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Jonathan M
CFA®, Series 63, Series 66
Hayward, CA
Penserra Wealth Management
Jonathan Masse is a CFA® charterholder and holds Series 63 and Series 66 licenses. He has 21 years of industry experience and is currently with Penserra Wealth Management in Hayward, CA. His prior roles include positions at Perigon Wealth Management, Bank of America, Merrill, and several other firms. Outside of his advisory work, Masse teaches CFA exam review courses and serves as an adjunct professor at UC Berkeley Extension and Santa Clara University. Penserra Wealth Management, LLC is an SEC-registered adviser providing discretionary portfolio management, pension consulting, and financial planning. The firm employs a combination of fundamental, technical, cyclical, and economic analysis and implements strategies including asset allocation, ETFs, mutual funds, options, and certain alternative investments.
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