Experience

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.

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!

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