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Finance

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How CEO Scott Kitun On
Strong Leadership

CXO Spotlight in Finance

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Carol Lavin Bernick CEO
Polished Nickel Capital Management

Robert Brown Founder and CEO
Options Away

Rich Fahn CEO
Excell Benefits Group

Mark Miller Partner & Financial Advisor
Focus On Success

Ray Grady Executive Vice President
CloudCraze

Dale Kluga President
Cobra Capital LLC

Zack Johnson CEO
Syndio

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Al Goldstein CEO
AVANT

Canh Tran Co-Founder & CEO
Rippleshot

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

Kristi Ross Co-CEO & President
tastytrade

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Chris Rentner Founder & CEO
Akouba

Kevin Werner CEO
Renovo Financial, LLC

Frank Lee Partner
Weiss & Company LLP

Matt Peterson Vice President of Sales & Operations
IdilusHR

Aaron Gillum Managing Partner
Caerus Investment Partners

CJ Montano Partner & Managing Director
Forte Group

Steve Miller Partner and Co-Founder
Origin Ventures

Tom Sosnoff Founder & Co-CEO
tastytrade

Bill McCabe President and CEO
A. Eicoff & Co.

Muhammad Azfar CEO
Auctus Capital Partners

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Poonam Gupta CEO & President
Iyka

Sean Conlon Founder and CEO
Conlon & Co

Jessica Droste Yagan CEO
Impact Engine

Eero Pikat President
Barchart

Ralph Blust President
Insureon

Sanjeev Krishnan MD & CIO
S2G Ventures

Stephanie Klein CEO
Braviant Holdings

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Maz Pawar CEO
SA Capital Partners

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

James Teppen Co-President
Gibraltar Business Capital

Steve Kreynin CEO
Forte Group

Michael Norton Director Of Business Development
Houlihan Capital

Ted Devine CEO
Insureon

Steve Kolber President and Managing Partner
FGMK, LLC

Richard Burke CEO
Envoy Global

William Towns Executive Director
Benefit Chicago

Jared Kaplan CEO
OppLoans

Joe Wright CEO
Access Mobility 24

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Amy Francetic Managing Director
Energize Ventures

John Higginson CTO
Enova International

Dmitry Bresler President
Cambridge Lending Group

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Andy Roe General Manager
SurePayroll

Tony Villa President and CEO
Insuresoft

Joe Adams CEO
RSM McGladrey LLP

Vicki Escarra CEO
Opportunity International

Todd Jones President
BBMC Mortgage

Brian Liston Co-Founder & President
Seed CX

Vamsi Bonthala CEO
Arbor Lodging Partners

Nathan Popkins Founder & CEO
Align Income Share Funding

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Mark Achler Managing Director
MATH Venture Partners

Cayla Weisberg Partner
InvestHER Ventures

Jason Beans CEO
Rising Medical Solutions

Nihal Advani Founder & CEO
Georama

Jerome Grisko CEO & President
CBIZ, Inc.

Michael Leonard Managing Partner
Leonard & Associates CPAs

Paul J McEntee Partner
B2B CFO

Sonia Nagar Partner
Pritzker Group Venture Capital

Dave Kauppi President
MidMarket Capital, Inc.

Rick Lane CEO
Trading Technologies

Neil Book President and CEO
Jet Support Services, Inc.

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Bob Burke Founder
Burke America

Lisa Giles CEO & President
Giles & Associates Consultancy

Dan Michelson CEO
Strata Decision Technology

Dan Dooley CEO and Principal
Morris Anderson

Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

John Wheeler CEO
Countryside Bank

Mike Giordano VP Client Consulting
FactSet

Glen Nielsen Author
Unvarnished Truth

Peter Wilkins Managing Director
Hyde Park Angels

Rick Franklin Co-Managing Partner
Warady & Davis LLP

David Macknin CEO and President
Alper Services

Loren Trimble Managing Director and CEO
AArete

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

David Lyon CEO
Main Street Financial

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Peter B. Fair Managing Director
Golub Capital

Dave Mooney CEO
Alliant Credit Union

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Dan Abbate Founder & Co-CEO
81-c

Mitch Zacks Principal
Zacks Investment Management

Neal McNamara Co-Founder
Virtas Partners

Drew Lydecker Co-Founder and President
AVANT

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Scott Kitun CEO
Technori

Thomas Flake Founder and CMO
bCause

Customers Demand More Personalized Insurance

Finance Technology

Tony Villa

, Insuresoft

Auditors Are People Too

Professional Services Finance

Frank Lee

, Weiss & Company LLP

When Disruption Creates Growth: AArete Has Answers

Logistics Finance Technology

Loren Trimble

, AArete

Is Your Investment Firm Your Financial Quarterback?

Investments Finance

David Lyon

, Main Street Financial

“Corporate Jet Maintenance CEO: The World Is Getting Smaller “

Professional Services Finance

Neil Book

, Jet Support Services, Inc.

Consumers Get Better Loans Online

Professional Services Finance Technology

Al Goldstein

, AVANT

Helping Hospitals Get Paid

Finance Health Care Technology

Dr. Emad Rizk

, Accretive Health Inc.

95 Out Of 100 Top Money Managers Use FactSet Analytics

Professional Services Finance Technology

Mike Giordano

, FactSet

Quantifying HR Intangibles: Syndio’s Network Connects Dots

Professional Services Finance Technology

Zack Johnson

, Syndio

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Company Spotlight in Finance

Zacks Investment Management

Alliant Credit Union

Signature Chicago Wealth Management

MATH Venture Partners

4WEALTH® FINANCIAL GROUP

A. Eicoff & Co.

Auctus Capital Partners

Main Street Financial

Excell Benefits Group

Pritzker Group Venture Capital

Jet Support Services, Inc.

Gibraltar Business Capital

Houlihan Capital

Wealth Management Group, LLC

Chicago Interactive Marketing Association (CIMA)

Kruse Asset Management

SA Capital Partners

Dimitri P. Eliopoulos

Sanjeev Krishnan

BMO Harris Bank

Leslie Anderson

Giles & Associates Consultancy

Hyde Park Angels

The Cleveland Avenue Foundation for Education

Origin Ventures

Caerus Investment Partners

InvestHER Ventures

MidMarket Capital, Inc.

Leonard & Associates CPAs

Michael Leonard

Benefit Chicago

Net Zero Analysis and Design Corp.

George Sullivan

Access Mobility 24

Rising Medical Solutions

Renovo Financial, LLC

Warady & Davis LLP

Midwest Equity Mortgage LLC

Strata Decision Technology

Jessica Droste Yagan

Braviant Holdings

Stephanie Klein

Northwestern Mutual Chicago

Nathan Kinzinger

Energize Ventures

Enova International

Opportunity International

RSM McGladrey LLP

Chicago Teachers’ Pension Fund

Chuck Burbridge

Arbor Lodging Partners

CALIBR Merchant Solutions

Countryside Bank

Weiss & Company LLP

Accretive Health Inc.

Cobra Capital LLC

DeAnn O’Donovan

Focus On Success

Cambridge Lending Group

MB Financial Bank

Polished Nickel Capital Management

Carol Lavin Bernick

Madison Street Capital, LLC

Charles Botchway

Virtas Partners

Align Income Share Funding

Unvarnished Truth

Trading Technologies

Morris Anderson