NAPFA Spring 2024 National Conference Speaker

As an Investment Director, Mauricio supports the development and application of portfolio and investment models. He works closely with the trading and advisory teams to coordinate the implementation of the financial planning and portfolio recommendations. Mauricio joined The Mather Group in December 2021 with the acquisition of Eugenias Advisory Group, where he had been working as the Director of Investment Management & Business Development, as well as Portfolio Analyst & Associate Financial Planner since 2018. Prior to that, he was a Portfolio Implementation Associate for Vanguard. Mauricio co-leads our Diversity, Equity & Inclusion (DEI) Committee and leads our Financial Literacy program for households in need. He is also a member of the Investment Committee. He has a B.S. in Economics from Arizona State University, an MBA with a Finance focus from Vanderbilt’s Owen Graduate School of Management, and a Certificate in ESG Investing from the CFA Institute. He also holds the Chartered Financial Analyst® designation, is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the National Association of Personal Financial Advisors (NAPFA) and the CFA Society of Nashville. Mauricio is originally from Mexico City and moved to the United States when he was 21 years old. He spent a few years in Scottsdale, AZ, but decided to trade the 120-degree weather for a more temperate city when he moved to Nashville, where he met his wife Kate the very first day of business school. They live with their dog Capo, a 130-pound Neapolitan Mastiff who thinks she’s a lap dog. In his free time, Mauricio enjoys watching and playing soccer, discovering new places, going on long walks, reading, mentoring students, and organizing events with the Vanderbilt Alumni Nashville chapter.