Juan Carlos Avila
Juan is Managing Director and Partner at Toroso Investments, LLC, a registered investment advisor firm. Toroso is committed to providing its clients with strategies that allow them to express their economic point of view, consistent with their risk tolerance and time horizon, through core asset allocation and income strategies that are intended to perform well in all economic climates. Juan provides investment advisory and retirement plan advisory services to clients, which include high net worth individuals, business owners, public and private corporations, public sector entities, and not-for-profit entities and foundations.
Juan has 22 years of financial service industry experience. Prior to joining Toroso, he spent 3 years as a Senior Vice President with Mesirow Financial where he co-led an investment advisory practice with Olga Camargo. Prior to joining Mesirow Financial, Juan spent 19 years at Merrill Lynch where he was a Senior Financial Advisor, Vice President, with their Private Client Wealth Management Group.
Juan serves as Board Chair for the Hispanic Alliance for Career Enhancement (HACE). He received his bachelor of science degree in economics from the University of Wisconsin at Madison, and his masters in business administration degree from Northwestern University Kellogg School of Management. In 2011 he earned the Accredited Investment Fiduciary® (AIF®) professional designation. Most recently Chicago United recognized Juan as its 2011 Most Valuable Partner and the Chicago Latino Network voted Juan the 2011 Latino Professional of the Year. Juan was named one of Chicago Magazine's "Five Star Wealth Managers" for 2012, 2011 and 2010 as selected through an independent survey to identify Chicagoland wealth managers who scored the highest in overall client satisfaction.
Specialties: Investment Advisory, Portfolio Management, Retirement Plan Advisory, Wealth Management, Fluent in Spanish
- B.S., University of Wisconsin at Madison
- M.B.A., The Kellogg School of Management at Northwestern University
- Accepted into the Corporate Governance Executive Development Program sponsored by Chicago United and the University of Notre Dame
Directions to the Fund Office
The Fund is located on the corner of LaSalle Street and Wacker Drive in the LaSalle Wacker Building. There are several nearby parking garages; the closest is located ½ Block North in the 203 LaSalle building. Public Transportation is also a viable option as we are near several CTA bus lines, the Clark & Lake “L” stop. The office is also located within a mile of the Metra Station. Please reference Google Maps for the many available options.
Fax (312) 726-3216
PAX 0357 or 0358