Penserra Wealth Management

Viviana Mattos is a financial advisor at Penserra Wealth Management with eight years of industry experience. She holds a Series 65 designation and has previously worked at Perigon Wealth Management, Burleson & Company, and Triage Consulting Group. Penserra Wealth Management is an SEC-registered investment adviser that offers discretionary portfolio management, pension consulting for employee benefit plans on a non-discretionary basis, and financial planning. The firm uses a combination of analytical approaches and implements diverse strategies including asset allocation, ETFs, mutual funds, options, and certain alternative investments.

Craig Gougis is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds a Series 66 credential and has worked at firms including National Asset Management, Inc. and Emerson Equity LLC. Gougis is also involved in health insurance sales focused on supplemental policies through Presleyga. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, non-discretionary pension consulting, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement diverse investment strategies across ETFs, mutual funds, options, and certain alternative investments.

Robert Sloan is a financial advisor at Penserra Wealth Management with six years of industry experience. He holds a Series 65 designation and previously worked at Perigon Wealth Management, LLC for six years. In addition to his advisory role, Sloan provides consulting services through his own firm, Sloan's Consulting Services. Penserra Wealth Management is an SEC-registered investment adviser offering discretionary portfolio management, pension consulting, and financial planning. The firm employs various analytical approaches and investment strategies, serving primarily institutional and individual clients.

Calvin Lee is a CFP® credentialed financial advisor with 17 years of industry experience. He is currently with Penserra Wealth Management and has previously worked at GAMMA Investing LLC, Shum Financial Group, Ryedale, and Pensera Securities. Penserra Wealth Management is an SEC-registered investment adviser founded in 2024 that offers discretionary portfolio management, pension consulting, and financial planning. The firm applies a combination of fundamental, technical, cyclical, and economic analysis, utilizing strategies including strategic asset allocation and the use of ETFs, mutual funds, options, and alternative investments.

Charles Ucciferri is an investment advisor at Penserra Wealth Management with six years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at LightPath Capital, Inc. and Milkowsky Tax Law. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, pension consulting, and financial planning services. The firm uses a combination of fundamental, technical, cyclical, and economic analyses to implement diversified investment strategies, managing approximately $15 million in discretionary client assets.

Daniel Kim is a CFA® charterholder with 12 years of industry experience. He is currently with Penserra Wealth Management, a team-based firm in Hunts Point, WA. His prior experience includes over a decade at Blackcrane Capital and roles at Saturna Capital Corporation and Saturna Brokerage Services. Penserra Wealth Management, LLC is an SEC-registered adviser founded in 2024 that offers discretionary portfolio management, pension consulting, and financial planning. The firm uses a variety of analytical methods and investment strategies, serving clients with a focus on both discretionary portfolio oversight and non-discretionary pension consulting.

Jorge Madrigal is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with various Penserra entities since 2008, including Penserra Capital Management, where he serves as president. Madrigal has also been involved with Cheevers & Company, LLC since 2016. Penserra Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management, pension consulting, and financial planning. The firm employs a range of analytical approaches and strategies, managing approximately $15 million in discretionary client assets as of 2026.

Bryce Brown is a financial advisor at Penserra Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Penserra, Brown worked at Perigon Wealth Management and Burleson & Company. He also serves as a Commander in the California Army National Guard. Penserra Wealth Management is an SEC-registered firm that provides discretionary portfolio management, pension consulting, and financial planning. The firm employs a range of analytical approaches and investment strategies, managing approximately $15 million in discretionary client assets.

Jonathan Masse is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently with Penserra Wealth Management and has held positions at firms including Perigon Wealth Management, Bank of America, Merrill, and several others. Outside of his advisory role, Masse teaches CFA exam review courses, serves as a professor at UC Berkeley Extension and Santa Clara University, and consults on alternative investments. Penserra Wealth Management, founded in 2024, provides discretionary portfolio management, pension consulting, and financial planning services. The firm employs a combination of analytical methods and implements diversified strategies including ETFs, mutual funds, options, and alternative investments.

Lee Geiger is a financial advisor at Penserra Wealth Management in Orinda, California, holding Series 63 and Series 66 licenses with 37 years of industry experience. He has been involved with Screaming Eagle Trading, Inc. and MOBIUS DESIGN, INC. since 2008. Outside of his advisory work, Geiger is a self-employed novelist, dedicating approximately 10 hours per month to writing. Penserra Wealth Management is an SEC-registered firm that provides discretionary portfolio management, pension consulting, and financial planning. The firm employs a combination of fundamental, technical, cyclical, and economic analysis to implement various investment strategies, serving a range of clients with $15 million in discretionary assets under management as of September 2026.

Sean O’Toole is a financial advisor at Penserra Wealth Management with six years of industry experience. He holds a Series 66 designation and previously worked at Maverick LTC, LLC from 2021 to 2024 and Edward Jones from 2018 to 2021. Penserra Wealth Management, LLC is an SEC-registered investment adviser that offers discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement diverse investment strategies, serving clients through a team of seven advisors.