Family. Wealth. For generations.

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

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Legacy Wealth Partners

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Mauricio Aranguren self photo

    Mauricio Aranguren

    Managing Director–Wealth Management

    International Private Wealth Advisor

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    • AZ
    • CA
    • DE
    • FL
    • GA
    • NJ
    • NY
    • PR
    • SC
    • TX
    • VA
    • WY

    Mauricio Aranguren is an experienced International Private Wealth Advisor and Managing Director at UBS International, where he has been working since 2005. In this role, he provides tailored advice to families and their related entities. With a passion for people and a focus on helping his clients achieve their goals, Mauricio’s high-touch service is designed to meet the unique needs of each family he serves.

    Mauricio has covered Latin America from New York, as well as from Geneva, Switzerland in 2007-2008.  Today, Mauricio and his team work closely with a small number of families from around the globe providing solutions that are tailored to their specific needs and preferences.

    In addition to his work at UBS, Mauricio is actively involved in several charitable organizations including Jacinto Convit World Organization. He is a graduate of Albright College, where he earned his degree as a Bachelor of Science with a major in Business Administration and a concentration on Finance. In his spare time, he enjoys traveling, cooking, playing tennis, and spending time with his wife and three children.

    • Forbes Best-in-State Wealth Advisors, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • Albright College, Bachelor of Science - Business: 2004
    • International Private Wealth Advisor
    1285 Avenue Of The Americas
    New York, NY 10019
    mauricio.aranguren@ubs.com
    Mauricio Aranguren
    1285 Avenue Of The Americas,New York,NY,10019
  • Jose Iglesias

    Jose Iglesias CFA, CFP

    Senior Vice President–Wealth Management

    International Private Wealth Advisor

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    • AZ
    • CA
    • DE
    • FL
    • GA
    • NY
    • SC
    • TX
    • VA
    • WY

    Jose is an International Private Wealth Advisor with UBS Financial Services in New York, where he counsels a global base of private clients and institutions.  His enthusiasm for working with individuals and their families, and his talent for delivering and articulating his guidance, have made him an invaluable and trusted advisor to his clients.  

    Jose gained his deep understanding of investment management and portfolio construction through his over 27-year career in financial services.  Prior to becoming a Financial Advisor, Jose held roles as a Senior Global Portfolio Strategist at UBS A.G., Investment Counselor at The Citigroup Private Bank, and an Associate in the U.S. Private Client Division of Sanford C. Bernstein & Co. 

    An avid learner throughout his career, Jose earned his BS in Finance from St. John's University in NYC and his MBA with specializations in Finance and International Business from The University of Notre Dame in Indiana.  In addition, he has earned the Chartered Financial Analyst (CFA®) designation and is a Certified Financial Planner (CFP®). He has also achieved the exclusive International Private Wealth Advisor (IPWA) designation at UBS, placing him in a select group of Advisors uniquely positioned to service sophisticated client needs.

    Jose lives in Long Island New York with his wife and two children.  In his free time, he enjoys traveling and helping to coach his children's sports teams.

    • Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Notre Dame, Masters of Business Administration (MBA): 2001
    • St. Johns University, Bachelor of Science - Business: 1993
    • International Private Wealth Advisor
    • CERTIFIED FINANCIAL PLANNER
    • Chartered Financial Analyst
    • Senior Portfolio Manager
    1285 Avenue Of The Americas
    New York, NY 10019
    jose.iglesias@ubs.com
    Jose Iglesias CFA, CFP
    1285 Avenue Of The Americas,New York,NY,10019
  • Carolina Bocanegra

    Carolina Bocanegra

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • DE
    • FL
    • GA
    • MA
    • MD
    • NC
    • NJ
    • NY
    • PR
    • TX
    • VA
    • WY

    Carolina Bocanegra is a Senior Wealth Strategy Associate at UBS Financial Services within the Wealth Management America's International Division. Carolina joined UBS AG in June 2005 as a Client Service Associate, focusing on serving UHNW families in Latin America and the US. Carolina is committed and passionate about providing the best level of service to our clients expeditiously. She brings over 17 years of experience to our team. Carolina is responsible for administering and managing the team’s day-to-day tasks and providing outstanding service to ensure client satisfaction. 

    Carolina earned her bachelor’s degree in Business Administration from Baruch College in New York. Carolina is also FINRA licensed 7 and 66.

    Carolina lives in Kew Gardens New York with her husband and their two children. Carolina enjoys traveling, movies and cooking.

          1285 Avenue Of The Americas
          New York, NY 10019
          carolina.bocanegra@ubs.com
          Carolina Bocanegra
          1285 Avenue Of The Americas,New York,NY,10019
        • Maribel Ortiz photo

          Maribel Ortiz

          Client Associate

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            Maribel is a Client Service Associate at UBS Financial Services, where she is dedicated and responsible for providing clients with the highest level of service and account care.  Prior to joining Financial Services in 2020, Maribel served as a Senior Client Associate at the UBS Private Bank for over 14 years, where she specialized in servicing the Banking & Lending products team.  In this role, Maribel was primarily responsible for coverage of the International UBS Financial Services branches in Manhattan, New York and Coral Gables, Florida.

            Maribel earned an Associate of Applied Science degree in Business Administration from Kingsborough Community College in New York.

            Maribel lives in Riverdale New York with her daughter Alexandra, where she enjoys attending football games and volunteering at her local community center and her daughters’ school. 

                  1285 Avenue Of The Americas
                  New York, NY 10019
                  maribel.ortiz@ubs.com
                  Maribel Ortiz
                  1285 Avenue Of The Americas,New York,NY,10019
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