#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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#1
for High Net-Worth clients
Euromoney Private Banking and Wealth Management Survey (peer review), 2015-2022
51 countries
Our global footprint
More than 160 years
offering financial advice
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