Let's move forward. Together.

Mauricio Dorfzaun

Managing Director–Wealth Management

Financial Advisor

Mauricio brings over 20 years of diverse experience in covering UHNW families in Latin America. He works closely with high-net-worth individuals to develop highly customized solutions to their investing and wealth management needs. Prior to joining UBS, Mauricio was a Private Banker and Global Investment Specialist at JPM for 12 years and before that at UBS Investment Bank (Foreign Exchange Sales & Trading) and Private Bank covering the Andean region. He has an MBA from Duke University (Fuqua School of Business) and a BS in Economics and Finance from Bentley University. He lives in NY with his wife and three children.  


  • MBA, Duke University
  • Bachelors of Science in Economics & Finance, Bentley University

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Custom portfolios
Business Owners
Asset allocation
1285 Avenue of the Americas
NY, NY 10019
  • (212) 882-5396

Email Me

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

Focus on liquidity management

CIO House View monthly livestream


UBS and Credit Suisse—stronger than ever

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager