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Last Update

2008-09-29T00:00:00.000Z

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Background Information

Employment History

Portfolio Strategist
Calibre

Investment Analyst
Citibank

Analyst, Investment Consulting Services
Calibre

Affiliations

Member
CFA Institute

Member
The CFA Society of South Florida Inc

Education

MBA
Finance and Marketing

Bachelor of Business Administration degree

University of Miami

Web References (2 Total References)


Calibre Investment Consulting Team

www.calibre.com [cached]

Ursula AugerCalibre Investment Consulting Team

...
Ursula Auger
Analyst, Investment Consulting Services
Calibre
...
Ursula AugerPhone/Fax
Telephone: 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.
...
Ursula Auger


Family Office Team in Palm Beach, FL

www.calibre.com [cached]

Ursula AugerFamily Office Team in Palm Beach, FL

...
Ursula Auger
Analyst, Investment Consulting Services
Calibre
...
Ursula AugerPhone/Fax
Telephone: 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.
...
Ursula Auger

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