Codie is a Senior Client Associate at Loxahatchee Capital, where she helps oversee the firm’s client service operations. She manages team processes tailored to each client’s unique needs and supports banking, cash and security transfers, and portfolio reporting. She has deep experience with executive compensation plans, including Rule 144 stock, restricted stock units (RSUs), and both qualified and non-qualified stock options.

Codie began her career at UBS in Colorado in 2006 and transitioned to the firm’s Palm Beach office in 2014 before helping launch Loxahatchee Capital in 2025. She has also served private investors at JPMorgan Private Bank and Morgan Stanley.

She holds a Bachelor of Science in Finance and Real Estate from Colorado State University.