Prior to founding Stratego Partners in July 2002, Steve was CFO/COO at 5 privately owned companies in the Chicago area, two tech businesses, two consulting businesses and the largest provider of railcar maintenance and repairs in the U.S.
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Lisa Howard is the Founder and Principal Consultant of People Core Strategies LLC, where she provides HR consulting and advisory services designed to help organizations across industries optimize their people strategies to drive business success.
With over 25 years of HR experience in leadership roles, Lisa brings a practical, people-first approach to solving the people challenges that can stall progress. She partners with leaders to build tailored solutions that support, engage, and develop their teams—believing that strong relationships and transparency are essential to building healthy, thriving organizations.
Lisa earned her Bachelor of Arts from the University of Michigan and holds two senior-level HR certifications: Senior Professional in Human Resources (SPHR) from HRCI and SHRM Senior Certified Professional (SHRM-SCP) from the Society for Human Resource Management. She also holds an Organizational Culture Leadership certification from CultureCon.
Lisa serves on the Board of Directors for HOPE (Health Opportunity through Partnership in Education), a nonprofit dedicated to funding research to fight cancer and other critical illnesses. She's active in her community and volunteers with organizations including Nourishing Hope (formerly Lakeview Pantry), The Honeycomb Project, and the Leukemia & Lymphoma Society.
Jessica O’Hara serves as Vice President for Stream’s Investment Management (IM) platform, which oversees five discretionary funds and separate account mandates totaling over $2 billion in equity. Jessica focuses on corporate solutions to ensure the delivery of a consistent and seamless customer experience for tenants throughout Stream’s industrial portfolio. Additionally, she concentrates on industrial asset management activities throughout Chicago and the Southeast.
Before assuming her current position, Jessica specialized in agency leasing and tenant representation in Stream’s Chicago market. Prior to joining Stream, Jessica spent the majority of her eight-year career in the commercial real estate industry with CBRE, Inc., where she focused on office leasing, tenant representation, and transaction management.
Dawn Cardin helps business owners, executives, and high net worth individuals/families who are accumulating wealth to....
- utilize leverage to grow their personal balance sheet
- identify tax risks
- introduce strategies to address tax risks
- incorporate solutions to achieve client ambitions
- preserve, protect, and grow wealth for clients and their next generation
She has more than 20 years of financial services experience. She is a Private Banking Market Manager for CIBC Private Wealth in Chicago.
Dawn has served as Vice President of Business Banking at Capital One, as Managing Director of Business Banking at CIBC, as Managing Director of Treasury Management at CIBC, oversaw Corporate Training and Development at Wintrust, and ran multiple Retail Financial Banking Centers for US Bank and Park National Bank.
She earned a Bachelor of Arts degree in Communication from Purdue University Northwest.
Dawn volunteers for and teaches financial literacy programs, including Junior Achievement, Banking on Our Future, and Money Savvy. Additionally, Dawn has been a board member of a privately held company, was a member of Capital One’s Sales Advisory committee, and has been a judge and committee member for the Network for Teaching Entrepreneurship. Dawn is a recipient of President’s Club and Gold Club Awards at various banks.
On the personal side, Dawn resides in Park Ridge, IL with her husband and 3 daughters. She golfs, researches health benefits of various foods, and cheers on her daughters at soccer games and swim meets.
Rick Rivero started Connections Marketing in 2009 with the goal of developing an agency that could execute truly integrated marketing solutions for small and medium-sized businesses. He saw clients juggling multiple agencies to handle different marketing tasks and felt there was need for a full-service agency that could do it all – and do it well. He was successful in his mission. Connections Marketing now works with over 100 clients in 25 states, managing all of their marketing needs under one roof.
“While working for the Chicago Tribune, CBS Television, and Comcast Spotlight, I was fortunate to serve a wide variety of clients with different goals. I learned to identify the best solution for each one to achieve its marketing goals for the year. At Connections Marketing, we develop solutions based on clients’ specific needs, not what makes us the most money.”
- Rick Rivero
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Jason is a Senior Managing Director with CBIZ in Chicago. He has more than 27 years of experience in providing services to privately held and family businesses, including partnerships, limited liability companies and corporations. His emphasis is on pass-through entities across a wide variety of industries. Jason frequently consults with clients on various tax strategies and business planning. His expertise includes pass-through entity advisory, taxation and planning services, financial statement reporting and analysis, tax-free exchanges, operational efficiency and internal control reviews, and high net worth individuals. Jason graduated Summa Cum Laude from Northwestern College (Iowa) with bachelors degrees in both Accounting and Business Finance. On the personal side, he resides in Tinley Park with his wife, three children and three dogs.