Ursula AugerFamily Office Team in Palm Beach, FL
...Ursula Auger Analyst, Investment Consulting Services Calibre
...Ursula AugerPhone/FaxTelephone: 561.820.1149Fax: 561.820.11
Email Ursula Auger Background: Ms. Auger joined Wachovia in 2007, and currently serves as Portfolio Strategist and Analyst.She
is responsible for portfolio and investment analysis for developing and managing portfolio strategies for clients utilizing Calibre's
comprehensive investment capabilities. Experience: Ms. Auger has over 8 years of experience in the financial services industry, with specific expertise in asset allocation and investment strategy.Prior to joining Wachovia, she served as an Investment Analyst with Citibank, where she focused on developing and maintaining asset allocation tools and investment strategy publications geared towards affluent clients in Latin America.Ms. Auger was previously affiliated with JP Morgan, and served as a private banking analyst in the Palm Beach office.Education: Ms. Auger received an MBA with a concentration in Finance and Marketing and a Bachelor of Business Administration degree from the University of Miami.She holds the designation of Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of South Florida.