Lasting relationships. For all that matters

Mountain climbers reaching the summit

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Robert Lipton Profile Photo

    Robert Lipton

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • DC
    • DE
    • FL
    • GA
    • IA
    • IL
    • IN
    • KY
    • LA
    • ME
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    Robert Lipton has been a financial advisor since 1984, having spent over 20 years at Smith Barney prior to joining UBS. With extensive experience in stock and bond portfolio management, he counts among his clients a wide variety of professionals, entrepreneurs, small to mid-size corporations and working people who have diligently saved over time. Robert received his MBA from Loyola University in 1984, earned a B.A. from Northwestern University, and is a longtime resident of Evanston.

      • Loyola University, MBA
      • Northwestern University, B.A.
        One Northbrook Place
        5 Revere Drive
        Northbrook, IL 60062
      • Morton Mort Hart Profile Photo

        Morton Hart

        Vice President–Wealth Management

        Financial Advisor

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        • AZ
        • CA
        • CO
        • DC
        • DE
        • FL
        • GA
        • IA
        • IL
        • IN
        • KY
        • LA
        • ME
        • MI
        • MN
        • MS
        • NM
        • NV
        • NY
        • OH
        • OR
        • PA
        • RI
        • SC
        • TX
        • VA
        • WI

        Before joining UBS, Mort Hart worked as a financial advisor at New England Financial. Mort provides financial advice relating to portfolio management and retirement planning to individuals, families and businesses. Mort earned a B.A. in economics from the University of Illinois at Chicago. He was born, raised and currently resides in Chicago.

          • University of Illinois at Chicago, B.A. in Economics
          • Wealth Advisor
          One Northbrook Place
          5 Revere Drive
          Northbrook, IL 60062
        • Kathleen Updated Photo

          Kathleen Collier

          Associate Director

          Senior Client Associate

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          • AZ
          • CA
          • CO
          • FL
          • GA
          • IA
          • ID
          • IL
          • IN
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NJ
          • NV
          • NY
          • OK
          • OR
          • PA
          • SC
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI

          Kathy has over 30 years of experience in financial services. She began her career at UBS in 2004 as an Investment Associate. During her time at UBS, she has held various roles including Branch Office Administrator and Operations Manager. Through her years of experience, she has become well known as a problem solver and her excellent skills and vast knowledge of the business are an asset to our Team and clients. Kathy is a longtime resident of Libertyville.

                One Northbrook Place
                5 Revere Drive
                Northbrook, IL 60062

              A focus on personalized access and service

              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

              Who we work with

              Who we work with

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              Investment management

              Goals-based planning

              Goals-based planning

              2022 tax planning guide

              For your financial well-being

              Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

              We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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              Global leader

              UBS is a world-leading wealth manager

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