"The important thing about an investment philosophy is that you have one you can stick with."
- David Booth, Founder and Executive Chairman of Dimensional Fund Advisors.
Mark F. Toledo, CFA
Partner
Phone: (847) 866-9775
Email: [email protected]
About Mark F. Toledo
Mark joined Chicago Partners in September 2013. He has over 40 years of experience providing investment advice to individual and institutional investors. Previously, he was the Founder and President of Total Portfolio Management. Additionally, Mark taught as an adjunct professor in the Finance Department of DePaul University and has worked as an expert witness in securities industry disputes. He was formerly a Regional Director for Aetna Capital Management, principal with Hahn Holland and Grossman, President of HGT Advisors and a Senior Managing Director at Mesirow Financial.
Mark actively supports the CFA Society of Chicago and has served as a member of the Board of Directors and the Communications Committee. He serves on the Investment Committee of Kenilworth Union Church. Mark also served on the Board of Directors of the Presbyterian Homes, and chaired the Geneva Foundation’s Investment Committee, overseeing $300 M in assets.
Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986.
Mark F. Toledo, CFA
Partner
"The important thing about an investment philosophy is that you have one you can stick with."
- David Booth, Founder and Executive Chairman of Dimensional Fund Advisors
About Mark F. Toledo
Mark joined Chicago Partners in September 2013. He has over 40 years of experience providing investment advice to individual and institutional investors. Previously, he was the Founder and President of Total Portfolio Management. Additionally, Mark taught as an adjunct professor in the Finance Department of DePaul University and has worked as an expert witness in securities industry disputes. He was formerly a Regional Director for Aetna Capital Management, principal with Hahn Holland and Grossman, President of HGT Advisors and a Senior Managing Director at Mesirow Financial.
Mark actively supports the CFA Society of Chicago and has served as a member of the Board of Directors and the Communications Committee. He serves on the Investment Committee of Kenilworth Union Church. Mark also served on the Board of Directors of the Presbyterian Homes, and chaired the Geneva Foundation’s Investment Committee, overseeing $300 M in assets.
Mark earned his BA in mathematics and economics from Ohio Wesleyan University in 1976, his MBA with a concentration in finance from the University of Connecticut in 1983, and his Chartered Financial Analyst designation in 1986.