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Private Wealth Advisors

Mauricio Aranguren

Managing Director–Wealth Management

International Private Wealth Advisor
Mauricio Aranguren

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-5689
View bio Industry recognition
- 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, 2023, 2024The 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 CFA, CFP

Senior Vice President–Wealth Management

International Private Wealth Advisor
Jose Iglesias CFA, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-5894
View bio Industry recognition
- 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 Advisors, 2024The 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
- 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

Senior Wealth Strategy Associate
Carolina Bocanegra

Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-5688
View bio
- 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

Client Associate
Diana Squires

Authorized Officer
Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-6675
View bio
- 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

Client Associate
Maribel Ortiz

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-5752
View bio
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

Private Wealth Advisors

Mauricio Aranguren

Managing Director–Wealth Management

International Private Wealth Advisor
Mauricio Aranguren

Managing Director–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-5689
View bio Industry recognition
- 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, 2023, 2024The 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 CFA, CFP

Senior Vice President–Wealth Management

International Private Wealth Advisor
Jose Iglesias CFA, CFP

Senior Vice President–Wealth Management
Financial Advisor

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-5894
View bio Industry recognition
- 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 Advisors, 2024The 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
- 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

Senior Wealth Strategy Associate
Carolina Bocanegra

Director
Senior Wealth Strategy Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-5688
View bio
- 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

Client Associate
Diana Squires

Authorized Officer
Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-6675
View bio
- 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

Client Associate
Maribel Ortiz

Client Associate

UBS Financial Services Inc.

Private Wealth Management

1285 Avenue Of The Americas
New York, NY 10019

212-882-5752
View bio
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

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Global insights to guide you

At UBS, you have access to world-class, cutting-edge research and insights, all designed to educate you and help you make more informed decisions about your wealth and your finances.

Our deep bench of experts within our Chief Investment Office identifies investment opportunities and delivers timely reports and analysis on the economy and global markets. All with the goal of helping you make smarter decisions about preserving and growing your wealth.

180-plus investment specialists across 11 key financial hubs, with over 50 analysts in the US
24-hour timely analysis of global developments and how this informs our investment strategy recommendations
Regular client livestreams, videos and podcasts plus over 3,000 reports annually

Source: Investing with UBS Global Wealth Management, 2020.

A boutique experience

Your family is unique and deserves to be treated accordingly. We pride ourselves on our highly personal approach—what you might expect from a small, boutique firm.

Our entire team is committed to building a relationship with you—and every generation of your family—that is grounded in trust and transparency. Above all, our aim is to take care of your financial life, leaving you to concentrate on what’s most important to you.

Who we work with

With the attention of a boutique family office and access to resources across the firm, we offer select clients comprehensive services that look well beyond their investment needs.

Entrepreneurs. We will introduce you to an extensive network of professionals and the right investment relationships to provide innovative yet pragmatic solutions.
Corporate executives. Our team brings discipline and strategic planning during your wealth-building years as well as when the time comes to transition out of corporate life.
Multigenerational families. Managing wealth spanning many generations requires a careful approach. As your Private Wealth Advisors, we have the experience and strategies to help address these challenges.

Backed by the strength of UBS

A global leader in wealth management

Best

Global private bank services, 2016-2022
Euromoney Private Banking and Wealth Management Survey, 2022

For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020

for High Net-Worth clients

Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022

Insights

The value of connection

UBS Private Wealth Management
As a UBS Private Wealth client, you and your family are connected to an incomparable team of experts and specialist—the firm’s deepest centers of local and global knowledge. They help inform our conversations and our custom recommendations for a plan to move forward.

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Family. Wealth. For generations.

Legacy Wealth Partners

Private Wealth Advisors

Mauricio Aranguren

Jose Iglesias CFA, CFP

Carolina Bocanegra

Diana Squires

Maribel Ortiz

Private Wealth Advisors

Mauricio Aranguren

Jose Iglesias CFA, CFP

Carolina Bocanegra

Diana Squires

Maribel Ortiz

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A focus on personalized access and service

Global insights to guide you

A boutique experience

Who we work with

Backed by the strength of UBS

A global leader in wealth management

Insights

The value of connection

Request your report

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Thank you for contacting us.

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