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
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
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
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.
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.
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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