Understanding

Comes from experience

The Lipton Hart Group distinguishes itself with both financial experience and personal service. We strive to earn your loyalty through hard work, the right advice and a dedication to developing long-term relationships. We help manage your entire financial life, including investment management, financial planning, and personal banking. Employing a comprehensive, yet focused, approach to your financial situation we can provide customized investment strategies designed to help you pursue your individual goals and simplify your financial life.

Robert Lipton

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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • LA
  • ME
  • MI
  • MN
  • MO
  • MS
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • WI

Education

  • Loyola University, MBA
  • Northwestern University, B.A.
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

Morton Hart

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.

Registered States:
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • IA
  • IL
  • IN
  • LA
  • ME
  • MI
  • MN
  • MO
  • MS
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TX
  • VA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

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

  • University of Illinois at Chicago, B.A. in Economics

Credentials

  • Wealth Advisor
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me

Kathleen Collier

Associate Director

Team Administrator

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.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI
  • WV
  • WY
One Northbrook Place
5 Revere Drive
Northbrook, IL 60062

Email Me