Ursula Stephanie Auger
Analyst-Equity chez Keating Investment Counselors, Inc.
Profil
Ms. Ursula S.
Auger, CFA MBA, is a Portfolio Manager & Research Analyst at Keating Investment Counselors, Inc. Ms. Auger was previously employed as a Portfolio Manager by Castle Wealth Management LLC, an Assistant by The Bridge Group, Inc., an Analyst by Wells Fargo Family Wealth, an Investment Analyst by Citigroup, Inc., an Analyst by JPMorgan Chase & Co., a Vice President & Analyst by Abbot Downing Investment Advisors, and a Financial Advisor by StateTrust Capital LLC.
She received her undergraduate degree from the University of Miami and an MBA from the University of Miami.
Postes actifs de Ursula Stephanie Auger
| Sociétés | Poste | Début |
|---|---|---|
Keating Investment Counselors, Inc.
 Keating Investment Counselors, Inc. Investment ManagersFinance Founded in 1983, Keating Investment Counselors, Inc. is a registered investment advisor that manages assets for individuals and pension and profit sharing plans. The firm is located in Delray Beach, Florida. | Analyst-Equity | 01/04/2018 |
Anciens postes connus de Ursula Stephanie Auger
| Sociétés | Poste | Fin |
|---|---|---|
Castle Wealth Management LLC
 Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Membre du Comité d'Investissement | 01/04/2018 |
The Bridge Group, Inc.
 The Bridge Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Bridge Group, Inc. is a sales strategy consulting private company that focuses on helping B2B companies with their sales development, account executives, and customer success management. The company is based in Hudson, MA. The company provides custom go-to-market strategies and hyper-focused roadmaps to help companies increase their conversations, build more pipeline, win more deals, and scale for growth. The company was founded by Trish Bertuzzi. Trish Bertuzzi has been the CEO since incorporation. | Corporate Officer/Principal | 31/07/2016 |
Wells Fargo Family Wealth
 Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Analyst-Equity | 28/02/2011 |
| CITIGROUP INC. | Corporate Officer/Principal | 01/11/2007 |
| JPMORGAN CHASE & CO. | Corporate Officer/Principal | 01/09/2001 |
Formation de Ursula Stephanie Auger
| University of Miami | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| CITIGROUP INC. | Finance |
| JPMORGAN CHASE & CO. | Finance |
| Entreprise privées | 6 |
|---|---|
Keating Investment Counselors, Inc.
Keating Investment Counselors, Inc. Investment ManagersFinance Founded in 1983, Keating Investment Counselors, Inc. is a registered investment advisor that manages assets for individuals and pension and profit sharing plans. The firm is located in Delray Beach, Florida. | Finance |
StateTrust Capital LLC
 StateTrust Capital LLC Investment ManagersFinance StateTrust Capital LLC (STC) is a SEC-registered asset management firm headquartered in Boca Raton, Florida. The firm was founded by Uri Benhamrom in 1999. They are a wholly-owned subsidiary of StateTrust Group LLC. STC provides portfolio management services to individuals who are US and non-US citizens or residents, high-net worth individuals, personal holding companies, and other US and international institutions. | Finance |
Wells Fargo Family Wealth
Wells Fargo Family Wealth Investment ManagersFinance Wells Fargo Family Wealth, formerly Calibre Advisory Services, is a registered investment advisor headquartered in Charlotte, North Carolina. The firm is a subsidiary of Wachovia Corp. (NYSE: WB) and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). Wells Fargo Family Wealth provides investment management primarily to ultra-high net-worth individuals and families | Finance |
The Bridge Group, Inc.
The Bridge Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Bridge Group, Inc. is a sales strategy consulting private company that focuses on helping B2B companies with their sales development, account executives, and customer success management. The company is based in Hudson, MA. The company provides custom go-to-market strategies and hyper-focused roadmaps to help companies increase their conversations, build more pipeline, win more deals, and scale for growth. The company was founded by Trish Bertuzzi. Trish Bertuzzi has been the CEO since incorporation. | Commercial Services |
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | Finance |
Abbot Downing Investment Advisors
 Abbot Downing Investment Advisors Investment ManagersFinance Abbot Downing Investment Advisors is an investment advisor headquartered in Minneapolis, Minnesota. The firm is a subsidiary of Wells Fargo & Co. (NYSE: WFC). They provide investment management services to a small number of individuals and families, as well as their endowments and foundations. | Finance |