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Chelsea Toledo

Wealth Management

Locations
San Francisco
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Chelsea Toledo is a Senior Client Service Associate at GC Wealth, focused on day-to-day client requests, trades, strategy implementation, data analysis, and maintenance. She is based in Jackson, Wyoming. 

Prior to joining GC Wealth, she was a client service associate for 4 years at First Republic Private Wealth Management, and later JP Morgan Wealth Management. 

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

When Chelsea is not doing all things wealth management, you can find her fly fishing for trout on the Snake River, snowboarding in the Tetons, or cycling the gravel trails around Jackson.

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