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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.

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