Nastaran Motiei MBA
Nastaran is Steven Roy Management's Chief Executive Officer(CEO) and CEO-Managing Member for our financial services affiliate, Cambyses Financial Advisors, LLC. Nastaran supervises and guides our project management, banking, and interim CFO services; provides analytics and due diligence in connection with our business planning projects; and is broker of record for insurance activities.
Nastaran brings over thirty years of financial planning, banking industry, light manufacturing, and project management experience to her role in Steven Roy Management. Recent projects include compliance and stress testing services (DFAST and CCAR) for a major Southern California bank, and structural financial and risk exposure analysis for an aerospace specialty manufacturer.
Nastaran is an MBA graduate of University of Massachusetts (Amherst). She holds Series 5, 7, 26, 63, and 65 securities registrations (CRD #5836735) and several life, annuity, and health insurance Registrations (0G79012). Nastaran is Project Management Professional (PMP) certified (PMP Number: 2599579)
Steven J Roy MS, MST, EA, MRP
Fellow of the National Tax Practice Institute
Steven is currently Chief Operations Officer of Steven Roy Management, and Chief Operations and Compliance Officer for Cambyses Financial Advisors, LLC. For nearly forty-five years Steven has provided business development, management consulting, financial management, and tax services to aviation, entertainment, hospitality, technology, service companies, and real estate ventures. Through Steven Roy Management, Cambyses, and their predecessors, Steven has provided financial expertise to over 1,100 business ventures.
Steven has served as a director, officer, or trustee for over thirty-five public and privately held companies. He taught finance, taxation, and management to fellow professionals through UCLA Extension Services, has been a contributing editor for several professional journals, and has authored four book length publications (finance, tax, and economics). Steven was recognized as a Fellow of the National Tax Practice Institute in July 2003.
A community activist, Steven supports not-for-profit organizations, civic and municipal activities, and churches-church administrators. He currently serves on the Board and as CFO for Advanced Heliophysics (A joint research project of JPL, UCLA, Cal-Tech, NASA, and NOAA), and Future XO. He is a Board Member of the Los Angeles Mounted Police Foundation and a management advisor to The New Festival, New York's LGBTQ Film Festival. Steven has served on the board of directors for the Tennessee Shakespeare Festival, World Heart Association and over 50 other arts, social, and humanitarian organizations. He was a member of the IRS National Technology Task Force and a financial affairs consultant to the United States Green Building Council and the Los Angeles Public Safety Employee Division. Internationally (through Crisis Recovery International) Steven has assisted development projects in Nepal (Women for Human Rights), Sri Lanka (Association of War Affected Women), India, Viet Nam, and the Philippines.
A graduate of UCLA (BS) and USC (MS), Steven also holds an MS in Taxation from California State University, Fullerton, and professional designations or certifications in real estate investment, financial planning, entertainment finance, accounting and equine operations. Steven is a licensed California Real Estate Broker (CalBRE License # 01706626) and broker of record for Steven J Roy Management. He is Managing Member and an Investment Advisor Representative (CRD #6499051) for Cambyses Financial Advisors LLC (CRD #230786). He is also an Enrolled Agent (Federal Registration #036074) and is enrolled to practice before the Internal Revenue Service’s Compliance, Examination, Appeal, and Collections Divisions.
Dr. David A Lee
David Lee provides management and marketing advisory services to our clients and assists when we market our real estate investment funds and owner/user syndications.
David brings a wealth experience to Steven Roy Management. In addition to his role in our investment funds, David acts as Vice President for Sales and Marketing for Steven J Roy Management. Since 1974 David has been President of Basic Analysis, a sales and marketing organization serving a number of engineering and engineering support companies including Taylor Devices. David has served as West Coast Technical Director of Taylor Devices, and as Vice President of Tayco, a Taylor subsidiary. In these capacities David has been responsible for sales and marketing of commercial and military shock and vibration isolators, and has supplied mechanical and structural engineering design and analysis services.
Among his more interesting assignments, David served as head of TRW’s Engineering Design Section overseeing and supervising design of the LEM descent module, the VELA Hotel satellite, associated ground support and special test equipment, dynamic balancing machines, and a variety of ordnance devices. David currently holds 10 active patents and has authored over 15 technical papers on topics ranging from the design and analysis of flexures for use in rocket engines to balancing systems for spacecraft.
David holds a BS in Structural Engineering from California Institute of Technology and an MS and PhD from the University of Southern California. A community activist, David currently sits on the Boards of Directors of the Wain Foundation and the Los Angeles Mounted Police Foundation. David is a licensed California Real Estate Agent, CalBRE # 01717843, and holds a Series 65 securities registration (CRD #2725610).