Experience

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.

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.

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.

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.

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.