Financial Advisor in Chicago, IL

Alex works closely with high-net-worth individuals, families, business owners, and executives, helping them navigate every stage of their financial lives. His work spans investment management, tax-efficient planning, estate planning coordination, retirement planning, and multi-generational wealth strategies.

Andrew brings an institutional investment approach to help individuals and families navigate the complexities of their financial lives by providing compelling strategies for their issues. He works on building legacies that have a lasting impact on his clients’ lives.

Creates advanced financial plans for our clients, while ensuring all aspects of a client’s financial life are accounted for when making big life decisions.

Eric is dedicated to helping families and individuals navigate the complexities of personal finance. He is focused on developing connections and advising clients on their investment portfolios and financial plans to help them use and preserve their hard-earned money and achieve their goals as efficiently as possible.

Jimmy handles new client deployment, day-to-day trades, and behind the scenes case prep, among other duties in the Chicago office. He enjoys diving into Lido’s investment offerings and studying strategies to increase his knowledge.

Kevin focuses on ensuring an excellent client experience by leveraging his communication and teamwork skills to collaborate with internal and external partners. He assists clients with investment planning, portfolio analysis, and risk management.

Matt strives to offer a complete suite of Family Office style services to his clients both through Lido’s comprehensive services platform and his own experience.

Feels a deep sense of accomplishment when his recommendations help clients achieve their goals and watch the full life cycle of the strategies used change their lives for the better.

Mike’s vision is to help his clients achieve peace of mind through trust, communication, and investment strategies that seek consistent, durable returns. He opened Lido’s Chicago office solo in September of 2015, and he has grown the team to over 20 advisors managing over $4 billion**. Mike was nationally ranked in Forbes’ 2025 Top Next-Gen Wealth Advisors as #1 in Chicago, Illinois and #10 nationally. He was also ranked #11 among all high net worth wealth advisors in Chicago, Illinois by Forbes in 2026.*

Helping clients become more financially literate by translating the complex, wide-ranging financial industry and its many uncertainties into comprehensible information and achievable goals.

Driven by helping clients achieve financial confidence and security, he enjoys analyzing complex financial situations, creating strategic plans, and providing solutions that empower individuals and families to reach their goals.

Sagar relies on his industry experience, financial planning knowledge, and the comprehensive capabilities of the firm to deliver holistic financial services to clients. He considers his clients as part of his family, and he treats them as such.

As a Senior Wealth Manager at Lido, Sierra provides investment guidance and financial planning advice to high-net-worth individuals and families.

Tyler works with advisors to provide exceptional service, from new client onboarding to alternative investment requests.