Our team strives to survey the total investment landscape and develop personal connections with our clients
Brian W. Hart
President & CEO
Phone: (312) 982.2464
Email: [email protected]
Brian graduated from Miami University, Oxford, Ohio, in 2009 with a B.S in Business Finance. He received his MBA with a major in Finance from the Kellogg School of Management at Northwestern in 2019.
He began his career at the Northern Trust Company as part of their management development program. There, he received experience by rotating through many business units including risk management, wealth advisory, equity research, and bond portfolio management. As a bond trader and portfolio manager for seven years, Brian had a focus on government bonds and mortgage back securities.
He joined Hartline in 2016 as a portfolio manager, learning the intricacies of Hartline’s existing relationships while bringing another perspective to the investment committee. In 2021, Brian purchased Hartline from William Hart and continues to expand the capabilities and services that Hartline offers.
William G. Hart, CFA, CIC
Managing Director
Phone: (312) 726.5703
Email: [email protected]
Mr. Hart graduated from Dartmouth College, Hanover, New Hampshire, in 1974 with an A.B. degree, having majored in Anthropology. He received an MBA with majors in Finance, Marketing, and Management and Policy from the Kellogg Graduate School of Management at Northwestern University in 1977.
He began his career in 1974 at the Northern Trust Company where he managed both personal and institutional investment portfolios in the Trust Department. His management responsibilities for individual and institutional accounts grew to over $1 billion for over 100 charitable and foundation portfolios.
He received his CFA charter in 1983. Also in 1983 he joined Continental Bank and subsequently helped create the bank’s institutional investment management subsidiary, Continental Capital Management Corporation, with $2.1 billion under management. Bill continued as a Managing Director and CEO of Continental Capital until he formed Hartline Investment Corp. in 1990.
He has a strong track record utilizing a disciplined valuation approach aimed at growth companies as well as a special knowledge of the needs of tax-exempt and taxable fund management. His “Risk Management” is an important concentration in Hartline’s approach today.
Katie Carroll, CFA
Managing Director
Phone: (312) 982.2744
Email: [email protected]
Katie graduated from the University of North Carolina at Chapel Hill in 2015 with a B.A. in Economics and minors in Biology and Anthropology. Katie joined our team as an assistant portfolio manager in June 2015, later becoming a Managing Director in August 2019.
She is trained in the Hartline approach of disciplined valuation focused on growth companies and a tailored client experience. She works with both individual and institutional clients and also leads our Green Energy investment strategy. Katie completed the CFA program in June 2019 and holds a FINRA Series 65 license.
Katie moved to Chicago in 2015 from her childhood home of Charlotte, NC and currently resides in the West Loop.