Mark Toledo

Mark F. Toledo, CFA, is a Partner at Chicago Partners Wealth Advisors based in Wilmette, IL, where he provides strategic investment guidance and wealth management services to high-net-worth clients and institutional investors. His current responsibilities include portfolio construction, investment policy oversight, and client advisory, leveraging over four decades of experience in the financial industry.

Mark's investment expertise spans asset allocation and risk management, with specific experience across equities, fixed income, and alternative investments, as well as portfolio solutions for retirement planning and philanthropic goals. He has notable background as Senior Managing Director at Mesirow Financial (1996–2003) and as the owner of Total Portfolio Management, LLC (2003–2013).

Mark holds a Master’s Degree in Finance and Investment Management from the University of Connecticut School of Business and a Bachelor of Arts in Mathematics and Economics from Ohio Wesleyan University. He has contributed to the investment advisory field as a board director and through his Chartered Financial Analyst designation; his breadth of experience brings a deep analytical approach to investments in public and private markets, particularly for affluent individuals, families, and non-profit organizations.