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Ursula Auger

Portfolio Manager

Castle Wealth Management

HQ Phone:  (561) 584-5080

Direct Phone: (561) ***-****direct phone

Email: u***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Castle Wealth Management

1400 Centrepark Blvd Suite 900

West Palm Beach, Florida,33401

United States

Company Description

At Castle Wealth Management, we understand the unique challenges that come with managing wealth. For nearly two decades, we have served as a trusted partner of individuals and families, providing wealth management guidance and solutions based on a thorough und...more

Background Information

Employment History

Analyst, Investment Consulting Services

Calibre


Affiliations

The CFA Society of South Florida Inc

President


Education

Bachelor of Business Administration degree

University of Miami


MBA

Finance and Marketing


MBA

Finance and Marketing

University of Miami


Web References(8 Total References)


Investment Managers in West Palm Beach- Castle Wealth Management

castlewm.com [cached]

Ursula Auger, CFA, CFP®
Castle Wealth Portfolio Manager


Investment Managers in West Palm Beach- Castle Wealth Management

castlewm.com [cached]

Ursula Auger, CFA, CFP®
Castle Wealth Portfolio Manager


Ursula Auger, CFA, CFP® -

castlewm.com [cached]

Ursula Auger, CFA, CFP®
Castle Wealth Portfolio Manager About Ursula Ursula joined Castle Wealth Management in August 2016 and currently serves as Portfolio Manager. She has more than 15 years of experience in the financial services industry, with specific expertise in asset allocation and investment strategy. She is a CFA charter holder since 2006 and brings proficiency in writing investment-related publications, asset allocation, investment strategy and portfolio management. Ursula has worked at JP Morgan, Wells Fargo, and Citibank focusing on affluent and ultra-high net worth families. Ursula received a Bachelor of Business Administration and MBA with a concentration in Finance and Marketing from the University of Miami. She is a member of the CFA Institute and serves on the board of CFA Society South Florida since 2011. Ms. Auger is currently president of CFA Society South Florida. Ursula moved to Florida in 1995 and lives in Boca Raton. She has two daughters and enjoys walking, hiking and reading.


CFA Society South Florida President Ursula Auger, CFA, CFP� joins Castle Wealth Management as

www.prnewswire.com [cached]

CFA Society South Florida President Ursula Auger, CFA, CFP joins Castle Wealth Management as Portfolio Manager
17-year industry veteran will manage investment portfolio and serve on Investment Committee BOCA RATON, Fla., Aug. 24, 2016 /PRNewswire/ -- Ursula Auger, CFA, CFP has joined Castle Wealth Management as Portfolio Manager and a member of the Investment Committee. Ursula has an extensive background as a financial analyst and investment advisor having worked for such firms as JP Morgan, Citibank and Wells Fargo specializing in dealing with affluent and ultra-high net worth families. Having received her MBA from the University of Miami in Finance and Marketing, Ursula has obtained the designations of Certified Financial Planner and Chartered Financial Analyst. She is currently the President of CFA Society South Florida and has served on their Board of Directors since 2011. She is appreciated within the industry for her analytical skills and technical expertise, Ursula adds additional strengths to the already highly credentialed professional staff at Castle Wealth Management. Continue Reading Ursula Auger, CFA, CFP Portfolio Manager Castle Wealth Management Ursula Auger, CFA, CFP Portfolio Manager Castle Wealth Management CFA Society South Florida President Ursula Auger, CFA, CFP joins Castle Wealth Management as Portfolio Manager


castlewm.com

Ursula Auger, CFA, CFP(R)


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