Sarah Montoya | Financial Advisor, Financial Planning Specialist

MORGAN STANLEY
FA.MORGANSTANLEY.COM/THEBEVERLYHILLSMILLENIUMGROUP
SARAH.MONTOYA@MORGANSTANLEY.COM | (310) 285-2621

About: Sarah is a Financial Advisor and Partner within the Beverly Hills Millennium Group at Morgan Stanley. Motivated by the value of financial education, sound financial planning, and fiduciary responsibility, Sarah has built her career around empowering business-owners and families with tailored advice that breaks down the barriers to understanding their personal and/or corporate retirement finances. She provides each of her clients, beneficiaries, and plan participants with the opportunity to truly understand their financial picture by taking the time to educate and communicated on all aspects of their financial life.

Sarah began her career as a Financial Advisor at Merrill Lynch where she became registered on the NYSE, NASDAQ, and CBOE exchanges in 2011. She holds the Series 7 and Series 66 Licenses, and is a California Insurance Broker with the capacity also to bring multiple Cash Management and Lending Solutions to her clientele (CA Ins. Lic #0I22293, MNLS 872706).

Sarah currently serves as Chapter Head of The W Source™ Beverly Hills Chapter. She graduated from the University of San Diego with a Double-Degree in Economics and Political Science. She is a Pi Beta Phi Alumnus, as well as an active member of multiple non-profit organizations in the Southern California area. She is a certified Yoga Instructor, frequents California based car shows, and enjoys hiking, traveling, and football (Go Broncos!). Sarah and her husband, Carlos live in the Los Feliz area with their dog Baxter.

Specialties: Sarah has integrated Socially Responsible Investing through Morgan Stanley's Investing with Impact platform as an integral part of her business; ultimately to bring both retail and institutional clients the option of investing in accordance with their values and awareness to Environmental, Social, and Governance factors.

Sarah has utilized Morgan Stanley's vast array of resources through partnerships with some of the Industry's leading experts across the spectrum; including direct ongoing partnerships with a top Corporate Retirement Director - for her Institutional/Corporate Retirement Plan focus, a Private Banker, Morgan Stanley's Global Investment Committee (The GIC), and Global Investment Management Analysis (GIMA) group. She believes that with Morgan Stanley's Wealth Management-First structure, she is able to leverage best in class intellectual capital to provide her clients with unbiased and product agnostic advice across a wide universe of offerings and solutions - free of any conflict of interest.

Quote: "I attribute my success to this: I never gave or took any excuse." - Florence Nightingale

Connect: Contact Sarah at sarah.montoya@morganstanley.com or at (310) 285-2621, or visit her website below!

member since march 2018

Roberta Kung | Founder & CEO

GIFTEDTASTE INC. | GIFTEDTASTE.COM
ROBERTA@GIFTEDTASTE.COM | (323) 498-5402

About: Roberta Kung is the founder, lead strategist and creative director of GiftedTaste, a management consultancy firm for culinary content creation and industry specific market experiences.

Roberta intuitively understands the power that cuisine has to nourish and transform people’s health, relationships, brands and business. She created GiftedTaste for companies and businesses seeking highly creative and engaging culinary focused experiences that inspire, educate and enrich relationships with their clients, investors, partners and executive leadership team.

Prior to founding GiftedTaste, Roberta received her medical degree from the University of Missouri and her graduate medical education from USC Keck School of Medicine. Upon graduating from the anesthesiology residency training program at USC, she became a staff physician and partner at the prestigious Cedars-Sinai Medical Center in Los Angeles, California.

In 2007, Roberta left a full time position at the hospital to embrace motherhood and raise her growing family. It was during these seminal years that she wholeheartedly explored her spirit of entrepreneurship, found inspiration in bringing her expertise in health and wellness, tapped into her acumen for business and created a comprehensive vision for a business which embodied her passion for connecting people.

Roberta is a mother to three beautiful children and currently resides in Los Angeles, California. She is a passionate advocate for women and children, and their education. She is a founding member of the Anesthesia Alumni Association at Keck School of Medicine, USC, and is a proud member of the Board of Trustees at Westmark’s School where her daughter attends middle school.

Specialties: As Founder and CEO of GiftedTaste, Roberta has turned her dream into a reality. Inspired by love and gratitude, GiftedTaste is a manifestation of Roberta: her gift of creativity and intuition, her ability to understand people’s needs on a deep level and translate those needs into a powerful and empowering opportunity for personal and professional growth. GiftedTaste is a reflection of Roberta’s most sincere appreciation for the people who have left indelible impressions and profoundly changed her life with their wisdom, love and devotion.

Quote: “There is only one important point you must keep in your mind and let it be your guide. No matter what people call you, you are just who you are. Keep this truth. You must ask yourself how is it you want to live your life. We live and we die, this is the truth that we can only face alone. No one can help us, not even the Buddha. So consider carefully, what prevents you from living the way you want to live your life?” - Dalai Lama

Connect: 
Contact Roberta at roberta@giftedtaste.com or at (323) 498-5402, or visit her website below!

MEMBER SINCE JUNE 2018

Mackenzie Chambers | Outsourced CFO

SQUARE ROOT FINANCIAL | SQUAREROOTFINANCIAL.COM
MCHAMBERS@SQUAREROOTFINANCIAL.COM | (213) 536-7312

About: Mackenzie is a CPA-turned-entrepreneur. She is the Managing Director of Square Root Financial, a firm that provides outsourced CFO and accounting services to high-growth companies.

Previously, Mackenzie was VP of Technology & Venture Banking at Grandpoint Bank where she sourced and structured venture financing deals between $500K and $3M, and, before Grandpoint, was a co-founder of wmbly, inc. a social platform for live and on-demand video content. Prior to becoming an entrepreneur, Mackenzie audited public and emerging growth companies at Deloitte.

Mackenzie has a B.A. from Claremont McKenna College, a Masters in Accounting and a Masters in Business Taxation from USC's Marshall School of Business.

Specialties: Mackenzie specializes in helping with high growth companies scale. Mackenzie and her team of accountants work with companies to help them with their monthly financials. manage their cash flow, establish systems and processes to scale and build models to help manage their growth.

Quote: "Alone we can do so little; together we can do so much." - Helen Keller

Connect: Contact Mackenzie at mchambers@squarerootfinancial.com or at (213) 536-7312, or visit her website below!

member since june 2018

Karly Steinberg | Sales Executive

MOMENTOUS INSURANCE BROKERAGE | WWW.MOMENTOUSINS.COM
KARLY.STEINBERG@MMIBI.COM | (214) 477-8228

About: Karly earned her Bachelor's Degree from the University of Arizona where she studied Journalism and Spanish. Karly has earned two daytime Emmy nominations for her work as a producer at TMZ. She began her insurance career working on personal lines for high net worth accounts and has extensive knowledge of the entertainment industry. Karly enjoys being able to think outside of the box to provide her clients with creative solutions to a wide range of insurance issues.

Specialties: Karly's strength and focus is providing insurance and risk management solutions to high-net worth individuals, executives, and celebrities. She focuses on high end  real estate and educating brokers on why it's important to have a relationship with an insurance broker you can trust. Karly understands the day-to-day urgency, complexity, and confidentiality issues that surround her clientele.

Quote: "Be who you are and say what you feel, because those who mind don't matter and those who matter don't mind." - Dr. Seuss

Connect: Contact Karly at karly.steinberg@mmibi.com or at (214) 477-8228, or visit her website below!

member since june 2018

Rijon Charne | Attorney

LEVATOLAW, llp | LEVATOLAW.COM
RCHARNE@LEVATOLAW.COM | (469) 235-4009

About: Prior to joining LevatoLaw, Rijon worked as in-house counsel to a consumer goods company, where she strategized and negotiated contracts with major chain retailers, and advised on the company's intellectual property issues.

While attending the University of San Diego School of Law, Rijon was a semi-finalist in both the Civil Rights and Liberties Emory Moot Court Competition and Child Welfare and Adoption Law Capital Moot Court Competition.

Rijon loves that the law provides her the powerful opportunity to stand up and fight for someone when they really need the help, as it can dramatically and forever change the lives of her clients and their families.

Rijon grew up in Johannesburg, South Africa and immigrated to America when she was 14 years old. She loves to travel, has skydived, plays the piano, enjoys training her cockapoo, Kuna, and spending time with her family.

Specialties: Rijon Charne has a diverse litigation practice, focusing on business and real estate litigation, as well as PAGA violations. Rijon has experience in both state and federal courts in the areas of banking, securities, partnership disputes, business torts, contract disputes and class actions. She also has experience in title insurance law, property ownership disputes, and real estate fraud.

Quote: "You can't connect the dots looking forward; you can only connect them looking backwards. So you have to trust that the dots will somehow connect in your future." - Steve Jobs

Connect: Contact Rijon at rcharne@levatolaw.com or at (469) 235-4009, or visit her website below!

member since july 2018

Alex Brunkhorst | Residential Real Estate Agent

THE AGENCY | WWW.THEAGENCYRE.COM
ABRUNKHORST@THEAGENCYRE.COM | (310) 251-7721

About: Alex Brunkhorst is a graduate of Georgetown University, where she majored in Economics and graduated Cum Laude. Alex began her career in real estate in 2005 and is one of the top-producing agents in Los Angeles. She works for the luxury boutique firm The Agency, and has sold over $400 million high-end real estate on Los Angeles's Westside. She loves everything about her job: beautiful homes, the challenge of matchmaking buyers and sellers, and finding the dream house for her clients. Prior to her very successful career in real estate, Alex worked in corporate finance and was involved in structuring over $2 billion of corporate deals. She also worked in the entertainment industry for United Talent Agency. Alex has been featured in numerous publications and created one of the highest-trafficked personal real estate blogs. In addition, she has published two novels, The Mating Season (St. Martin's Press) and The Gilded Life of Matilda Duplaine (MIRA), and her novels have been translated into multiple languages. When she's not selling real estate or writing, Alex's hobbies include travel, reading, tennis and skiing.

Specialties: Alex works for the prestigious luxury real estate firm The Agency and is consistently one of the top-producing real estate agents in Los Angeles. Career highlights include two record sales over $10 million in the Malibu Colony, as well as many other deals $5 million plus range. In addition, Alex has received record sales prices in Pacific Palisades, Beverly Hills Post Office and Santa Monica. She is known for her client-centric approach and has represented many of Los Angeles's high net-worth individuals, writers, directors and entertainment industry professionals on their real estate purchases and sales.

Quote: "When one door of happiness closes, another opens; but often we look so long at the closed door that we do not see the one which has been opened for us." - Helen Keller

Connect: Contact Alex at ABrunkhorst@TheAgencyRE.com or at (310) 310-7721, or visit her website below!

member since july 2018

Shay Bolton | Managing Director

SAVILLS STUDLEy | www.savills-studley.com
SBOLTON@SAVILLS-STUDLEY.COM | (310) 444-1010

About: Shay has landed coverage on tech startups and real estate in local and national web publications including The Real Deal, Los Angeles Business Journal, Distillery Tech and Built in LA. Throughout her career, she launched numerous young professional organizations such as SPARK (a young professional group for the Women's Chamber of Commerce); serves on the board of The XX Project and is an active member of several philanthropic organizations including The ALS Foundation, XLN Executive Leadership Network, Youth Business Alliance, and others. Shay was also named Rookie of the Year at Newmark Knight Frank.

Shay graduated cum laude with a Bachelor of Science degree from Arizona State University, where she majored in Communications/Pre-Law. While in college, she studied abroad with Archbishop Desmond Tutu through the University of Virginia's Semester at Sea program.

Specialties: Shay joined the commercial real estate industry in the Los Angeles market as part of the Tech & Media Practice Group. Shay specializes in assisting venture backed tech, media/entertainment and emerging growth companies with their strategic real estate needs. Shay is well connected in both the creative and finance worlds, and her firm has a strong national and international reach. Savills Studley is unique in that they do NOT represent Landlords, nor do they derive their primary source of income from Landlord representation. They are 100% focused on the needs of the Tenant, and therefore, conflict free in that regard.

Quote: "How people treat you is their karma; how you react is yours."

Connect: Contact Shay at sbolton@savills-studley.com or at (310) 444-1010 or visit her website below!

MEMBER SINCE JULY 2018

Julianne Knox | Director, Business Development

OKB ARCHITECTURE | OKB.US
JULIANNE@OKB.US | (310) 200-1727

About: Julianne joined OKB in 2018 as Director of Business Development. She is fueled by curiosity and the love of excellent design. Julianne brings over twenty years of experience in the Architecture and Design community. After graduating from the University of Washington, she began her career on the editorial staff of Architectural Digest Magazine. She then continued her path in commercial furniture. Julianne brings to OKB a vast knowledge of the workings of projects as well as the people involved. Outside the office you will find her cooking giant feasts for her five teenage children.

Specialties: Julianne's greatest sense of joy is connecting people within the real estate community to quality architecture and design. Helping clients think out of the box on a budget.

Quote: "In the midst of winter, I found there was, within me, an invincible summer." - Albert Camus

Connect: Contact Julianne at julianne@okb.us or at (310) 200-1727 or visit her website below!
 

MEMBER SINCE AUGUST 2018

Cam Kashani | "Godmother of Silicon Beach" / Co-Founder and CEO

COACCEL: THE HUMAN ACCELERATOR | COACCEL.COM
CAM@CAMKASHANI.COM | (310) 339-2218

About: Cam is the "Godmother of Silicon Beach", an Expert Speaker with US State Department, 3x founder, and single mom of twin boys. She has worked with 4000+ Entrepreneurs and 700+ startups. She previously co-founded the first co-working space in Los Angeles for technology startups and entrepreneurs in 2010, Coloft. During her four years there, Coloft had over 1,400 alumni, including Uber LA, Instacart, Fullscreen and others. Cam is on a mission to humanize business, and her vision is a global economy that thrives on "WE" as opposed to "ME". While Cam works with men and women, she has a deeply rooted passion for working specifically with women as she believes that women who embrace their deeply rooted power can collectively shift the energy in business, and ultimately create a more harmonious environment for us all.

Specialties: Cam is a highly sought after transformational and mindset coach, transforming lives and building badasses in the process. She has worked with over 4,000 entrepreneurs and 700 startups. She helps clients identify and overcome limiting beliefs, reprogram that which no longer serves, and engrains a sense of power within them that results in massive transformation.

Quote: "Empowered women, empower women."

Connect: Contact Cam at cam@camkashani.com or at (310) 339-2218 or visit her website below!

MEMBER SINCE AUGUST 2018

Sarah Chambless | Partner

MANATT, PHELPS & PHILLIPS | WWW.MANATT.COM
SCHAMBLESS@MANATT.COM | (310) 312-4255

About: Sarah Chambless is a Corporate/Finance partner in the Media, Technology and Entertainment division of Manatt, Phelps & Phillips, in the Los Angeles office. She is also a member of the Investment Committee of the Manatt Venture Fund, and in this capacity she sources and vets deals for the fund.

Sarah is passionate about serving entrepreneurs and VCs alike, and she supports the local Los Angeles VC investment community by guest lecturing, moderating panels and speaking at UCLA Anderson School of Management, the UCLA Blackstone Launchpad Start-up Accelerator, the UCLA Center for Memes, UCLA Extension, Claremont McKenna College, Women Founders’ Network, Digital LA, the SoGal Startup Summit, and Sustainatopia. She was selected as one of Variety’s “Hollywood New Leaders: Lawyers,” in 2013, and have been a Southern California Super Lawyers Rising Star every year since 2015.

Prior to attending law school, Sarah taught elementary school in Compton, California as a Teach for America corps member from 2002 to 2005.

Specialties: Sarah's practice focuses on technology companies, specifically in the areas of start-up company formation, early- and growth-stage finance, technology licensing and regulatory considerations, venture capital investment transactions, and mergers and acquisitions. She also advises investors on their venture investments.

Quote: "You can't try to do things. You simply must do things." - Ray Bradbury

Connect: 
Contact Sarah at schambless@manatt.com or at (310) 312-4255 or visit her website below!

MEMBER SINCE SEPTEMBER 2018