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2016-08-25T00:00:00.000Z

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The CFA Society of South Florida Inc

525 Okeechobee Blvd Ste 1800

West Palm Beach, Florida 33401

United States

Company Description

The CFA Society of South Florida, Inc. (the Society), is a non-profit member organization dedicated to the highest standards of professional competence and integrity in the financial professions. The Society, founded in 1971, serves the investment communi ... more

Find other employees at this company (4)

Background Information

Employment History

Portfolio Manager

Castle Wealth Management

Analyst, Investment Consulting Services

Calibre

Education

Bachelor of Business Administration degree

University of Miami

MBA

Finance and Marketing

MBA

Finance and Marketing

University of Miami

Web References (3 Total References)


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


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.
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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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