Senior Vice President–Wealth Management
Financial Advisor
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.
Education
Senior Vice President–Wealth Management
Financial Advisor
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.
Education
First Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
First Vice President–Wealth Management
Financial Advisor
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.
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Let's connect
Client Associate
Emmett is a graduate of Denison University, where he was a member of the basketball team for four years. He grew up in Wilmette and went to New Trier High School. As a client service associate, Emmett focuses on proactively assisting clients with their daily operational needs, such as asset transfers to and from UBS, IRA distributions, online service questions, and banking transactions. Outside the office, Emmett spends his time skiing and fishing in Wisconsin's Northwoods, exploring Chicago, and playing sports.
Client Associate
Emmett is a graduate of Denison University, where he was a member of the basketball team for four years. He grew up in Wilmette and went to New Trier High School. As a client service associate, Emmett focuses on proactively assisting clients with their daily operational needs, such as asset transfers to and from UBS, IRA distributions, online service questions, and banking transactions. Outside the office, Emmett spends his time skiing and fishing in Wisconsin's Northwoods, exploring Chicago, and playing sports.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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