Insight-based advice

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At Sanctuary Private Wealth, we understand that significant wealth requires tailored, custom solutions. We work with a select number of highly successful business executives and business owners, institutions, multigenerational families and family offices—helping them organize and simplify their financial lives, no matter how complex.

We treat each and every client like family and work hard to build collaborative relationships that are grounded in trust. Because we understand first-hand the complexities and challenges that come with family wealth, we help you make rational, smart decisions in what is often an irrational world. And, by taking excellent care of your financial assets, we free you and your family up to live your lives, manage your businesses and pursue your passions.

A holistic approach

A holistic approach

The art of cash flow analysis

The art of cash flow analysis

Sophisticated advice

Sophisticated advice

Seamless service: An exceptional experience

Because we intentionally limit our client numbers, we can offer a more intimate experience. We make it a priority to develop a personal relationship with each and every one of our clients. Our Florida-based team strives not just to meet—but also to exceed—your expectations when it comes to exceptional service, seamless delivery and a highly personal touch.

  • Christopher Aitken Profile Photo

    Christopher Aitken

    Managing Director–Wealth Management

    Private Wealth Advisor

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    Chris Aitken joined UBS in May 2017 as a Managing Director, where his team managed approximately $1.5 billion in assets for 45 ultra-high net worth and institutional clients. Prior to joining UBS, Chris was Managing Director at Merrill Lynch in the Private Bank & Investments Group from 2009 until 2017. In addition, Chris was a Managing Director at Citi/Smith Barney Institutional Consulting from 1986 until 2008, overseeing $5 billion in assets for institutional clients. Prior to 1986, he served as an accountant with Price Waterhouse Coopers, where he was responsible for auditing and monitoring large pools of non-profit client assets. 

    Chris was a two-time President of the Association of Professional Investment Consultants (APIC), an independent organization dedicated to professionalism within the consulting industry. In addition, Chris has been a member of the Investment Management Consultants Association since 1990. Chris frequently speaks at conferences across the country on asset allocation modeling, investment policy oversight, alternative investing and portfolio attribution analysis.

    Chris has extensive experience in working with ultra-high-net worth families and institutions. Chris acts as the team’s senior partner and coordinates manager research, asset allocation, and investment policy statements.

    Chris received his B.S. in accounting from University of Maryland in 1983. Chris and his wife Letitia reside in Ponte Vedra Beach, FL. Chris has 5 children.

    • Barron's Top 1,200 Financial Advisors, 2019, 2020, 2021, 2022
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America's Top Wealth Advisors, 2017, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • University of Maryland, B.S. in Accounting
    • Private Wealth Advisor
    816 Highway A1A North
    Ponte Vedra, FL 32082
  • Ken Tonning Profile Photo

    Ken Tonning

    Vice President–Wealth Management

    Private Wealth Advisor

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    Ken Tonning joined UBS in May 2017.  

    Prior to joining UBS, Ken worked with ultra high-net-worth individuals and institutions for Merrill Lynch from 2009-2017 and EnTrust Capital from 2007-2009, a multi-strategy hedge fund and fund of hedge funds in New York City. Before EnTrust, Ken worked as a criminal prosecutor in the State Attorney’s Office for the Fourth Judicial Circuit in Jacksonville*.

    Within the team, Ken manages portfolios for both institutional and ultra-high net worth clients. He focuses on financial planning, including investment policy, asset allocation and manager selection. He is focused on servicing the complete needs of high net worth families and institutions. Specifically in the areas of trusts & estate planning strategies, concentrated stock management, alternative investments, and credit & liquidity solutions.

    Ken was named to Jacksonville Business Journal’s Top 40 Under 40 in 2014.

    Ken received his J.D. from Cumberland School of Law*. He completed his undergraduate studies at the University of the South, where he earned his B.A. in U.S. History.

    Ken and his wife, Kimberly, live in Ponte Vedra Beach, FL with their children, Alex and Sydney. In his free time, Ken enjoys hiking, skiing, and playing golf.

    *Ken does not provide legal advice in his capacity at UBS.

      • Cumberland School of Law, J.D.
      • University of the South, B.A. in U.S. History
      • Private Wealth Advisor
      816 Highway A1A North
      Ponte Vedra, FL 32082
    • Shelby Tensfeldt Profile Photo

      Shelby Tensfeldt

      Team Administrator

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      Shelby Tensfeldt currently serves as the Team Business Manager for Aitken & Associates. Within the team, she is responsible for business management and coordinating ultra-high net worth client communications. Shelby worked within the Aitken & Associates team at Merrill Lynch from 2015-2017, and has been at UBS since 2017.

      Prior to joining Aitken & Associates in 2015, Shelby worked within the Institutional Consulting space, as well as the Retirement & Benefit Plan Services area for 3 years at Merrill Lynch in New York City. Shelby is a graduate of The Pennsylvania State University where she obtained a degree in Business Management and a minor in Sociology.

      Shelby holds the Series 7, 66, and is also insurance licensed. She is active in the Jacksonville, FL community, serving on the board for the Greater Jacksonville chapter of the Penn State Alumni Association as the secretary. She also volunteers locally through the Beaches Rotaract club, which is an organization focused on volunteering and professional development. Shelby resides in Ponte Vedra, Florida with her husband, son, and their goldendoodle. Shelby enjoys traveling, cooking, and entertaining in her spare time.

        • Pennsylvania State University, Business Management and a Minor in Sociology
          816 Highway A1A North
          Ponte Vedra, FL 32082
        • David Ly Profile Photo

          David Ly, CFP®

          Senior Wealth Strategy Associate

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          David began his career with Merrill Lynch in January 2006 with the Financial Advisory Center Distributions team. He held several roles including management on the team, which was critical to the rollout of verbal recording authorizations for the advisory center and branches all over the US. In 2010 he joined the Merrill Edge Advisory Center and held advisory roles in both the Relationship Management Group and the Prospect Conversion Group as a Financial Solutions Advisor. He provided and educated 401k participants with regards to investments, savings, and liabilities management solutions. He then joined the Aitken Private Wealth team in 2013 in the capacity as Senior Financial Analyst.

          Within the team he assists the wealth management process by gathering, analyzing and communicating investment data to support in the investment allocation process for clients. Emphasis on continued education to study investment platforms, products and services and how they can be utilized to meet clients investment needs and goals.

          David graduated from the University of North Florida with a dual major in Economics and Finance. He later returned and earned his MBA at his Alma mater. Additionally he has attained his series 7, 66, and CFP designation. He enjoys spending time with his wife, Rhonda, and their daughter, Lillian. He's a big fan who roots for the Jacksonville Jaguars. He also loves watching most sports, traveling, scuba diving, tennis and golf.

            • University of North Florida, Economics and Finance
            • University of North Florida, MBA
              816 Highway A1A North
              Ponte Vedra, FL 32082
            • Scott Mayer Profile Photo

              Scott Mayer, CFA®

              Senior Wealth Strategy Associate

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              Scott Mayer joined UBS in February 2018.

              He began his career at the Merrill Edge Advisory Center in July of 2013 as a Financial Solutions Advisor. He acted as a financial advisor to clients and assisted them in achieving their long term investment goals. In February 2017 he moved into a new role where he was responsible for managing 200 million in client assets. He assisted clients throughout the United Stated while based in Jacksonville, FL.

              At UBS he serves as a portfolio analyst and relationship manager for the clients. Scott assists in portfolio construction and ensuring that portfolios stay within their stated objectives. He focuses on clients goals and objectives while assisting clients in their day to day needs.

              Scott graduated from Florida State University in May 2013. He majored in Accounting and Finance with a minor in Economics. While employed at Merrill Edge he earned the CFA designation and is currently active in the Jacksonville CFA society. Scott is a fan of all Florida State Seminoles athletic teams. In his free time he enjoys playing golf and tennis. Scott currently resides in Jacksonville Beach, FL with his wife.

                • Florida State University, Accounting and Finance with a Minor in Economics
                  816 Highway A1A North
                  Ponte Vedra, FL 32082
                • Viktoriya Rudometkin  Profile Photo

                  Viktoriya Rudometkin

                  Senior Wealth Strategy Associate

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                  Viktoriya is a Wealth Strategy Associate and Relationship Manager for the Aitken team. With more than 15 years of industry experience serving the financial needs of high-net-worth clients, she is responsible for executing all day-to-day operations, customer service, and  portfolio administration. What sets Viktoriya apart from others in her field is her fierce loyalty to clients. Her attention to detail is focused on ensuring seamless trade and task execution within compliance. She implements customized financial solutions and wealth management strategies in a high paced and dynamic environment, cutting through the red tape to so that clients receive the best experience possible. 

                  As a Veteran’s spouse and mother of two, Viktoriya understands the importance of family and the key role that financial well-being can play when bringing into fruition the foundations of future security. With clients representing diverse households, she listens to your needs to ensure holistic coordination of effort towards meeting goals. 

                  Viktoriya holds her Series 7, 66, and FL insurance licenses. With international roots, Viktoriya studied at Bohdan Khmelnitskiy University in Ukraine, and Thomas Nelson College in VA, earning her degrees in English, Literature, and Business Administration. She is also fluent in Russian and Ukrainian. 

                    • Bohdan Khmelnitskiy University and Thomas Nelson College, English, Literature, and Business Administration
                      816 Highway A1A North
                      Ponte Vedra, FL 32082

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