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Chelsea Toledo

Wealth Management

Locations
San Francisco
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I’m a Senior Client Service Associate at GC Wealth, where I focus on day-to-day client requests, trades, strategy implementation, data analysis, and maintenance. I’m based in Jackson, Wyoming.

Before joining GC Wealth, I worked as a client service associate for 4 years at First Republic Private Wealth Management, and later at JP Morgan Wealth Management.

I graduated from Colorado Mesa University with a BA in Science and also hold a certificate in AI (Artificial Intelligence) and Machine Learning from the Massachusetts Institute of Technology.

When I’m not working in wealth management, you can find me fly fishing for trout on the Snake River, snowboarding in the Tetons, or cycling the gravel trails around Jackson.

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Chelsea Toledo
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