An experienced and committed team

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.

Lisseth has over 8 years of experience in the financial services industry. A skillful problem-solver, she is a tremendous resource for all operational questions and issues. Working closely with advisors, drawing upon her deep knowledge of the financial industry she prides herself on finding the best client centric solution for each situation.

Lisseth holds a B.S. degree in Business Management and Entrepreneurship from Baruch College. Fluent in Spanish.