerus Investment Partners

Tony Villa
President and CEO
Insuresoft
Insuresoft

Dr. Emad Rizk
President and CEO
Accretive Health Inc.
Accretive Health Inc.

Tom Sosnoff
Founder & Co-CEO
tastytrade
tastytrade

Lisa Giles
CEO & President
Giles & Associates Consultancy
Giles & Associates Consultancy

Mark Achler
Managing Director
MATH Venture Partners
MATH Venture Partners

Patrick Quinn
Managing Director
Signature Chicago Wealth Management
Signature Chicago Wealth Management

Charles Botchway
Founder & CEO
Madison Street Capital, LLC
Madison Street Capital, LLC

Chris Rentner
Founder & CEO
Akouba
Akouba

Matt Peterson
Vice President of Sales & Operations
IdilusHR
IdilusHR

Dmitry Bresler
President
Cambridge Lending Group
Cambridge Lending Group

Peter Recchia
President
4WEALTH® FINANCIAL GROUP
4WEALTH® FINANCIAL GROUP

Nihal Advani
Founder & CEO
Georama
Georama

Cayla Weisberg
Partner
InvestHER Ventures
InvestHER Ventures

Al Goldstein
CEO
AVANT
AVANT

Jerome Grisko
CEO & President
CBIZ, Inc.
CBIZ, Inc.

Dave Kauppi
President
MidMarket Capital, Inc.
MidMarket Capital, Inc.

Bryan Duncan
Co-Founder, Director & EVP
Signature Bank
Signature Bank

Todd Jones
President
BBMC Mortgage
BBMC Mortgage

Eero Pikat
President
Barchart
Barchart

Bob Burke
Founder
Burke America
Burke America

CJ Montano
Partner & Managing Director
Forte Group
Forte Group

Peter Wilkins
Managing Director
Hyde Park Angels
Hyde Park Angels

Loren Trimble
Managing Director and CEO
AArete
AArete

Stuart Kruse
President & Chief Investment Advisor
Kruse Asset Management
Kruse Asset Management

Mark Miller
Partner & Financial Advisor
Focus On Success
Focus On Success

Pete Gabrione
Managing Member
Midwest Equity Mortgage LLC
Midwest Equity Mortgage LLC

David Macknin
CEO and President
Alper Services
Alper Services

Michael Norton
Director Of Business Development
Houlihan Capital
Houlihan Capital

Peter B. Fair
Managing Director
Golub Capital
Golub Capital

Mitch Zacks
Principal
Zacks Investment Management
Zacks Investment Management

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

Dimitri P. Eliopoulos
Partner and Managing Director
RMB Capital
RMB Capital

Bill McCabe
President and CEO
A. Eicoff & Co.
A. Eicoff & Co.

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

Frank Lee
Partner
Weiss & Company LLP
Weiss & Company LLP

Scott Kitun
CEO
Technori
Technori

Zack Johnson
CEO
Syndio
Syndio

Neil Book
President and CEO
Jet Support Services, Inc.
Jet Support Services, Inc.

Robert Brown
Founder and CEO
Options Away
Options Away

James Teppen
Co-President
Gibraltar Business Capital
Gibraltar Business Capital

Ted Devine
CEO
Insureon
Insureon

Dale Kluga
President
Cobra Capital LLC
Cobra Capital LLC

Nathan Popkins
Founder & CEO
Align Income Share Funding
Align Income Share Funding

Paul J McEntee
Partner
B2B CFO
B2B CFO

Neal McNamara
Co-Founder
Virtas Partners
Virtas Partners

Kristi Ross
Co-CEO & President
tastytrade
tastytrade

Sean Conlon
Founder and CEO
Conlon & Co
Conlon & Co

Thomas Flake
Founder and CMO
bCause
bCause

Steve Kolber
President and Managing Partner
FGMK, LLC
FGMK, LLC

Amy Francetic
Managing Director
Energize Ventures
Energize Ventures

Jared Kaplan
CEO
OppLoans
OppLoans

Sanjeev Krishnan
MD & CIO
S2G Ventures
S2G Ventures

Ralph Blust
President
Insureon
Insureon
Company Spotlight in Finance

A. Eicoff & Co.
videos (1)
Bill McCabe

Conlon & Co
videos (2)
Sean Conlon

CALIBR Merchant Solutions
videos (1)
Raymond Siffel

Pritzker Group Venture Capital
videos (1)
Sonia Nagar

MATH Venture Partners
videos (2)
Mark Achler

FactSet
videos (1)
Mike Giordano

MB Financial Bank

CloudCraze
videos (1)
Ray Grady

S2G Ventures
videos (1)
Sanjeev Krishnan

Alper Services
videos (2)
David Macknin

Align Income Share Funding
videos (1)
Nathan Popkins

Syndio
videos (1)
Zack Johnson

AArete
videos (2)
Loren Trimble

Access Mobility 24
videos (1)
Joe Wright

CBIZ, Inc.
Jerome Grisko

Excell Benefits Group
videos (1)
Rich Fahn

BBMC Mortgage
videos (1)
Todd Jones

Strata Decision Technology
videos (1)
Dan Michelson

Iyka
videos (1)
Poonam Gupta

bCause
videos (1)
Thomas Flake

Hyde Park Angels
videos (1)
Peter Wilkins

Rippleshot
videos (1)
Canh Tran

OppLoans
videos (1)
Jared Kaplan

Cobra Capital LLC
videos (1)
Dale Kluga

Chicago Teachers’ Pension Fund
videos (1)
Chuck Burbridge

Weiss & Company LLP
videos (2)
Frank Lee

IdilusHR
videos (1)
Matt Peterson

Arbor Lodging Partners
videos (1)
Vamsi Bonthala

Morris Anderson
videos (1)
Dan Dooley

Zacks Investment Management
videos (1)
Mitch Zacks

The Cleveland Avenue Foundation for Education
videos (1)
Dawn Reese

Signature Chicago Wealth Management
videos (1)
Patrick Quinn

Trading Technologies
videos (1)
Rick Lane

Wealth Management Group, LLC
videos (2)
Craig Bolanos

Houlihan Capital
videos (1)
Michael Norton

AHP Servicing
videos (1)
DeAnn O’Donovan

Warady & Davis LLP
videos (1)
Rick Franklin

Leonard & Associates CPAs
videos (1)
Michael Leonard

Insureon
videos (2)
Ralph Blust

Insuresoft
videos (1)
Tony Villa

Benefit Chicago
videos (2)
William Towns

FGMK, LLC
videos (1)
Steve Kolber

Kruse Asset Management
videos (1)
Stuart Kruse

81-c
videos (1)
Dan Abbate

Technori
videos (2)
Scott Kitun

Origin Ventures
videos (1)
Steve Miller

Virtas Partners
videos (1)
Neal McNamara

Forte Group
videos (2)
Steve Kreynin

AVANT
videos (2)
Drew Lydecker

BMO Harris Bank
videos (1)
Leslie Anderson

Envoy Global
videos (1)
Richard Burke

Burke America
videos (1)
Bob Burke

MidMarket Capital, Inc.
videos (1)
Dave Kauppi

Braviant Holdings
videos (1)
Stephanie Klein

Akouba
videos (1)
Chris Rentner

B2B CFO
videos (1)
Paul J McEntee

Northwestern Mutual Chicago
videos (1)
Nathan Kinzinger

Madison Street Capital, LLC
videos (2)
Charles Botchway

Unvarnished Truth
videos (1)
Glen Nielsen

Impact Engine
videos (1)
Jessica Droste Yagan

Gibraltar Business Capital
videos (1)
James Teppen

Alliant Credit Union
videos (2)
Dave Mooney

Auctus Capital Partners
videos (1)
Muhammad Azfar

Countryside Bank
videos (1)
John Wheeler

InvestHER Ventures
videos (1)
Cayla Weisberg

Barchart
videos (1)
Eero Pikat

Caerus Investment Partners
videos (1)
Aaron Gillum

Georama
videos (1)
Nihal Advani

Cambridge Lending Group
videos (1)
Dmitry Bresler

Net Zero Analysis and Design Corp.
videos (1)
George Sullivan

Main Street Financial
videos (1)
David Lyon

Chicago Interactive Marketing Association (CIMA)
videos (1)
Eric Whobrey

Signature Bank
videos (1)
Bryan Duncan

Focus On Success
Mark Miller

Renovo Financial, LLC
videos (1)
Kevin Werner

RMB Capital
videos (1)
Dimitri P. Eliopoulos

SA Capital Partners
videos (1)
Maz Pawar
Polished Nickel Capital Management
videos (1)
Carol Lavin Bernick

tastytrade
videos (3)
Kristi Ross

4WEALTH® FINANCIAL GROUP
videos (1)
Peter Recchia

Seed CX
videos (1)
Brian Liston

Options Away
videos (1)
Robert Brown

Golub Capital
videos (1)
Peter B. Fair

SurePayroll
videos (1)
Andy Roe

Energize Ventures
videos (1)
Amy Francetic

Accretive Health Inc.
videos (1)
Dr. Emad Rizk

Enova International
videos (1)
John Higginson

Giles & Associates Consultancy
videos (1)
Lisa Giles

Midwest Equity Mortgage LLC
videos (1)
Pete Gabrione

Rising Medical Solutions
videos (1)
Jason Beans

Opportunity International
videos (1)
Vicki Escarra

RSM McGladrey LLP
videos (1)
Joe Adams

Jet Support Services, Inc.
videos (1)
Neil Book