Head of Global Sector Research, UBS Investment Bank
Member, UBS Investment Bank Board
Erika is a Managing Director and the Head of Global Sector Research for UBS Investment Bank. She serves as Chair of the Global Investment Review Committee, managing the UBS Global Sector Research effort encompassing Analysts and Strategists around the world. Erika is a member of the UBS Investment Bank Board, the UBS Research Managing Board, the Americas Equity Business Committee
Formerly, in her capacity as the Global Head of Research Product Management, Erika was responsible for developing the UBS family of equity research products and processes. She created and oversees the trademarked UBS “Q-Series” global research initiative which has been profiled in publications including Investment Dealer’s Digest, Euromoney, Thomson Extel and the Enhanced Analytics Initiative. Other trademarked recognized research products include the “UBS Global I/O”, the “Global Portfolio Manager’s Spotlight”, “Compelling Analogies”, and the “Global Bear”. Erika is among the first winners of the UBS Investment Bank Leadership Award established in 2006.
Erika is a member of the founding UBS Executive Diversity Council. She has been noted as a driving force behind the UBS diversity agenda through her efforts for the All Bar None women’s network, her recruiting and mentoring, and as the business champion behind the creation of UBS Pride, the GLBT employee network. She has served on the National Board of GLSEN, and been honored for her work in the community, including recognition by the YWCA-NYC Academy of Women Leaders, which selects female business leaders from across industries who work towards the YW’s stated mission of the economic empowerment of women.
Prior to joining UBS in 1999, Erika worked at Credit Suisse First Boston for eight years, most recently as director in Institutional Equity Sales. She began her career as an account representative for IBM Corp., and holds an MBA from Columbia University and a BS in Economics from the Wharton School, University of Pennsylvania. Erika lives on the Upper West Side of Manhattan with her partner Sari and their three young daughters.