Mark Toledo
- Role
- Partner at Chicago Partners Wealth Advisors
- Location
- Wilmette, IL, US
- LinkedIn followers
- 500 followers
About Mark Toledo
Over 40 years of experience providing investment advice to individual and institutional…
Experience
Partner
Chicago Partners Wealth Advisors
Sep 2013 — Present
Mark works with individual and institutional investors to help them define and achieve their goals through a disciplined wealth management process. Independent advice, effective diversification, access to exceptional investment vehicles, tax efficiency and low cost lead to superior investment results for clients.
Education
Ohio Wesleyan University
Bachelor of Arts (BA), Mathematics and Economics
1972 — 1976
University of Connecticut School of Business
Master's Degree, Finance, Investment Management
1980 — 1983
Skills
- Hedge Funds
- Wealth Management
- Securities
- Asset Allocation
- Investment Advisory
- Mutual Funds
- Investment Strategies
- Venture Capital
- Portfolio Management
- Equities
- Private Equity
- Valuation
- Fixed Income
- Alternative Investments
- Investments
- Investment Management
- Asset Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.