Mauricio Dorfzaun - MD Team
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Mauricio Dorfzaun - MD Team

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.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • IL
  • NC
  • ND
  • NJ
  • NY
  • PR
  • SD
  • TX
  • WY

Mauricio Dorfzaun - MD Team

Education

  • Bentley University , Bachelor of Science in Economics and Finance
  • Duke Fuqua School of Business, MBA

Mauricio Dorfzaun - MD Team

1285 Avenue of the Americas
NY, NY 10019

Email Me

Mauricio.dorfzaun@ubs.com
Mauricio Dorfzaun - MD Team
1285 Avenue of the Americas ,NY,NY,10019

  • Mauricio Dorfzaun - MD Team

    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.

    Registered States:
    • AZ
    • CA
    • CO
    • CT
    • DE
    • FL
    • IL
    • NC
    • ND
    • NJ
    • NY
    • PR
    • SD
    • TX
    • WY

    Education

    • Bentley University , Bachelor of Science in Economics and Finance
    • Duke Fuqua School of Business, MBA
    1285 Avenue of the Americas
    NY, NY 10019

    Email Me

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