Portfolio Manager and Research Analyst
Ursula Auger moved to Florida in 1995 and has been in the financial services industry for twenty years. She is fluent in Spanish and has specific expertise in investment strategy, financial planning, and portfolio management. Ursula has been an investment manager at Wells Fargo and an analyst at Citibank and JP Morgan. In these roles, she analyzed investments, built portfolios, and prepared newsletters for affluent and high net worth clients. Ms. Auger found the work at these roles rewarding but believed that she could be more effective at helping clients within a privately owned firm like Keating Investment Counselors, Inc. She enjoys understanding clients' needs and implementing investment strategies to assist clients in meeting their financial goals.
Ursula received a Bachelor of Business Administration and MBA with a concentration in Finance and Marketing from the University of Miami. She developed her interest in investing while working on her MBA and was awarded the Chartered Financial Analyst (CFA) designation in 2006. Ms. Auger has served on the board of the CFA Society of South Florida since 2011 and is a past President of the Society. Ursula currently works with Phil Keating on the Society's board helping promote investment education to the South Florida community.