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Mark F. Toledo, CFA

Partner
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Mark F. Toledo, CFA

Partner

Background

B.A. Ohio Wesleyan University

MBA University of Connecticut


Favorite Quote

"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's Bio


Mark joined Chicago Partners in September 2013 with over 35 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 Senior Managing Director at Mesirow Financial.

Mark actively supports the CFA Society of Chicago as a member of the Board of Directors and the Communications Committee. He serves on the Board of Directors of the Presbyterian Homes, and the Geneva Foundation’s Investment Committee, overseeing $300 M in assets. Mark also serves on the Investment Committee of Kenilworth Union Church.

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.

Background

B.A. Ohio Wesleyan University

MBA University of Connecticut


Favorite Quote

"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's Bio


Mark joined Chicago Partners in September 2013 with over 35 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 Senior Managing Director at Mesirow Financial.

Mark actively supports the CFA Society of Chicago as a member of the Board of Directors and the Communications Committee. He serves on the Board of Directors of the Presbyterian Homes, and the Geneva Foundation’s Investment Committee, overseeing $300 M in assets. Mark also serves on the Investment Committee of Kenilworth Union Church.

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.