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May 2026

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Professionals in Chicago, IL, USA — The Grid Directory

Professionals in Chicago, IL, USA

Browse business succession and employee ownership professionals in Chicago, IL, USA on The Grid.

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HC

Haydee Caldero

Illinois Center for Employee Ownership

Chicago, IL, USA

# ESOP# EO Accounting# Board of Directors

WB

William (Bill) Obrien

Corporate Client Group Director

Chicago, IL, USA

# Succession Planning# 1042 rollover# Trustee# Post Transaction+3 more

Ellen G. Frank-Miller

Workforce & Organizational Research Center (WORC)

Chicago, IL, USA

# Employee Impact Index

AK

Ann Kim

VP/ Financial Advisor with the ESOP Group

Chicago, IL, USA

# 1042 rollover# Trustee# Post Transaction# QRP+2 more

FD

Felix Danciu

Elmcore Securities

Chicago, IL, USA

# Ownership Culture# ESOP# Board of Directors# M&A

NM

Nancy McClelland

The Dancing Accountant

Owner/Accounting Consultant

Chicago, IL, USA

# EO Entity# CPA# Chart of Accounts

JL

Jim Longino

Greater Southwest Development Corporation

Director of Industrial Development

Chicago, IL, USA

# Workforce Development

MM

Michael McGinley

Monarch Investment Partners

Managing Director

Chicago, IL, USA

DL

Daniel Lange

Shareholder in the Executive Compensation and Employee Benefits Practice at Vedder Price

Chicago, IL, USA

# 409a Deferred Compensation

RM

Richard May

American Working Capital

Chicago, IL, USA

EB

Emily Bergstrom

Ostrom Capital Partners

Senior Manager, Investments & Partnerships

Chicago, IL, USA

SM

Shanda McFadden, CEPA

Merrill Lynch Wealth Management

Financial Advisor, Assistant Vice President

Chicago, IL, USA

# Investment Bank

MJ

Mary Josephs

Contributor, Forbes

Founder & CEO | Board Member

Chicago, IL, USA

MM

Malini Moraghan

Chicago, IL, USA

# Impact Investing

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