Mark Toledo Email & Phone Number
Partner @ Chicago Partners Wealth Advisors
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Mark Toledo Location
- Wilmette, IL, US
Mark Toledo Work
- 2013 -now Partner @
- 2003 -2013 Owner @ Total Portfolio Management, LLC
- 1996 -2003 Senior Managing Director @
Mark Toledo Education
- The University of Connecticut School of Business
Master's Degree (Finance, Investment Management)
1980-1983 - Ohio Wesleyan University
Bachelor of Arts (BA) (Mathematics and Economics)
1972-1976
Mark Toledo Skills
- Portfolio Management
- Investment Strategies
- Alternative Investments
- Investment Management
- Investment Advisory
- Investments
- Wealth Management
- Asset Allocation
- Hedge Funds
- Asset Management
- Equities
- Mutual Funds
- Valuation
- Private Equity
- Fixed Income
- Venture Capital
- Securities
- Business Analysis
- Process Improvement
- Microsoft Office
- Microsoft Excel
- Marketing
- Business Strategy
Mark Toledo Summary
- Mark Toledo, based in Wilmette, IL, US, is currently a Partner at Chicago Partners Wealth Advisors. Mark Toledo brings experience from previous roles at Total Portfolio Management, LLC and Mesirow Financial. Mark Toledo holds a 1980 - 1983 Master's Degree in Finance, Investment Management @ The University of Connecticut School of Business. With a robust skill set that includes Portfolio Management, Investment Strategies, Alternative Investments, Investment Management, Investment Advisory and more. Mark Toledo has 5 emails and 3 mobile phone numbers on RocketReach.
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