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 D. Lipton

First Vice President - Wealth Management
847-498-7827
robert.lipton@ubs.com

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, DC, FL, GA, IA, IL, IN, LA, MI, MN, MS, NM, NY, OR, PA, RI, SC, TX, UT, VA, VT, WI

Morton A. "Mort" Hart

Vice President - Wealth Management
Financial Advisor
847-498-7817
morton.hart@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

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, DC, FL, GA, IA, IL, IN, LA, MI, MN, MS, NM, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WI

Kathleen S. "Kathy" Banjac

Senior Client Service Associate
847-498-7714
kathy.banjac@ubs.com


Registered States:
CA, FL, IL