Experience

For over three decades Chris has worked closely with ultra-high net worth individuals, families, family offices and non-profit institutional clients.  As leader of the Sanctuary Team, Chris works closely with the team and clients to help them make rational decisions in irrational times and navigate the complexities of managing substantial wealth.  Chris has extensive experience advising clients on financial planning, cash flow management, asset allocation, wealth preservation, philanthropic strategies, risk mitigation, and tax planning.

Chris is a graduate of University of Maryland with a B.S. in accounting where he started his career with Price Waterhouse Coopers auditing and monitoring large pools of non-profit client assets.

Chris and his wife Letitia lives in Jacksonville Beach, FL and have 5 children.  Chris enjoys spending time with his family, traveling, collecting cars, golf, and skiing.

CA Insurance # 4197154

Ken began his career in finance in New York City before relocating back to his home state of Florida.  His expertise includes providing clients help identifying and implementing wealth transfer strategies that minimize tax implications and protect how they pass on financial assets.  In addition, he provides strategic direction around investment needs, risk management, executive compensation, charitable giving and long term financial planning.

Ken graduated from Sewanee: The University of the South (B.A.) and Cumberland School of Law at Samford University (J.D.)

Ken lives in Ponte Vedra Beach with his wife, Kimberly, and two children.  Ken enjoys skiing, biking, playing golf and travelling.

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

CA Insurance # 4197269

David joined our Private Wealth team in 2013.  David's primary function is relationship management, he manages the day to day needs of our clients, and places trade executions. He assists the wealth management process by gathering, analyzing and communicating investment data to support in the investment allocation process. David analyzes and interprets portfolios, builds financial planning models, and runs performance reports.  Furthermore he assist in management of the teams business operations, event planning, and technology.  He places emphasis on continued education and meeting money managers to discover investment platforms, products and services as to how they can be utilized to meet our clients investment goals and needs.

David began his career with Merrill Lynch in 2006. He held several roles including retirement plans and distribution management, financial solutions advisor, and 401K education and conversions.

David is a family man, he enjoys spending time with his wife, Rhonda, and their daughter, Lillian. He's a season ticket holder of the Jacksonville Jaguars and avid sports fan.  He enjoys traveling with friends and family, playing golf in his free time, and camping. 

He also earned his MBA at UNF, and has a CFP designation. He is series 7 and 66 licensed. 

Scott joined UBS in 2018, as a Senior Wealth Strategy Associate at Sanctuary Private Wealth, he strives to uncover their clients’ needs and desires and provide solutions that will lead them to financial success. He serves as a portfolio analyst and relationship manager for their clients. Scott assists in portfolio construction and ensuring that portfolios stay within their stated objectives. He focuses on client’s goals and objectives while assisting clients in their day to day needs.

He began his career at the Merrill Edge Advisory Center in 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 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.

Scott graduated from Florida State University. 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 skiing. Scott currently resides in Neptune Beach, FL with his wife.

Viktoriya is a Relationship Manager with the Sanctuary Private Wealth team. Serving the financial needs of high-net-worth clients since 2005, she is responsible for executing all day-to-day operations and portfolio administration with precision and care. What sets Viktoriya apart from others in her field is her fierce loyalty to clients. Focused on ensuring seamless trade and task execution within compliance, she provides bespoke customer service. Viktoriya implements customized financial solutions and wealth management strategies in a high paced and dynamic environment, cutting through the red tape to ensure 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. In her free time, Viktoriya enjoys spending time at the beach, watching kids swim competitively, playing pickleball with her family, and exploring the beauty of Florida nature, particularly the crystal clear springs.  

Viktoriya holds the Series 7 and 66 licenses and possesses the knowledge to navigate complex financial landscapes effortlessly. With international roots, she studied at Bohdan Khmelnystsky National 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. 

Alexandra joined UBS in 2024 after beginning her career in Stockholm at Deloitte in audit. She later transitioned to Accenture, where she specialized in deal structuring and transaction services. These experiences provided her with a strong background in financial analysis.

Alexandra holds a bachelor’s degree in accounting from Monmouth University, where she played Division 1 tennis, and a master’s degree in finance from Lund University. Alexandra obtained her Series 7 and 66 licenses at UBS and passed the CFA Level 2 exam in November 2024. She is currently studying for the CFA Level 3 Exam, demonstrating her strong commitment to the investment management industry.

Originally from Sweden, Alexandra moved to Jacksonville in 2024 and brings an international perspective to her work. In her free time, she enjoys playing tennis and golf.