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 has been named to Barron’s "Top 100 Financial Advisors", "Top 1000 Financial Advisors", and "Top 1200 Financial Advisors" every year eligible from 2006-2017, and 2019-2020. Chris was named to Financial Times Top 400 U.S. Advisors for 2014, 2016, and 2019. In 2016, Forbes named Chris to its Top 200 Wealth Advisors list. In 2018 & 2019 Forbes named Chris to their Top 250 Wealth Advisors list.*
Chris received his B.S. in accounting from University of Maryland in 1983. He obtained the Certified Investment Management Analyst designation from Wharton School of Business in 1993. Chris and his wife Letitia reside in Ponte Vedra Beach, FL and Edwards, CO. Chris has five children; Tracy, Shelby, Ciara, Christopher and Colin. Chris is an avid golfer and skier.
*Accolades are independently determined and awarded by their respective publications. Accolades can be based on a variety of criteria including assets under management, revenue, compliance record, length of service, client satisfaction, type of clientele and more. Neither UBS Financial Services Inc. nor its employees pay a fee in exchange for these ratings. Past performance is no guarantee of future results. For more information on a particular rating, please visit ubs.com/us/en/designation-disclosures.
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AL, AZ, CA, CO, DE, FL, GA, ID, MD, ME, MI, NC, NM, NV, NY, OH, OR, PA, TX, UT, VA, WY