The
Accelerator

Brent Bergan

Global Mobility Tax LLP
Partner
(650) 947-9490
brent.bergan@glomotax.com
Human Resources
Home Group: San Francisco 1

Bio: Founding partner of Global Mobility Tax, a company whose mission is to help organizations expand internationally by providing a full range of mobility tax solutions.

Denis Carrade

Perotti and Carrade CPA’s
Tax “Partner”
(414) 461-8500 x 18
denis@pc-cpas.com
Accountant
Home Group: Larkspur 1

Bio: In 45 years of tax and accounting business experience I have gained a very broad range of tax knowledge. My areas of expertise cross the entire spectrum of tax law including individual, corporate, partnership, estates and gift disciplines.

Kevin Chin

SVN | Pacific Commercial Advisors
Managing Director
(415) 922-2900 ext 101
kevinc@svn.com
Real Estate
Home Group: San Francisco 1

Bio: Kevin Chin, CCIM serves as managing director for SVN | Pacific Commercial Advisors specializing in retail transactions across the country and apartment transactions in the San Francisco Bay area. Over 30 years of industry experience.

Harry DeCourcy

Littler Mendelson, P.C.
Shareholder
(925) 927-4516
hdecourcy@littler.com
Attorney
Home Group: San Francisco 13

Bio: Harry is a management side labor & employment lawyer at the premier labor and employment lawfirm, Littler Mendelson.

Christopher Di Pasqua

Partner
(415) 497-6497
christopher.dipasqua@gmail.com
Accountant
Home Group: San Francisco 13

Bio: At Boerio, Di Pasqua & Associates CPAs, LLP Chris provides tax, accounting and management consulting services to high net worth individuals and private businesses. Chris has practical business experience from working as a corporate controller.

Carly Ebenstein

CJB Insurance Services
(510) 342-2670
carly@cjbins.com
Insurance
Home Group: San Francisco 13

Allan Flores

Flores Consulting LLC
(510) 364-9839
allan@florescfo.com
Consultant Service
Home Group: San Francisco 10

Bio: I provide Controller and CFO consulting, primarily serving lower middle market companies, with a specialty in Professional Services. I specialize in helping to provide financial insight to help managers and business owners make informed decisions.

Gerald Green

GG. Green Consulting
(415) 377-5286
gerald_g_green@yahoo.com
Consultant Service
Home Group: San Francisco 6

Bio: Former Director of City Planning,City & Co. of San Francisco; served on numerous Planning Dept staffs in Bay Area; Urban explorer. & adventurer; avid golfer. 15 years representing private clients navigate local government development entitlement process.

Kevin Haller

Petrinovich Pugh & Company, LLP
Partner
(805) 258-3565
khaller@ppandco.com
Accountant
Home Group: San Francisco 13

Bio: CPA and consultant serving the cannabis, construction and NPO industries. Focus on assurance, ERM, and processes.

Neil Hallinan

Hallinan Law Firm
Attorney at Law
(415) 236-3654
neil@hallinanlawfirm.com
Attorney
Home Group: San Francisco 7

Heather Hamilton

Fiduciary Accounting Services
Managing Principal
(925) 377-5390
hhamilton@fasllc.com
Accountant
Home Group: San Francisco 13

Bio: In 2007, Heather Hamilton founded Fiduciary Accounting Services, LLC. FAS is the premier provider of fiduciary accounting for trusts, estates, and conservatorships in California.

Nicole Jaffee

Perry Johnson
Senior Vice President Financial Advisor
(707) 525-8800 x 1007
jaffee@perrylaw.net
Attorney
Home Group: Santa Rosa

Joyce Kandt

Dana R. Borys, An Accountancy Corporation
Research & Development Tax Credit Advisor
(510) 909-6135
joyce@danaborys.com
Accountant
Home Group: San Francisco 13

Joua Lo

SquarMilner
Tax Principal
(415) 655-6220
jlo@squarmilner.com
Accountant
Home Group: San Ramon 2

Bio: Tax Principal who focus primarily on providing compliance and consulting services to tax exempt organizations, including foundations, health care organizations, universities, and Private Foundations.

Bridget Mackay

Law Offices of Bridget Mackay
(707) 769-9975
bridget@bridgetmackaylaw.com
Attorney
Home Group: Santa Rosa 2

Bio: Our practice focuses on Estate Planning, Trust Administration, Probate and Elder Law.

Elena Mavliev

Towne Advisory
(408) 707.6611
elena@towneadvisory.com
Financial Service
Home Group: San Francisco 3

Charlie O’Connell

Kinsale Capital Partners, LLC
(415) 760-1700
cfo@kinsalecp.com
Financial Service
Home Group: San Francisco 13

Cathy Olsen

Interim HealthCare Personal Care & Staffing
President, Owner
(707) 545-4986
cathy@ihcwinecountry.com
Consultant Service
Home Group: Santa Rosa

Bio: I am a trusted resource for Professionals who advocate for those who desire to age in place. While our highly experienced team clearly specializes in Home Care, the depth of our knowledge and experience is expansive when it comes to senior concerns.

Tanya Patterson

Patterson Investments
CEO/Patterson Investments
(408) 605-5103
tanya@pattersoninvestments.com
Real Estate
Home Group: San Francisco 6

Bio: Tanya Patterson, CEO/Founder of Patterson Investments, is an established Real Estate Broker servicing the greater San Francisco Bay Area. With 22 years in real estate, Tanya specializes in Commercial Real Estate and Real Estate Investments.

Dylan Peters

Recreate Commercial Real Estate
Tenant Advisory Group
(925) 997-8180
dylan@recreatecre.com
Real Estate
Home Group: San Francisco 6

Bio: Conflict free tenant representation.

Mark Skolnick

Investment Property Capital
Mortgage Broker
(415) 893-9321
mark@ipcap.net
Banking Finance
Home Group: Santa Rosa 2

Bio: I advise real estate investors in optimizing their cash flow and liquidity by customizing mortgage solutions to best help them achieve their goals.

Rodney Smith

CFOs2Go
Partner
(925) 482-8663
rdsmith@cfos2go.com
Consultant Service
Home Group: San Ramon 3

Benjamin White

IPLA
Chief Peacekeeper
(415) 580-6171 x 122
bwhite@ipla.com
Attorney
Home Group: Oakland 1

Lily Xu

Ellifont Design
Senior Vice President Financial Advisor
(925) 397-1557
lily@ellifont.design
Consultant Service
Home Group: San Ramon 2

Thomas Zambito

Moss Adams LLP
Director
(415) 848-0942
thomas.zambito@mossadams.com
Financial Service
Home Group: San Francisco 13

Bio: Valuation of companies, company assets, and company liabilities for financial (M&A, portfolio valuation, intangible assets) and tax reporting purposes (409A stock/unit options, gift and estate planning, Intellectual Property).

Joel Siegal

Siegal and Richardson, LLP
Attorney
(415) 777-5547
joelsiegal@yahoo.com
Attorney
Home Group: San Francisco 1

Bio: I have thirty five years of trial experience in serious personal injury cases. Pursuant to State Bar rules and Regulations I am able to pay attorneys referral fees.

Alli (Zaro) Fitzgerald

Santoni Investigations
Business Development
(415) 722-7911
alli@santoniworldwide.com
Consultant & Service
Home Group: San Mateo 1

Bio: Professional investigation & background screening firm. We work with attorneys, insurance companies and HR Professionals to provide accurate information needed to mitigate risk and make important business decisions.

David Kupferman

David Kupferman, CPA
CPA DABFA CGMA
(415) 242-1111
david@sfcpa.com
Accountant
Home Group: San Francisco 6

Bio: A KPMG trained CPA with 25+ yrs experience who unlike many CPA’s, David has stood both in CPA Public Practice and as CFO for US & International tech ventures. David helps high net worth individuals, trusts and businesses needing seasoned tax advice;

Jonathan Leidy

Portico Wealth Advisors
Principal
(415) 925-8700
jonathan@porticowealth.com
Investment Advisor
Home Group: San Francisco 4

Bio: Jonathan fixes “broken” retirement plans, i.e. those experiencing some combination of high cost and poor service/investment options, for professional service firms with 10+ partners, e.g. law firms, Drs. groups, engineering/accounting firms, etc.

Alex Rayter

Phoenix 2.0, Inc.
Principal
(415) 595-2703
alex@p20inc.com
Information Technology
Home Group: San Mateo 1

Bio: Full-Service IT & Cyber Security Management, Strategic Projects and Technical Staffing for SMB, Lower Middle Market and departments within Enterprise organizations

Ivette M. Santaella

Santaella Legal Group, APC
Shareholder
(925) 831-4840
ivette.santaella@santaellalaw.com
Attorney
Home Group: San Ramon 1

Bio: Ivette M. Santaella is the lead partner of Santaella Legal Group [“SLG”], APC. Ivette practices Elder Law, Estate Planning, Trust Administration, Special Needs Planning & Conservatorships. The firm provides legal services in Spanish and English.

Jordan Shields

Arrow Benefits Group
Senior Partner
(707) 242-6690
jordans@arrowbenefitsgroup.com
Insurance
Home Group: Larkspur 1

Bio: We work with organizations of all sizes to help with their compensation and benefit strategies and the attendant needs surrounding these.