Connor Michael Macho

Employer firm

Tarbox Family Office, Inc. CRD 106079

$954M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 08/2017
  La Canada High School
  La Canada, CA
• 06/2017 → 06/2021
  Saint Francis High School
  La Canada, CA
• 06/2021 → 08/2021
  Sports For Learning
  Glendale, CA
• 08/2021 → 06/2025
  Indiana University
  Bloomington, IN
• 05/2022 → 07/2022
  Mason & Associates
  Los Angeles, CA
• 05/2023 → 07/2023
  Mason & Associates
  Los Angeles, CA
• 05/2024 → 08/2024
  Valeo Financial Advisors
  Carmel, IN
• 05/2025 → Present
  Tarbox Family Office, Inc.
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-01