Mark Karasik

My clients come to me to gain clarity on transformative decisions. I cultivate that by listening to their concerns, simplifying complex issues and finding creative solutions to the challenges we navigate together. This empowers them to move forward with conviction.

Mark Karasik leads Lincoln’s asset & wealth management coverage efforts in the U.S.

He has nearly two decades of combined investment banking and financial services experience, having completed more than 50 transactions representing over $40 billion of transaction value.

Prior to Lincoln, Mark served as the Head of U.S. Asset & Wealth Management at Fenchurch Advisory, a U.K.-based investment banking firm that focuses exclusively on the financial services sector. Earlier, he served as a Partner and Managing Director at Moelis, where he spent over a decade providing M&A advisory services to private equity sponsors and strategic clients across the financial services sector. At the beginning of his career, Mark spent three years in PwC’s Transaction Services Group, assisting private equity sponsors with financial due diligence.

Mark holds an MBA from Columbia Business School and graduated with honors from the University of Maryland with a Bachelor of Science in both finance and accounting. Mark is also a Certified Public Accountant (CPA) in New York.