Advisors at this firm
Brian H
Series 65
Winnetka, IL
Hartline Investment Corporation
Brian Hart is a financial advisor at Hartline Investment Corporation with eight years of industry experience. He holds a Series 65 designation and previously worked at Northern Trust Company for seven years before joining Hartline in 2016. Hartline Investment Corporation manages discretionary and non-discretionary portfolios for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm employs a range of strategies including fundamental, technical, quantitative, and qualitative analysis, as well as derivative techniques such as option writing and margin transactions, managing approximately $851 million across about 206 client relationships with a small advisory team.
William H
CFA®, Series 65
Winnetka, IL
Hartline Investment Corporation
William Hart is a CFA® charterholder with 15 years of industry experience and a Series 65 license. He is part of Hartline Investment Corporation, a team-based firm where he has worked since 1990. Hartline Investment Corporation manages discretionary and non-discretionary portfolios for individual clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis, utilizing various strategies including options and derivative techniques, and manages approximately $851 million across a small advisory team.
Kathryn C
Series 65
Winnetka, IL
Hartline Investment Corporation
Kathryn Carroll is a financial advisor at Hartline Investment Corporation with 10 years of industry experience. She holds a Series 65 designation and has been with Hartline Investment Corp since 2015. Hartline Investment Corporation provides discretionary and non-discretionary portfolio management to individual clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm manages approximately $851 million across about 206 client relationships and employs a range of strategies including fundamental, technical, quantitative, and qualitative analysis combined with various derivative techniques.
