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 Bolton 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. We 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

Sarah Chambless | Partner

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About: Sarah Chambless is a partner in the Corporate group of Fenwick & West, LLP, in the Santa Monica office. 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@fenwick.com or at (310) 554-5415!


MEMBER SINCE SEPTEMBER 2018

Rachelle Fender | Senior Partnership Manager

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About: Rachelle Fender is an expert in business development and relationship capital and has helped hundreds of individuals and world-class organizations identify, develop and execute successful business models and programs for nearly two decades.

Today, as the Sr. Partnership Manager for the Unstoppable Foundation she is passionate about hosting people in Kenya to meet the children and families who their support has significantly impacted.

Specialties: Rachelle's specialty is working closely with individuals, families and established business owners to help identify opportunities for them to express their values through giving.

Quote: I believe that everyone is a contact away from either what they need next or everything they needed. My goal with every interaction is to see how I may be of service in providing helpful connections.” – Rachelle Fender

Connect: Contact Rachelle at rachelle@unstoppablefoundation.org or at (385) 202-7276 or visit her website below!

MEMBER SINCE february 2019

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

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

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About: Cam is the "Godmother of Silicon Beach", an Expert Speaker with US State Department, 3x founder, and single mom of twin boys. She's worked with 4000+ Entrepreneurs and 700+ startups. She previously cofounded the first coworking space in Los Angeles for technology startups and entrepreneurs in 2010, Coloft. During her four years there, Coloft had over 1400 alumni, including Uber LA, Instacart, Fullscreen and others. Cam is on a mission is 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 that 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's worked with over 4000 entrepreneurs and over 700 startups. She helps clients identify and overcome limiting beliefs, reprogram that which no longer serves, and engrains a sense of power within in 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! Follow Cam on Instagram at @camskashani!


MEMBER SINCE AUGUST 2018

Julianne Knox | Principal, Marketing Principal

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About: Julianne joined HOK in 2019 as Principal, Marketing Principal. 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 HOK 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.

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

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

MEMBER SINCE AUGUST 2018

Roberta Kung | Founder & CEO

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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, CA.

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 wholehearted 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 mother to three beautiful children and currently resides in Los Angeles, CA. 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 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 to 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 form 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

Sarah Montoya | Financial Advisor, Financial Planning Specialist

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About: Sarah is a Financial Advisor and Partner within The Beverly Hills Millennium Group at Morgan Stanley. Motivated by the value of financial education and sound financial planning. 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. The Millenium Group has a consciously designed multigenerational team structure, because we believe that just as

any sound business should have a succession plan, so to should your trusted Advisors; the team charged with the responsibility of carrying you to and through retirement, and being accountable to the long term stability of your corporate retirement plan and plan participants. Sarah has a personal connection to the importance of financial education. 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 communicate on all aspects of their financial life. Sarah has also 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 began her career as a Financial Advisor at Merril 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, NMLS 872706).

Sarah currently serves as Chapter Head of The W Source – Beverly Hills Chapter. She graduated UCSD 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. Sarah 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: Since joining Morgan Stanley, Sarah has utilized Morgan Stanley’s vast array of resources; including ongoing collaboration with a Corporate Retirement Director, 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
 


Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed agency affiliates.

Morgan Stanley Smith Barney LLC. Member SIPC.

Karly Nieman | Sales Executive

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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 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-today 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

Hannah Peaslee | Business Manager

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About: Hannah Peaslee has risen through the ranks of the finance and business management industries over the years and has brought her insight and experience together through the development of HP & Co. At the outset of her career, you’d find Hannah working with a leading retail bank, where she moved up the ladder to investment banking. She has worked with prestigious investment institutions managing high net worth clients in the hear of Beverly Hills.

Hannah learned the attention-to-detail required through her work with well-known business management firms in Los Angeles and has branched out on her own to focus on helping entrepreneurs manage their portfolios, businesses, and lives. Working with her well-connected and influential network, Hannah ensures that her clients are always connected to the right people at the right time. Hannah has a special interest in helping to build community and support for women entrepreneurs and is a member of The W Source and The XX Project, both female-centric networking groups focused on supporting and promoting the growth of female professionals.

Quote: “If we command our wealth, we shall be rich and free. If our wealth commands us, we are poor indeed.” - Edmund Burke

Connect: Contact Hannah at hp@hpbusinessmgmt.com or at (323) 983-2294!


MEMBER SINCE JULY 2018

Marie Phillips | Head of Accounting

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About: Marie Phillips is an innovator, “cloud accounting” industry leader - Virtual CFO, accounting, technology upgrade. With over a decade of experience in accounting services, she provides process efficiency consultation for her clients to automate their businesses and personal lives better.

Before her accounting consultant work, Marie was a financial analyst managing the profit and loss statements for two global brands: Forever 21, Inc. and PepsiCo. At Forever 21, she managed the consolidation of profit and loss statements of 550 stores worldwide. At PepsiCo, she led the national consolidation of the profit and loss statement and analysis of product lines.

Marie's passion is rooted in her commitment to helping people reach their personal and professional goals — particularly within financial and accounting empowerment. Through this passion, she coaches people using accountability and strategic, organizational routines to help them visualize and plan their path to consistent success. She leverages technology and her organizational methods to help others save time by streamlining accounting processes and other time-consuming tasks.

Specialties: Currently, Marie manages the accounting practice at Gursey Schneider LLP where her clients include:

• Professional service firms (legal, wealth management, marketing, etc.)
• Real estate management companies (commercial, multi-family units)
• Live-action film production companies
• Family offices for high-net-worth individuals, ranging from $10M to $1B+

Additionally, Marie supports early-stage entrepreneurs in building the foundation of their businesses while offering an accountability partner throughout their growth. Through this work, she helped multiple clients transform their businesses from zero income to profitability.

Additional Info: An avid learner and self-development enthusiast, Marie attends several conferences annually: Unleash the Power Within by Tony Robbins, DFK International Conferences on how to be a better leader (based on Patrick Lencioni’s books), meditation retreats, and of course accounting conferences — including her favorite, Xerocon.

Marie’s personal life is just as active as her professional commitments. As a former high school fitness champion who participated in the National Championships, she works out daily. At 30, she took up surfing and has traveled to Central America to chase waves each year. She also loves to dance! If you’re ever curious about smoothies or acai bowls, feel free to pull her aside and chat about her recipes and other healthy lifestyle habits

Quote: "Do business with people you like and who share your objectives.” – Warren Buffett

Connect: Contact Marie at marie.f.phillips@gmail.com or at (626) 808-3277!


MEMBER SINCE JUNE 2019