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Vista of Insight

Elite  Investment  Advisors

Mark of Excellence

Vistamark Invtestments logo
Slide

Vista of Insight

Elite  Investment  Advisors

Mark of Excellence

Vistamark Invtestments logo
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About Us

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Welcome to Vistamark Investments—where world-class investment insight is paired with exceptional, personalized service.

At Vistamark, we believe you deserve more from your investment advisor. Drawing on decades of Chief Investment Officer experience overseeing hundreds of billions for private clients, family offices, and institutions, our leadership has seen firsthand the shortcomings of traditional investment and client service models. That’s why we founded Vistamark: to set a new benchmark in the industry. Your goals are at the heart of our disciplined process, which is driven by deep market knowledge, complete transparency, and a commitment to truly individualized care.

We are the Expert’s Expert

Our investment philosophy is grounded in a disciplined approach that fuses rigorous quantitative analysis, insight across public and private markets, and decades of experience. For over 25 years, our leadership has refined our proprietary tools—VistaBuilder™ for portfolio construction and VistaBalancer™ for intelligent rebalancing—to deliver exceptional value for our clients. We believe that outstanding returns stem from unwavering commitment to rigorous research and sourcing, disciplined practices, innovative thinking, and flawless execution.

At Vistamark, we are guided by a bold vision: to redefine the future of asset management and wealth management through the fusion of unrivaled expertise and relentless innovation.

For nearly three decades, our leadership has been entrusted with managing portfolios for a diverse range of clients—including leading institutions, ultra-high-net-worth families, endowments, nonprofits, and retirement plans. Throughout our journey, we have remained steadfast in our commitment to excellence, integrity, and raising the bar for what clients can expect from their investment partners.

Building Enduring Prosperity

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Vistamark Core Services

Private Wealth & Family Offices

We deliver premier investment advisory, portfolio management, and financial planning services for private wealth clients and family offices. Through integrated asset allocation, rigorous manager sourcing and selection, disciplined risk management, and deep expertise in alternative investments—including private equity, real estate, and hedge funds—we craft tailored strategies designed to achieve your financial objectives and strengthen long-term diversification.

Outsourced Chief Investment Officer Solutions

Our leadership provides outsourced CIO solutions for RIAs, bank trust departments, family offices, and financial institutions, functioning as a seamless extension of your team. With expertise in asset allocation, manager due diligence, and oversight, we strengthen your investment platform so you can focus on clients. Our independent insights and proprietary tools help deliver stronger results through better risk management, improved efficiency, and consistent outcomes—without the cost of building a full in-house staff.

Nonprofits, Endowments & Foundations

We partner with nonprofits, endowments, and foundations to deliver tailored investment advisory services that thoughtfully align your portfolio strategy with your organization’s mission. Drawing on our expertise in asset allocation, manager selection, portfolio construction, and risk management, we help position your resources for long-term success. Our approach empowers your organization to achieve its goals with clarity and confidence, while maximizing the impact you strive to make.

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Advisory Services Backed by Experience & Networks

Whether you need specialized guidance for M&A or expert insights to support complex legal and business matters, select a partner who aligns with your objectives, provides clear and credible analysis, and leverages extensive industry experience. We also draw on our private equity and family office networks to help advance your strategic objectives and protect your interests.

Defined Benefit Pension Plan Consulting

We partner with plan sponsors and actuaries to provide comprehensive investment management and consulting services for defined benefit plans. Leveraging deep expertise in asset-liability modeling, manager selection, risk mitigation, and strategic planning, we aim to enhance your plan’s risk-adjusted performance.

Defined Contribution Plan Consulting

We partner with plan sponsors to deliver comprehensive defined contribution and 401(k) investment advisory services, offered on a 3(21) or 3(38) fiduciary basis. Drawing on deep expertise, we focus on optimizing plan performance and participant outcomes. Our services cover plan analysis, investment menu design, provider benchmarking, fiduciary oversight, and participant education—helping ensure your retirement plan stays aligned with organizational goal.

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Why Vistamark?

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With decades of experience leading multibillion-dollar organizations and high-net-worth families—overseeing over $260 billion in assets—our senior professionals deliver trusted, institutional-grade expertise.  MORE

Our Leadership: Setting the Standard in Investment Excellence

Innovative Portfolio Design: Our professionals have set the industry standard with our proprietary VistaBuilder™ and VistaBalancer™ systems, engineered to construct and dynamically rebalance portfolios to drive value for clients.

  1. Strategic Investment Leadership: Our professionals have served as outsourced chief investment architects for RIA firms, trust companies and other financial institutions overseeing hundreds of billions in assets.
  2. Thought Leaders: Our team members have authored multiple investment textbooks and regularly contributes to prominent industry publications, helping to shape and advance the dialogue within the financial sector.

Our expertise spans traditional and alternative asset classes, including private equity, hedge funds, and real estate.

For decades, our leaders have guided clients through pivotal market events, including the 1997 Asian Financial Crisis, the 2000 Dot-Com Bust, the September 11th Attacks, the 2008 Global Financial Crisis, the 2020 pandemic, the 2022 invasion of Ukraine, and the 2025 trade tensions. Our proven ability to navigate turbulence underscores our commitment to delivering steady, confident guidance for our clients in any market environment.

Embracing advanced technology, including artificial intelligence, is central to our vision, enabling us to enhance our services and deliver world-class investment management with greater accessibility and sophistication for our clients.

Fiduciary Commitment: As fiduciaries, your best interests always come first.

True Independence: We are 100% independently owned, seeking to ensure our advice is unbiased and free of conflicts.

Proven Leadership: With over 20 years of experience as a Chief Investment Officer, our leadership brings deep expertise to every client relationship.

Exceptional Knowledge: Our team is highly credentialed, with a strong track record of delivering successful outcomes for clients.

Client-First Approach: Your definition of success guides our work; we’re dedicated to helping you achieve your unique goals.

Innovative Mindset: We seek to continuously anticipate market trends and embrace proactive strategies to keep you ahead.

Unmatched Service: Our commitment is to provide exceptional service and attention at every step.

Proactive Guidance: We seek to deliver clear, actionable advice and stay ahead of your needs, so you’re always informed and empowered.

Our proprietary VistaBuilder™ and VistaBalancer™ systems are designed to proactively manage risk, reduce expenses, and enhance performance.

We craft customized planning and investment solutions tailored to your unique objectives, goals, evolving needs, and risk profile —deliberately steering clear of generic, one-size-fits-all approaches.

The VistaWealth Office™ is a proprietary network of seasoned professional partners dedicated to delivering expertise across tax management, trust and estate planning, executive benefits, insurance, philanthropy, and retirement solutions.

Our mission is to align every investment strategy with our clients’ unique long-term goals and priorities. By making complex wealth management clear and accessible, we strive to bridge the gap between financial security and lifestyle—bringing greater meaning and clarity to each client’s financial journey.

MORE REASONS CONTACT US

Fiduciary Duty   |   Independent, Proactive   |   Deep Experience   |   Client‑Centered

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Our Process

At Vistamark, you’ll discover the sophistication of a global investment office, delivered with the attentive care of a boutique firm. Let us redefine your expectations of an advisor.

Your financial journey deserves nothing less. Ready to experience the Vistamark difference? Let’s start a conversation.

Free Consultation

Our initial meeting is completely free and comes with no obligation. It’s your chance to share your financial goals and see if Vistamark is the right partner for you. We’ll focus on understanding your needs so we can tailor our approach to your unique situation.

Information Gathering

Next, we’ll collect detailed information to ensure we fully understand your circumstances. This allows us to craft a highly personalized set of recommendations just for you.

Proposal & Agreement

We’ll present a tailored proposal outlining our recommended strategies and services. If you’re ready to move forward, we’ll review and finalize the agreement together.

Execute

Once the agreement is in place, we’ll put your customized plan into action—implementing your portfolios and strategies to help you achieve your financial goals.

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Our Leadership

Matthew Rice, CFA, CAIA

MANAGING PARTNER, Chief Investment Officer

Matthew Rice is the Founder and Chief Investment Officer of Vistamark Investments LLC. A distinguished leader in the investment industry, he brings nearly three decades of experience guiding private clients, family offices, and institutional investors. As Founder of Vistamark Investments, Matthew is recognized for his strategic vision, innovative portfolio construction, and unwavering dedication to client success.

Matthew also serves as Chief Investment Officer for First Business Bank, overseeing $3.5 billion in client assets; Chief Investment Officer for Goldstone Financial Group, directing the investment strategy for an additional $1.0 billion; and Chief Investment Officer of Blue Sky Investment Group, a family office focused on direct private markets investments.

Previously, he was Managing Partner and Chief Investment Officer at Fiducient Advisors, where he helped grow the firm from a startup into a national consultancy with $260 billion in assets under management at the time of his exit. Matthew decided to embark on a new chapter after the firm came under new control, seeking to continue providing highly personalized service and independent advice. During his tenure, Fiducient was recognized as the #1 institutional investment consulting team in the nation by Barron’s in 2020.

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A respected thought leader, Matthew is also the author of two acclaimed books: Nonprofit Asset Management: Effective Investment Strategies and Oversight and The Practical Guide to Managing Non-Profit Assets. His deep expertise, innovative approach to investment strategy, and mastery of risk management make him a sought-after authority in the industry.

Matthew earned his Bachelor’s degree in Economics from Northwestern University and holds both the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst® (CAIA) designations. His investment approach is grounded in rigorous research and disciplined execution, complemented by a passion for developing proprietary tools that seek to deliver meaningful value and drive superior investment returns for clients.

Matthew is a devoted husband and father, and together he and his wife are the parents of four wonderful children.

Contact Matthew

Phone: 312-895-3001 x100

Sean McEvilly, CFA

Managing Partner

Sean McEvilly, CFA, is a Managing Partner and Founder of Vistamark Investments, with extensive expertise spanning both traditional and alternative asset classes. He specializes in private markets research and leads the firm’s efforts in manager sourcing, due diligence, and portfolio design—identifying opportunities in private equity, private credit, and other less efficient markets with the goal of delivering superior outcomes for clients.

Sean earned a Bachelor’s degree in Economics from Northwestern University and a Master’s in Management Studies from Northwestern’s Kellogg School of Management. He later founded Crescent Capital and held leadership positions at Morgan Stanley Private Wealth Management, where he oversaw institutional portfolios exceeding $2.5 billion in assets.

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His long-standing collaboration with Matt Rice began in 2010 during his time at Northwestern, when Sean was mentored while interning at DiMeo Schneider & Associates. Their shared investment philosophy and complementary perspectives formed the foundation of a professional relationship that has continued to influence both of their careers.

Beyond his leadership at Vistamark, Sean serves as a Professor of Finance at Grand Canyon University, where he mentors aspiring finance professionals and shares his specialized insights into private markets investing.

Contact Sean

Phone: 480-906-3001 X102

William Seyfarth

Managing Partner

William Seyfarth is Managing Partner of the VistaWealth Office™ at Vistamark Investments, where he leads a centralized team focused on delivering integrated wealth planning and advisory services to corporate executives, business owners, family offices, and charitable institutions. Recognized for building enduring client partnerships, Bill brings more than a decade of advisory experience working with ultra-high-net-worth individuals at firms such as Goldman Sachs, AllianceBernstein and Dimensional Fund Advisors where he developed a strong track record navigating complex financial landscapes and delivering client-focused solutions.

Bill earned his Bachelor’s degree in Economics from Northwestern University and an MBA with a concentration in Finance from the University of Kansas. He is active in the community, currently serving on the Board of Directors for Team Pulte and as an Auxiliary Board Member for The Leukemia Research Foundation, in addition to volunteering with Misericordia and Bernie’s Book Bank.

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Rooted in a family of business owners, Bill values relationships and family above all else, principles that guide his approach as both an advisor and community leader. Outside the office, he is an avid golfer and traveler, and enjoys spending time with his wife, Maddy, whom he married in October 2024. They recently settled in Clarendon Hills, IL.

Contact Bill

Phone: 312-895-3001 X 103

Jennifer Lambert

Advisory Partner

Jen Lambert serves as an Advisory Partner to Vistamark Investments, with a particular focus on supporting family office clients that hold significant real estate portfolios. With the assistance of The VistaWealth Office™, she helps families optimize property performance, integrate real estate holdings into broader wealth strategies, and guide long-term planning for multigenerational success.

In addition to her advisory work, Jen is the Owner and Operator of Blue Sky Investment Group, a real estate operating company she has led since 2002. Through Blue Sky, she has built and managed a diverse portfolio of residential and commercial properties across the Chicago area.

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Earlier in her career, Jen led McGraw Hill’s sales and marketing efforts both regionally and nationally, sharpening her business development skills before transitioning into real estate investing and entrepreneurship. She went on to found, build, and scale a highly successful building services company, which she exited in 2024 through a sale to private equity investors.

She holds a Bachelor’s degree in Business and Psychology from The Ohio State University, bringing both analytical expertise and a people-focused perspective to her work with clients and partners. Outside of her professional life, Jen is a proud mother of two wonderful daughters.

Jen is a devoted wife and and mother, and together she and her husband are the parents of four wonderful children.

Contact Jen

Phone: 312-895-3001

Susan Town

Manager of Administration

Susan Town serves as a Manager of Administration at Vistamark Investments LLC, where she brings more than 25 years of broad-based experience in administrative leadership, office management, and client service operations. Drawing on a career that has spanned multiple sectors of the financial and professional services industries, Susan plays an important role in ensuring Vistamark’s operations run efficiently and seamlessly.

A proud graduate of Oklahoma State University, Susan combines her academic foundation with a deep understanding of administrative systems to strengthen the firm’s internal infrastructure. At Vistamark, she oversees account administration, custodial coordination, and client onboarding. She also partners closely with the firm’s leadership to enhance process design and operational workflows that align with Vistamark’s high standards of service and fiduciary care.

Known for her professionalism, attention to detail, and steady judgment, Susan is highly respected for her ability to manage complex administrative tasks while maintaining a client-focused approach. Her dedication to organizational excellence and her knack for anticipating operational needs make her an indispensable member of the Vistamark team.

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Outside of work, Susan values time with family, enjoys volunteering within her community, and continues to bring her leadership skills to initiatives that promote collaboration and service.

Contact Susan

Phone: 312-895-3001 x101

Deborah Kay

MANAGER OF FINANCE

Deborah serves as Manager of Finance at Vistamark, advising the firm’s partners on financial operations. With over 30 years of industry experience, she brings deep expertise in business, tax, and financial consulting to her role.

Deborah holds a BS in accounting and finance from California State University, Fullerton, and is a Certified Public Accountant. She began her career as a senior accountant at Deloitte & Touche, LLP and later managed middle-market and privately held company accounts at Squar & Clarke. Her background includes comprehensive estate, tax, and financial planning, business transactions, real estate strategies, and trust administration.

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Deborah is committed to supporting the firm’s growth and client service. Outside of work, she enjoys volunteering with her family and spending time reading, biking, and doing water aerobics.

Contact Deborah

Phone: 312-895-3001

Where Investment Expertise Meets Innovation