Leadership
MBA, Columbia Business School, UC Berkeley Haas School of Business
BS, California State University, Fullerton
Series 7, 24, 27, 63, 65, 99, and SIE registrations
Jorge is Penserra’s founder and Chief Executive Officer since June 2007.
Developing innovative products/services, implementing precise solutions, and engaging in effective recruiting are at the forefront of Jorge’s leadership focus. He leads the Executive Committee, which sets the firm’s strategic direction, working across all business lines to ensure Penserra is focused on its client’s most critical trading and investment objectives. Jorge is also Chairman of the Board of Directors.
Prior to founding Penserra, Jorge spent fourteen years at Barclays Global Investors (BGI), which is now part of BlackRock, in various senior capacities including Head of Transition Management and Senior Portfolio Manager. Before working at BGI, he also worked for Baxter International and Conagra in finance roles.
Jorge is very active with the local community. He serves on the board of directors and finance committee for Make-A-Wish Greater Bay Area. Jorge also serves on the board of directors for Pangea Legal Services, a legal advocacy group for immigrant rights, as well as a member of the finance committee for the Community Foundation of Mendocino. Jorge also established the Founder’s Scholarship for immigrant college-bound students and, more recently, the Penserra Foundation, a nonprofit entity focused on working with communities and organizations to promote diversity, education, and the well-being of children.
MBA, The Amos Tuck School of Business Administration, Dartmouth College
B.A., Claremont McKenna College
Series 3, 7, 24, 27, 52, 53, 63, 65, 99, and SIE registrations
Lee was named Chief Compliance Officer of Penserra Wealth Management in January 2025. He joined Penserra in April 2009 and in January 2018 become Penserra’s Director of Marketing. In 2021, he added Compliance Officer and Financial and Operations Principal (FinOp) to his job responsibilities. Prior to compliance, Lee spent thirty years as an institutional equity sales trader, demonstrating a history of management, sales, trading, compliance, and marketing.
Bryce joins Penserra as a Partner and Founder of Treasury West. Bryce brings over a decade of wealth management experience helping clients navigate the capital markets, corporate benefit plans, and household financial planning. Bryce employs an analytical eye for process in building relationships with clients through understanding their circumstances and goals for the future. In addition, he utilizes his portfolio manager expertise to review the allocations and investment thesis for clients.
Prior to joining Penserra, Bryce was a Wealth Advisor and Partner at Perigon Wealth Management. Bryce was also a Partner at Burleson + Company, and before that an associate at Roberts & Ryan Investment, Inc. in San Francisco where he focused on building client portfolios and generating solutions for companies. Bryce received a Bachelor of Arts in Political Science from the University of California, Berkeley. He is an Eagle Scout as well as a captain in the California Army National Guard with whom he served in Syria, receiving a Bronze Star. In Bryce’s free time, he enjoys reading, travel, and working on fulfilling home projects in Sonoma County.
Saint Mary’s College of California – B.S., Applied Mathematics
Series 66 registration
Born and raised in Huntington Beach, California, Sean made his way north to the Bay Area to attend Saint Mary’s College of California, where he earned his Bachelor of Science in Applied Mathematics. As a member of the Advisor Support team at Penserra Wealth, Sean works behind the scenes to keep client service running smoothly, supporting advisors with account operations, reporting, and day-to-day client needs. He holds the Series 66 license.
Outside the office, Sean’s competitive streak comes from the ballfield, he pitched as a right-hander for the Saint Mary’s Gaels baseball team, and he still enjoys playing and watching the game today.
Sean.Otoole@penserra.com
(925) 594-5013
Chapman University – B.A., Integrated Educational Studies
Saint Mary’s College of California – M.A., Special Education
A Bay Area native, Lauren headed south to Chapman University, where she earned her B.A. in Integrated Educational Studies with a focus on disability rights, before returning home to complete her Master’s in Special Education at Saint Mary’s College of California. At Penserra Wealth, Lauren focuses on advisor onboarding and client services, guiding new advisors through a smooth transition to the firm and ensuring clients receive attentive, responsive support along the way. Her background in education shines through in her work: she brings patience, clear communication, and a knack for making complex processes feel manageable.
Outside the office, Lauren loves cooking, especially Chinese and Italian dishes, and spending time with her family.
Lauren.Fruci@penserra.com
(925) 594-5006