Jonatan Toledo

Jonatán Toledo
Client Service & Community Engagement Associate
617.848.3413
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Jonatán Toledo joined Daintree Advisors in January 2021 as a Client Service & Community Engagement Associate. He is passionate about education and economic development with a driving desire to develop strategic partnerships that empower individuals, families, and small business owners through education, financial literacy, and social services.

Prior to joining Daintree, Jonatán worked as a fundraising professional for the MIT Sloan School of Management in Cambridge. During his tenure, he worked with many domestic and international alumni donors helping facilitate their professional, philanthropic, and volunteer engagement with the Institute according to their interests and values.

Jonatán was born and raised in the Dominican Republic and completed his undergraduate studies at the Universidad Autónoma de Santo Domingo. He moved to the United States in 2006 and now considers Boston home away from home. He holds an M.Div. from Gordon-Conwell Theological Seminary, and a Professional Graduate Certificate in Strategic Management from Harvard University. He is working towards obtaining the CERTIFIED FINANCIAL PLANNER™ certification.

Jonatán is actively involved at his local church where he teaches basic financial literacy courses to immigrant families. He enjoys helping low-income individuals learn how to better manage their finances, reduce unnecessary expenses through budgeting and cash flow planning, and prioritize reducing debt.

Jonatán and his wife live in Roxbury. He enjoys traveling, eating new foods, spending time with friends, and learning about other cultures and traditions.