ECONOMIC
Ursula Auger, CFA, CFP, is portfolio manager and research analyst with Keating Investment Counselors, Inc., and has been in the financial services industry for 20 years. She is fluent in Spanish and has specific expertise in investment strategy, financial planning and portfolio management. She 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. At Keating Investment Counselors, she enjoys understanding clients’ needs and implementing investment strategies to assist clients in meeting their financial goals.
