Mauricio Dorfzaun is a Managing Director at UBS Financial Services Inc. in New York, NY. With over 20 years of experience, Mauricio specializes in providing highly customized solutions for high-net-worth individuals and UHNW families in Latin America. He has a strong background in wealth management and investment banking, having previously worked at JPMorgan and UBS Investment Bank. Mauricio holds an MBA from Duke University and a BS in Economics and Finance from Bentley University.
At UBS, Mauricio and his team offer comprehensive advice and services in areas such as investing, custom portfolios, banking, and asset allocation. They prioritize understanding their clients' priorities and concerns, working together to develop strategies that align with their life goals. Mauricio's expertise and dedication to his clients make him a trusted advisor in the field of wealth management.
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