Mary Sigler
Chief Operating Officer @Tarbox Family Office, Inc
Signup · Get unlimited contacts
WORK HISTORY
Chief Operating Officer @Tarbox Family Office, Inc
Newport Beach, CA, US
We are an independent Registered Investment Advisor (RIA) providing comprehensive wealth management, investment, and trustee services to high-net-worth families. With over $1 billion managed in-house, we serve as dedicated advocates for our clients’ total financial well-being. Our team helps families simplify financial complexity through sophisticated planning, disciplined investment management, resourced connections, and high-touch operational support.
EDUCATION
UCLA Anderson School of Management
MBA, Finance
Michigan State University
BA, Business
ABOUT MARY SIGLER
Mary is Tarbox’s Chief Operating Officer and Compliance Officer. In addition to ensuring the firm’s compliance with all internal and external regulatory requirements, Mary is responsible for implementing the company’s strategic vision and business goals and directing all operational, administrative, talent management, and infrastructure activities for the firm.Since 1985, individuals, families and nonprofits have trusted Tarbox Family Office to provide conflict-free advice, a sound investment philosophy, and clear communication. We’re an independent investment advisory firm that is uniquely positioned, with just 100+ client families, to provide customized financial planning and individualized investment management services. The firm utilizes a true collaborative approach with a multidisciplinary team that understands a family’s financial needs are wide-ranging, requiring a holistic approach to the areas of estate and trust planning, tax review and planning, insurance reviews, and more.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.