Trust. Experience. Confidence.

RIS Team

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Boardroom

Collaborative team approach to reach investment goals

The Group integrates sales, trading, and operations into one efficient structure and strives to provide the pinnacle of client service that distinguishes itself from the competition.  The team partnership helps us maintain many long-term relationships and continue to build new ones.  We work with each client individually providing the most appropriate combination of advice and strategy.  As the financial world grows more complex, we provide clarity.

  • BW

    Jodi Pieczynski

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AZ
    • CA
    • GA
    • HI
    • ID
    • MO
    • NV
    • OH
    • TX
    • WA

    Jodi is a partner on the Sacramento Regional Institutional Sales Team. Our team’s focus is fixed income trading for government clients. She has been on our team for over thirty years. She began her career with Shearson Lehman in 1989 and in 1993, she joined Kidder Peabody and has been with UBS (through two mergers, Kidder Peabody and PaineWebber) ever since. Jodi has a Bachelor of Science in Business Administration, Finance from California State University, Sacramento. She lives in Roseville, California with her husband and two daughters. She loves traveling, long walks, time with her family and the sound of the ocean.

          3001 Douglas Boulevard
          Suite 160
          Roseville, CA 95661
          jodi.pieczynski@ubs.com
          Jodi Pieczynski
          3001 Douglas Boulevard,Roseville,CA,95661
        • bw

          Steven Rutledge

          Senior Vice President–Wealth Management

          Financial Advisor

          • image
          • image
          • AZ
          • CA
          • GA
          • HI
          • ID
          • MO
          • NV
          • OH
          • TX
          • WA

          Steve is a partner on the Sacramento Regional Institutional Sales Team Inc. who joined UBS in 2003. He has been partners with Jodi for over twenty years. He has over thirty years industry experience beginning his career in 1993 with Hambrecht & Quist, which was subsequently purchased by JPMorgan Chase & Co. He was previously V.P., Portfolio Manager at JPMorgan Fleming Asset Management and holds a Bachelor of Science in Business Administration, Finance from San Diego State University. He lives in Carmichael, California with his wife and son. He is his son’s biggest fan at all games!

                3001 Douglas Boulevard
                Suite 160
                Roseville, CA 95661
                steve.rutledge@ubs.com
                Steven Rutledge
                3001 Douglas Boulevard,Roseville,CA,95661
              • bw

                Erika Jimenez

                Authorized Officer

                Senior Wealth Strategy Associate

                • image
                • image
                • image
                • AZ
                • CA
                • GA
                • HI
                • ID
                • IL
                • MO
                • MT
                • NV
                • NY
                • OH
                • OR
                • TN
                • TX
                • WA

                Erika has worked in financial services since 2008 through many market cycles. She has helped clients through all of those ups and downs- providing understanding and exceptional service.

                A graduate of California State University, Sacramento, Erika earned her Bachelors of Science in business (Finance) and minor in economics. She holds her Series 7 and 66 securities licenses and California state life insurance licenses. Erika has also been awarded the Certified Financial Planner (CFP®) certification as well as her Certified Investment Management Analyst® (CIMA®). Outside of work, Erika and her favorite Air Force veteran, her husband, Anthony, enjoy keeping up with all the sports and activities of their two children, Brodie and Harley.

                CA Agent #0K20299

                  • California State University Sacramento, Bachelors in Business and Finance
                  • Certified Investment Management Analyst®
                  • CERTIFIED FINANCIAL PLANNER®
                  3001 Douglas Boulevard
                  Suite 160
                  Roseville, CA 95661
                  erika.jimenez@ubs.com
                  Erika Jimenez
                  3001 Douglas Boulevard,Roseville,CA,95661

                Connecting you to the deep resources of UBS

                By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

                Three generations in apple orchard

                Turn possibilities into a plan

                House View Monthly

                Mountain climbers on peak at sunrise

                A leading global wealth manager

                White House

                ElectionWatch 2024

                24 questions for the '24 US election

                Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

                The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

                Download the report

                A leader in wealth management

                Backed by the strength of our parent company, UBS AG

                $5.9+ trn

                UBS Group invested assets
                As of 06/30/2024

                51 countries

                Our global footprint

                Global leader

                UBS is a leading and truly global wealth manager

                Insights