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 4 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Mark Toledo?
Find contact details for 700 million professionals.
Others Named Mark Toledo
Mark Toledo
Partner
Wilmette, IL, US
Mark Toledo
President
Philadelphia, PA, US
Mark Toledo
Vehicle Administration East and South Supervisor
Newark, NJ, US
Mark Toledo
Programmer
Vancouver, BC, CA
Mark Toledo
E and I Supervisor
Mulberry, FL, US
Top Chicago Partners Wealth Advisors Employees
James O'Gara
Partner
Glenview, IL, US
Mark Toledo
Partner
Wilmette, IL, US
Jim Hagedorn
Founder and Managing Partner
Chicago, IL, US
Mike O'Connor
Partner
Chicago, IL, US
Jack Hagedorn
Chief Experience Officer
Glenview, IL, US
John Nicholas
Partner
Chicago, IL, US
John Braeseke
Partner
Chicago, IL, US
James Palermo
Partner and Director of RIA Acquisitions
Chicago, IL, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co