Mark Frank Toledo
Director/Board Member at Presbyterian Homes
Profile
Mr. Mark F.
Toledo, CFA MBA, is a Partner at Chicago Partners Investment Group LLC.
He is on the Board of Directors at Presbyterian Homes.
He joined Chicago Partners in September 2013 with over 35 years of experience providing investment advice to individual and institutional investors.
Mr. Toledo was the Founder and President of Total Portfolio Management.
Additionally, he 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.
Mr. Toledo 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 Frank Toledo active positions
| Companies | Position | Start |
|---|---|---|
Presbyterian Homes
 Presbyterian Homes Miscellaneous Commercial ServicesCommercial Services Presbyterian Homes operates as a non-profit organization that provides community and healthcare services. It offers fitness centers, swimming pools, and social activities. The organization was founded by Norman Barr in 1904 and is headquartered in Evanston, IL. | Director/Board Member | 2011-08-08 |
Chicago Partners Investment Group LLC
 Chicago Partners Investment Group LLC Investment ManagersFinance Chicago Partners Investment Group LLC, dba Chicago Partners Wealth Advisors (Chicago Partners), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was co-founded by James Hagedorn and Anthony Halpin in 2009. Chicago Partners offers investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, charitable organizations, corporations, and other business entities. | Portfolio Manager-Equities | 2013-08-31 |
Former positions of Mark Frank Toledo
| Companies | Position | End |
|---|---|---|
Mesirow Financial, Inc.
 Mesirow Financial, Inc. Investment Banks/BrokersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Corporate Officer/Principal | - |
| DePaul University | Corporate Officer/Principal | - |
Aetna Capital Management LLC
 Aetna Capital Management LLC Investment ManagersFinance Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET). | Corporate Officer/Principal | - |
Total Portfolio Management LLC
 Total Portfolio Management LLC Investment ManagersFinance Total Portfolio Management LLC provides investment advice. The private company is based in Evanston, IL. | Corporate Officer/Principal | - |
Training of Mark Frank Toledo
| Ohio Wesleyan University | Undergraduate Degree |
| University of Connecticut | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Presbyterian Homes
Presbyterian Homes Miscellaneous Commercial ServicesCommercial Services Presbyterian Homes operates as a non-profit organization that provides community and healthcare services. It offers fitness centers, swimming pools, and social activities. The organization was founded by Norman Barr in 1904 and is headquartered in Evanston, IL. | Commercial Services |
Total Portfolio Management LLC
Total Portfolio Management LLC Investment ManagersFinance Total Portfolio Management LLC provides investment advice. The private company is based in Evanston, IL. | Finance |
Aetna Capital Management LLC
Aetna Capital Management LLC Investment ManagersFinance Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET). | Finance |
Mesirow Financial, Inc.
Mesirow Financial, Inc. Investment Banks/BrokersFinance A subsidiary of Mesirow Financial Holdings, Inc., Mesirow Financial, Inc. is a broker/dealer headquartered in Chicago with an additional office in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Mesirow was founded in 1937 by Norman Mesirow. | Finance |
Chicago Partners Investment Group LLC
Chicago Partners Investment Group LLC Investment ManagersFinance Chicago Partners Investment Group LLC, dba Chicago Partners Wealth Advisors (Chicago Partners), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was co-founded by James Hagedorn and Anthony Halpin in 2009. Chicago Partners offers investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, charitable organizations, corporations, and other business entities. | Finance |
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