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Finance

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CXO Spotlight in Finance

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Eric Whobrey President
Chicago Interactive Marketing Association (CIMA)

Craig Bolanos Founding Partner & CEO
Wealth Management Group, LLC

Jessica Droste Yagan CEO
Impact Engine

Peter Recchia President
4WEALTH® FINANCIAL GROUP

Dawn Reese Director of Strategy
The Cleveland Avenue Foundation for Education

Dimitri P. Eliopoulos Partner and Managing Director
RMB Capital

Canh Tran Co-Founder & CEO
Rippleshot

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

Andy Roe General Manager
SurePayroll

Neil Book President and CEO
Jet Support Services, Inc.

Nathan Kinzinger Wealth Management Advisor
Northwestern Mutual Chicago

Pete Gabrione Managing Member
Midwest Equity Mortgage LLC

Scott Kitun CEO
Technori

Lisa Giles CEO & President
Giles & Associates Consultancy

Eero Pikat President
Barchart

Michael Norton Director Of Business Development
Houlihan Capital

Charles Botchway Founder & CEO
Madison Street Capital, LLC

Patrick Quinn Managing Director
Signature Chicago Wealth Management

Chuck Burbridge Executive Director
Chicago Teachers’ Pension Fund

Tony Villa President and CEO
Insuresoft

DeAnn O’Donovan President & Chief Executive Officer
AHP Servicing

David Macknin CEO and President
Alper Services

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

Loren Trimble Managing Director and CEO
AArete

Dan Abbate Founder & Co-CEO
81-c

Mike Giordano VP Client Consulting
FactSet

Amy Francetic Managing Director
Energize Ventures

Stuart Kruse President & Chief Investment Advisor
Kruse Asset Management

Steve Kreynin CEO
Forte Group

Glen Nielsen Author
Unvarnished Truth

Frank Lee Partner
Weiss & Company LLP

Muhammad Azfar CEO
Auctus Capital Partners

Robert Brown Founder and CEO
Options Away

William Towns Executive Director
Benefit Chicago

Steve Kolber President and Managing Partner
FGMK, LLC

Vicki Escarra CEO
Opportunity International

Bob Burke Founder
Burke America

Sean Conlon Founder and CEO
Conlon & Co

Peter B. Fair Managing Director
Golub Capital

David Lyon CEO
Main Street Financial

Stephanie Klein CEO
Braviant Holdings

Sonia Nagar Partner
Pritzker Group Venture Capital

Thomas Flake Founder and CMO
bCause

Dr. Emad Rizk President and CEO
Accretive Health Inc.

Aaron Gillum Managing Partner
Caerus Investment Partners

Jason Beans CEO
Rising Medical Solutions

Peter Wilkins Managing Director
Hyde Park Angels

Dale Kluga President
Cobra Capital LLC

Dave Kauppi President
MidMarket Capital, Inc.

Drew Lydecker Co-Founder and President
AVANT

Tom Sosnoff Founder & Co-CEO
tastytrade

Dave Mooney CEO
Alliant Credit Union

Steve Miller Partner and Co-Founder
Origin Ventures

Neal McNamara Co-Founder
Virtas Partners

Poonam Gupta CEO & President
Iyka

Todd Jones President
BBMC Mortgage

John Wheeler CEO
Countryside Bank

Ralph Blust President
Insureon

Jared Kaplan CEO
OppLoans

Ray Grady Executive Vice President
CloudCraze

Maz Pawar CEO
SA Capital Partners

Raymond Siffel Co- Founder & Managing Partner
CALIBR Merchant Solutions

Rick Lane CEO
Trading Technologies

Michael Leonard Managing Partner
Leonard & Associates CPAs

Dan Dooley CEO and Principal
Morris Anderson

Chris Rentner Founder & CEO
Akouba

Dmitry Bresler President
Cambridge Lending Group

Kevin Werner CEO
Renovo Financial, LLC

Bryan Duncan Co-Founder, Director & EVP
Signature Bank

Cayla Weisberg Partner
InvestHER Ventures

Dan Michelson CEO
Strata Decision Technology

Mitch Zacks Principal
Zacks Investment Management

Bill McCabe President and CEO
A. Eicoff & Co.

Vamsi Bonthala CEO
Arbor Lodging Partners

James Teppen Co-President
Gibraltar Business Capital

Richard Burke CEO
Envoy Global

Paul J McEntee Partner
B2B CFO

Rich Fahn CEO
Excell Benefits Group

Nathan Popkins Founder & CEO
Align Income Share Funding

John Higginson CTO
Enova International

Al Goldstein CEO
AVANT

Brian Liston Co-Founder & President
Seed CX

Mark Achler Managing Director
MATH Venture Partners

Sanjeev Krishnan MD & CIO
S2G Ventures

Nihal Advani Founder & CEO
Georama

Ted Devine CEO
Insureon

Mark Miller Partner & Financial Advisor
Focus On Success

Joe Wright CEO
Access Mobility 24

Zack Johnson CEO
Syndio

Joe Adams CEO
RSM McGladrey LLP

CJ Montano Partner & Managing Director
Forte Group

Carol Lavin Bernick CEO
Polished Nickel Capital Management

Kristi Ross Co-CEO & President
tastytrade

Matt Peterson Vice President of Sales & Operations
IdilusHR

Jerome Grisko CEO & President
CBIZ, Inc.

Rick Franklin Co-Managing Partner
Warady & Davis LLP

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

Cambridge Lending Group

Cobra Capital LLC

Leonard & Associates CPAs

Michael Leonard

Excell Benefits Group

Kruse Asset Management

Unvarnished Truth

Caerus Investment Partners

Weiss & Company LLP

Virtas Partners

Alliant Credit Union

Madison Street Capital, LLC

Charles Botchway

MATH Venture Partners

RSM McGladrey LLP

Energize Ventures

Benefit Chicago

Focus On Success

Chicago Interactive Marketing Association (CIMA)

Arbor Lodging Partners

Origin Ventures

Dimitri P. Eliopoulos

SA Capital Partners

MB Financial Bank

Warady & Davis LLP

MidMarket Capital, Inc.

4WEALTH® FINANCIAL GROUP

Align Income Share Funding

Access Mobility 24

Giles & Associates Consultancy

Rising Medical Solutions

Renovo Financial, LLC

Opportunity International

Auctus Capital Partners

Accretive Health Inc.

Net Zero Analysis and Design Corp.

George Sullivan

DeAnn O’Donovan

Jet Support Services, Inc.

Braviant Holdings

Stephanie Klein

CALIBR Merchant Solutions

Wealth Management Group, LLC

Countryside Bank

Jessica Droste Yagan

Morris Anderson

The Cleveland Avenue Foundation for Education

Enova International

Sanjeev Krishnan

Midwest Equity Mortgage LLC

Houlihan Capital

Polished Nickel Capital Management

Carol Lavin Bernick

InvestHER Ventures

Pritzker Group Venture Capital

Signature Chicago Wealth Management

Chicago Teachers’ Pension Fund

Chuck Burbridge

Strata Decision Technology

Hyde Park Angels

Gibraltar Business Capital

A. Eicoff & Co.

BMO Harris Bank

Leslie Anderson

Zacks Investment Management

Northwestern Mutual Chicago

Nathan Kinzinger

Trading Technologies

Main Street Financial