Viviana Mattos is a financial advisor at Penserra Wealth Management with eight years of industry experience. She holds a Series 65 designation and previously worked at Burleson & Company, LLC and Triage Consulting Group. Penserra Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management, pension consulting for employee benefit plans on a non-discretionary basis, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement various strategies, including strategic asset allocation and use of ETFs, mutual funds, options, and alternative investments.

Jorge Madrigal is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with various Penserra entities since 2008. Madrigal serves as president of Penserra Capital Management, a registered investment advisor. Penserra Wealth Management is an SEC-registered firm that offers discretionary portfolio management, pension consulting, and financial planning. The firm utilizes a range of analytical methods and investment strategies, serving clients through a team of seven advisors.

Bryce Brown is a financial advisor at Penserra Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Perigon Wealth Management and Burleson & Company. He also serves as a commander in the California Army National Guard, where he is involved in personnel and equipment management as well as engineering projects. Penserra Wealth Management is an SEC-registered adviser that offers discretionary portfolio management, pension consulting, and financial planning. The firm uses a range of analytical approaches and investment strategies, serving clients with approximately $15 million in discretionary assets under management.

Anthony Castelli is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Penserra entities since 2008. Penserra Wealth Management, founded in 2024, offers discretionary portfolio management, pension consulting, and financial planning services. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to guide investment strategies across various asset classes and generally manages portfolios on a discretionary basis.

Lee Geiger is a financial advisor with Penserra Wealth Management in Orinda, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked with Screaming Eagle Trading, Inc. and MOBIUS DESIGN, INC. since 2008. Outside of his advisory work, Geiger is a self-employed novelist. Penserra Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement a range of strategies for its clients.

Sean O’Toole is a financial advisor at Penserra Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked previously at Maverick LTC, LLC and Edward Jones. Based in Orinda, CA, he joined Penserra following a varied background that includes education. Penserra Wealth Management, LLC is an SEC-registered investment adviser founded in 2024 that provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning. The firm uses a mix of analytical approaches and implements various investment strategies, serving clients through a combination of discretionary and non-discretionary services.