Family. Wealth. For generations.

Legacy Wealth Partners

Our advice will always reflect our understanding of the global marketplace and the opportunities UBS, as one of the world's largest wealth management firms can offer. Our relationships, though, will always be personal, focused on you, your local community and on all that matters to your family and the future you're building.

  • Mauricio Aranguren self photo

    Mauricio Aranguren

    Managing Director–Wealth Management

    International Private Wealth Advisor

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    • AZ
    • DE
    • FL
    • NJ
    • NY
    • PR
    • SC
    • TX
    • 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, 2023The 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, 2024The 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.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • Albright College, Bachelor of Science - Business: 2004
    • International Private Wealth Advisor
    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
    • DE
    • FL
    • NY
    • PR
    • SC
    • TX
    • 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 Management Teams, 2024The 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.

    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

    • 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
  • Carolina Bocanegra

    Carolina Bocanegra

    Senior Wealth Strategy Associate

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    • AZ
    • CA
    • DE
    • FL
    • MA
    • MD
    • NC
    • NJ
    • NY
    • PR
    • TX
    • 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.

      Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

          1285 Avenue Of The Americas
          New York, NY 10019
        • Diana Squires

          Diana Squires

          Client Associate

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          • AZ
          • CA
          • CO
          • CT
          • DC
          • DE
          • FL
          • GA
          • IL
          • MA
          • MD
          • ME
          • NC
          • NJ
          • NY
          • OR
          • PR
          • SC
          • TX
          • WY

          Diana joined UBS Financial Services in September 2019. 

          Prior to joining UBS, she was with JP Morgan Private Bank covering ultra-high net worth Latin American families and organizations in the Southern Cone region. She also spent some time in management roles with JP Morgan Securities where she was tasked with the rollout and implementation of business development initiatives. 

          Additionally, Diana spent several years at Goldman Sachs in Miami where she served as a Wealth Management Professional covering clients that reside in Mexico. 

          Diana earned her Bachelor's degree in Business Administration from Florida International University in Miami and an MBA from the University of Miami. Diana is also FINRA licensed 7, 63 and 66. 

          Diana lives in Essex Fells New Jersey with her husband and their two children.

            Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                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. 

                    Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

                        1285 Avenue Of The Americas
                        New York, NY 10019

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