Mike Karsa joined Lido in 2015 and in January 2020 he became the youngest Managing Director in the firm’s history. He is responsible for acting as a Market Leader for the firm overseeing Lido’s growth efforts in the Midwest and Arizona. With the help of his team, Mike has grown the Chicago office to over $2 billion in assets under management. He was ranked in Forbes’ 2023 Top Next-Gen Wealth Advisors as #4 in Illinois and #48 nationally. He was also ranked #44 among all wealth advisors in Illinois.*
Prior to joining Lido, Mike was a lead financial advisor for a boutique hybrid advisory firm, where he managed 20 advisors specializing in tax planning and alternative investments for affluent families. Prior to that, Mike spent two years working as a financial advisor for ING, where he took a holistic approach to planning his client’s portfolio ranging from investment management, tax, insurance, and estate planning. Mike graduated from the Tippie College of Business at the University of Iowa, with a Bachelor of Business Administration degree in Finance. Mike currently spends time between Chicago and Arizona, where he enjoys playing golf, pickleball, hiking, cycling, along with seeing family and friends.
* See the full list and read more about Barron’s rankings here.