Michael Karsa
Senior Managing Director, President, Midwest & Arizona
Mike was inspired to become a trusted advisor after his parents struggled to navigate the 2008 Financial Crisis.
Joined Lido: 2015
Homebase: Chicago
Professional Focus: 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 $2.5 billion**. Mike was nationally ranked in Forbes’ 2024 Top Next-Gen Wealth Advisors as #1 in Chicago, Illinois and #27 nationally. He was also ranked #19 among all high net worth wealth advisors in Chicago, Illinois by Forbes.*
Education: B.B.A., Finance, University of Iowa
Previous Work Highlights: Mike was a lead financial advisor for a boutique hybrid advisory firm specializing in tax planning and alternative investments for affluent families. He 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.
Personal Facts: Mike spends time in 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 Forbes’ rankings here:
The 2024 Forbes "America's Top Next-Generation Wealth Advisors" and "Top Next-Generation Wealth Advisors Best-In-State" lists were published on August 08, 2024. Rankings based on data as of March 31, 2024.
The 2024 Forbes “America’s Top Wealth Advisors and Best-in-State Wealth Advisors” lists were published on April 03, 2024. Rankings based on data as of June 30, 2023.
Ratings, rankings and awards shown herein may not be indicative of Lido’s investment performance, or any future investment performance or accomplishments. Lido has sourced these ratings, rankings and awards from third party providers. We have not solicited or paid for any of these ratings, rankings and awards. The rating, ranking or award may not be representative of any client’s individual experience.
**As of 3/31/2024
