{"id":690,"date":"2023-05-11T13:03:11","date_gmt":"2023-05-11T13:03:11","guid":{"rendered":"https:\/\/vistamarkllc.com\/?page_id=690"},"modified":"2026-07-27T15:22:47","modified_gmt":"2026-07-27T15:22:47","slug":"home","status":"publish","type":"page","link":"https:\/\/vistamarkllc.com\/","title":{"rendered":"Home"},"content":{"rendered":"\n\n\t<section class=\"section vista-slideshow\" id=\"section_422948454\">\n\t\t<div class=\"section-bg fill\" >\n\t\t\t\t\t\t\t\t\t\n\t\t\t\n\n\t\t<\/div>\n\n\t\t\n\n\t\t<div class=\"section-content relative\">\n\t\t\t\n\n\n\n\n\n\n\n\t\t<\/div>\n\n\t\t\n<style>\n#section_422948454 {\n  padding-top: 0px;\n  padding-bottom: 0px;\n  background-color: rgb(18, 22, 26);\n}\n<\/style>\n\t<\/section>\n\t\n\n\t<section class=\"section tdc-mark-section has-parallax\" id=\"section_2045958341\">\n\t\t<div class=\"section-bg fill\" data-parallax-container=\".section\" data-parallax-background data-parallax=\"-10\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/VistmarkMark.svg\" class=\"bg attachment-original size-original\" alt=\"vistamark favicon\" \/>\t\t\t\t\t\t\n\t\t\t\n\n\t\t<\/div>\n\n\t\t\n\n\t\t<div class=\"section-content relative\">\n\t\t\t\n\n\t<div id=\"gap-1039551849\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1039551849 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1039551849 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\t\t<div class=\"ads-zero-height\">\n\t\t\t\t\n\n<div id=\"about-vistamark\">&nbsp;<\/div>\n\t\t<\/div>\n\t\n<div class=\"row align-middle align-center\"  id=\"row-52249022\">\n\n\n\t<div id=\"col-118574881\" class=\"col header-order-button medium-11 small-12 large-12\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-center\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-1237711329\" class=\"text headline-box\">\n\t\t\n\n<h2>About Us<\/h2>\n\t\t\n<style>\n#text-1237711329 {\n  font-size: 2rem;\n  line-height: 0.75;\n  text-align: center;\n  color: rgb(255,255,255);\n}\n#text-1237711329 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\n<style>\n#col-118574881 > .col-inner {\n  padding: 0px 0px 0px 0px;\n  margin: 0px 0px 0px 0px;\n}\n<\/style>\n\t<\/div>\n\n\t\n\n\t<div id=\"col-1290451547\" class=\"col small-12 large-12\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-center\"  >\n\t\t\t\n\t\t\t\n\n\n\t\t<div class=\"tabbed-content vista-tab\">\n\t\t\t<h4 class=\"uppercase text-center\">Tab Title<\/h4>\n\t\t\t<ul class=\"nav nav-line nav-normal nav-size-normal nav-center\" role=\"tablist\"><li id=\"tab-our-story\" class=\"tab active has-icon\" role=\"presentation\"><a href=\"#our-story\" role=\"tab\" aria-selected=\"true\" aria-controls=\"tab_our-story\"><span>&gt; Our Story<\/span><\/a><\/li>\n<li id=\"tab-investment-philosophy\" class=\"tab has-icon\" role=\"presentation\"><a href=\"#investment-philosophy\" tabindex=\"-1\" role=\"tab\" aria-selected=\"false\" aria-controls=\"tab_investment-philosophy\"><span>&gt; Investment Philosophy<\/span><\/a><\/li>\n<li id=\"tab-our-vision\" class=\"tab has-icon\" role=\"presentation\"><a href=\"#our-vision\" tabindex=\"-1\" role=\"tab\" aria-selected=\"false\" aria-controls=\"tab_our-vision\"><span>&gt; Our Vision<\/span><\/a><\/li><\/ul><div class=\"tab-panels\"><div id=\"tab_our-story\" class=\"panel active entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-our-story\">\n\n\t<div id=\"text-3684428034\" class=\"text\">\n\t\t\n\n<p><strong>Welcome to Vistamark Investments\u2014where world-class investment insight is paired with exceptional, personalized\u00a0service.<\/strong><\/p>\n<p>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\u2019s 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.<\/p>\n\t\t\n<style>\n#text-3684428034 {\n  text-align: left;\n  color: rgb(255,255,255);\n}\n#text-3684428034 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n<\/div>\n<div id=\"tab_investment-philosophy\" class=\"panel entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-investment-philosophy\">\n\n\t<div id=\"text-397183915\" class=\"text vista-tab\">\n\t\t\n\n<p><strong>We are the Expert&#8217;s Expert<\/strong><\/p>\n<p>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\u2014VistaBuilder\u2122 for portfolio construction and VistaBalancer\u2122 for intelligent rebalancing\u2014to 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&nbsp;execution.<\/p>\n\t\t\n<style>\n#text-397183915 {\n  text-align: left;\n  color: rgb(255,255,255);\n}\n#text-397183915 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n<\/div>\n<div id=\"tab_our-vision\" class=\"panel entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-our-vision\">\n\n\t<div id=\"text-3922652255\" class=\"text vista-tab\">\n\t\t\n\n<p><strong>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.<\/strong><\/p>\n<p>For nearly three decades, our leadership has been entrusted with managing portfolios for a diverse range of clients\u2014including 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. <!--&nbsp; <a href=\"#team\">Meet Our Team<\/a>--><\/p>\n\t\t\n<style>\n#text-3922652255 {\n  text-align: left;\n  color: rgb(255,255,255);\n}\n#text-3922652255 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n<\/div><\/div><\/div>\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n\t<div id=\"gap-1388160071\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1388160071 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1388160071 {\n    padding-top: 60px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"row align-middle align-center\"  id=\"row-405012672\">\n\n\n\t<div id=\"col-923732469\" class=\"col small-12 large-12\"  data-animate=\"blurIn\">\n\t\t\t\t<div class=\"col-inner\"  data-parallax-fade=\"true\" data-parallax=\"1\">\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-804594841\" class=\"text\">\n\t\t\n\n<p class=\"building\">Building Enduring Prosperity<\/p>\n\t\t\n<style>\n#text-804594841 {\n  text-align: center;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n\n\t\t<\/div>\n\n\t\t\n<style>\n#section_2045958341 {\n  padding-top: 30px;\n  padding-bottom: 30px;\n  background-color: rgb(16, 46, 59);\n}\n<\/style>\n\t<\/section>\n\t\n\n\t<section class=\"section tdc-mark-section has-parallax\" id=\"section_491115559\">\n\t\t<div class=\"section-bg fill\" data-parallax-container=\".section\" data-parallax-background data-parallax=\"-10\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/VistmarkMark.svg\" class=\"bg attachment-original size-original\" alt=\"vistamark favicon\" \/>\t\t\t\t\t\t\n\t\t\t\n\n\t\t<\/div>\n\n\t\t\n\n\t\t<div class=\"section-content relative\">\n\t\t\t\n\n\t\t<div class=\"ads-zero-height\">\n\t\t\t\t\n\n<div id=\"core-services\">&nbsp;<\/div>\n\t\t<\/div>\n\t\n\t<div id=\"gap-1661548446\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1661548446 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1661548446 {\n    padding-top: 40px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"row align-center\"  id=\"row-153589077\">\n\n\n\t<div id=\"col-333478440\" class=\"col header-order-button medium-11 small-12 large-12\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-center\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-2985993783\" class=\"text headline-box\">\n\t\t\n\n<h2>Vistamark Core Services<\/h2>\n\t\t\n<style>\n#text-2985993783 {\n  font-size: 2rem;\n  line-height: 0.75;\n  text-align: center;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\n<style>\n#col-333478440 > .col-inner {\n  padding: 0px 0px 0px 0px;\n  margin: 0px 0px 0px 0px;\n}\n<\/style>\n\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"row row-collapse row-full-width align-equal align-center core-dash-row\"  id=\"row-1108186039\">\n\n\n\t<div id=\"col-1256854719\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_898491574\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:125px;margin:30px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/private-wealth-family-offices.svg\" class=\"attachment-original size-original\" alt=\"\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_898491574 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-4014612714\" class=\"text padding-20\">\n\t\t\n\n<h4>Private Wealth &amp; Family\u00a0Offices<\/h4>\n<p>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\u2014including private equity, real estate, and hedge funds\u2014we craft tailored strategies designed to achieve your financial objectives and strengthen long-term diversification.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1286790756\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_43770246\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:125px;margin:40px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/Outsourced-Investment-Solutions.svg\" class=\"attachment-original size-original\" alt=\"\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_43770246 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-1795223974\" class=\"text padding-20\">\n\t\t\n\n<h4>Integrated Chief Investment Officer Solutions<\/h4>\n<p>Our leadership provides integrated 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\u2014without the cost of building a full in-house staff.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-657268951\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_328672316\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:125px;margin:30px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/nonprofit-endowments-foundations.svg\" class=\"attachment-original size-original\" alt=\"\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_328672316 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-483545169\" class=\"text padding-20\">\n\t\t\n\n<h4>Nonprofits, Endowments &#038;&nbsp;Foundations<\/h4>\n<p>We partner with nonprofits, endowments, and foundations to deliver tailored investment advisory services that thoughtfully align your portfolio strategy with your organization\u2019s 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&nbsp;make.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-464047612\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_626439466\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:125px;margin:40px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/Financial-Investment-Experts.svg\" class=\"attachment-original size-original\" alt=\"Financial &amp; Investment Experts icon\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_626439466 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-4088617734\" class=\"text padding-20\">\n\t\t\n\n<h4>Advisory Services Backed by Experience &amp; Networks<\/h4>\n<p>Whether you need specialized guidance for M&#038;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.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-189209640\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_1302350175\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:125px;margin:30px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/Defined-Benefit-Pension-Plan-Consulting-.svg\" class=\"attachment-original size-original\" alt=\"\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_1302350175 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-1651586336\" class=\"text padding-20\">\n\t\t\n\n<h4>Defined Benefit Pension Plan&nbsp;Consulting<\/h4>\n<p>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\u2019s risk-adjusted performance.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-510590949\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_2115552578\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:125px;margin:30px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/Defined-Contribution-Plan-Consulting.svg\" class=\"attachment-original size-original\" alt=\"\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_2115552578 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-2863810209\" class=\"text padding-20\">\n\t\t\n\n<h4>Defined Contribution Plan\u00a0Consulting<\/h4>\n<p>\nWe 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\u2014helping ensure your retirement plan stays aligned with organizational goal.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n\n\t\t<\/div>\n\n\t\t\n<style>\n#section_491115559 {\n  padding-top: 30px;\n  padding-bottom: 30px;\n  background-color: rgb(210, 216, 214);\n}\n@media (min-width:850px) {\n  #section_491115559 {\n    padding-top: 30px;\n    padding-bottom: 30px;\n  }\n}\n<\/style>\n\t<\/section>\n\t\n\n\t<section class=\"section tdc-mark-section has-parallax\" id=\"section_71338562\">\n\t\t<div class=\"section-bg fill\" data-parallax-container=\".section\" data-parallax-background data-parallax=\"-10\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/VistmarkMark.svg\" class=\"bg attachment-original size-original\" alt=\"vistamark favicon\" \/>\t\t\t\t\t\t\n\t\t\t\n\n\t\t<\/div>\n\n\t\t\n\n\t\t<div class=\"section-content relative\">\n\t\t\t\n\n\t\t<div class=\"ads-zero-height\">\n\t\t\t\t\n\n<div id=\"why-vistamark\">&nbsp;<\/div>\n\t\t<\/div>\n\t\n<div class=\"row align-middle align-center\"  id=\"row-2091733728\">\n\n\n\t<div id=\"col-1574008648\" class=\"col header-order-button medium-11 small-12 large-12\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-center\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"gap-1839740260\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1839740260 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1839740260 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-4056428951\" class=\"text headline-box\">\n\t\t\n\n<h2>Why Vistamark?<\/h2>\n\t\t\n<style>\n#text-4056428951 {\n  font-size: 2rem;\n  line-height: 0.75;\n  text-align: center;\n  color: rgb(255,255,255);\n}\n#text-4056428951 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\n<style>\n#col-1574008648 > .col-inner {\n  padding: 0px 0px 0px 0px;\n  margin: 0px 0px 0px 0px;\n}\n<\/style>\n\t<\/div>\n\n\t\n\n\t<div id=\"col-1455031141\" class=\"col small-12 large-12\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-center\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"gap-1496640824\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1496640824 {\n  padding-top: 30px;\n}\n@media (min-width:550px) {\n  #gap-1496640824 {\n    padding-top: 0px;\n  }\n}\n@media (min-width:850px) {\n  #gap-1496640824 {\n    padding-top: 60px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<div class=\"tabbed-content vista-tab\">\n\t\t\t<h4 class=\"uppercase text-center\">Tab Title<\/h4>\n\t\t\t<ul class=\"nav nav-line nav-normal nav-size-normal nav-center\" role=\"tablist\"><li id=\"tab-proven-leadership\" class=\"tab active has-icon\" role=\"presentation\"><a href=\"#proven-leadership\" role=\"tab\" aria-selected=\"true\" aria-controls=\"tab_proven-leadership\"><span>&gt; Proven Leadership<\/span><\/a><\/li>\n<li id=\"tab-proprietary-analytical-tools\" class=\"tab has-icon\" role=\"presentation\"><a href=\"#proprietary-analytical-tools\" tabindex=\"-1\" role=\"tab\" aria-selected=\"false\" aria-controls=\"tab_proprietary-analytical-tools\"><span>&gt; Proprietary Analytical Tools<\/span><\/a><\/li>\n<li id=\"tab-the-vistawealth-office\" class=\"tab has-icon\" role=\"presentation\"><a href=\"#The-VistaWealth-Office\" tabindex=\"-1\" role=\"tab\" aria-selected=\"false\" aria-controls=\"tab_the-vistawealth-office\"><span>&gt; The VistaWealth Office&trade;<\/span><\/a><\/li><\/ul><div class=\"tab-panels\"><div id=\"tab_proven-leadership\" class=\"panel active entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-proven-leadership\">\n\n\t<div id=\"text-1276803836\" class=\"text vista-tab\">\n\t\t\n\n<p style=\"text-align: left;\">With decades of experience leading multibillion-dollar organizations and high-net-worth families\u2014overseeing over $260 billion in assets\u2014our senior professionals deliver trusted, institutional-grade expertise. <a class=\"more\" href=\"#more-proven-leadership\"> \u00a0MORE<\/a><\/p>\n\t\t\n<style>\n#text-1276803836 {\n  color: rgb(255,255,255);\n}\n#text-1276803836 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t<div id=\"more-proven-leadership\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n<h3>Our Leadership: Setting the Standard in Investment Excellence<\/h3>\n<p>Innovative Portfolio Design: Our professionals have set the industry standard with our proprietary VistaBuilder\u2122 and VistaBalancer\u2122 systems, engineered to construct and dynamically rebalance portfolios to drive value for&nbsp;clients.<\/p>\n<ol>\n<li><strong>Strategic Investment Leadership:<\/strong> Our professionals have served as outsourced chief investment architects for RIA firms, trust companies and other financial institutions overseeing hundreds of billions in&nbsp;assets.<\/li>\n<li><strong>Thought Leaders:<\/strong> 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&nbsp;sector.<\/li>\n<\/ol>\n<p>Our expertise spans traditional and alternative asset classes, including private equity, hedge funds, and real&nbsp;estate.<\/p>\n<p>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&nbsp;environment.<\/p>\n<p>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&nbsp;clients.<\/p>\n\t<\/div>\n\t\n\t\n\n\n\n\t<div id=\"more-reasons\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n<p><strong>Fiduciary Commitment:<\/strong> As fiduciaries, your best interests always come&nbsp;first.<\/p>\n\n<p><strong>True Independence:<\/strong> We are 100% independently owned, seeking to ensure our advice is unbiased and free of&nbsp;conflicts.<\/p>\n\n<p><strong>Proven Leadership:<\/strong> With over 20 years of experience as a Chief Investment Officer, our leadership brings deep expertise to every client&nbsp;relationship.<\/p>\n\n<p><strong>Exceptional Knowledge:<\/strong> Our team is highly credentialed, with a strong track record of delivering successful outcomes for&nbsp;clients.<\/p>\n\n<p><strong>Client-First Approach:<\/strong> Your definition of success guides our work; we\u2019re dedicated to helping you achieve your unique&nbsp;goals.<\/p>\n\n<p><strong>Innovative Mindset:<\/strong> We seek to continuously anticipate market trends and embrace proactive strategies to keep you&nbsp;ahead.<\/p>\n\n<p><strong>Unmatched Service:<\/strong> Our commitment is to provide exceptional service and attention at every&nbsp;step.<\/p>\n\n<p><strong>Proactive Guidance:<\/strong> We seek to deliver clear, actionable advice and stay ahead of your needs, so you\u2019re always informed and&nbsp;empowered.<\/p>\n\t<\/div>\n\t\n\t\n\n\n<\/div>\n<div id=\"tab_proprietary-analytical-tools\" class=\"panel entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-proprietary-analytical-tools\">\n\n\t<div id=\"text-2967730256\" class=\"text vista-tab\">\n\t\t\n\n<p style=\"text-align: left;\">Our proprietary VistaBuilder\u2122 and VistaBalancer\u2122 systems are designed to proactively manage risk, reduce expenses, and enhance\u00a0performance.<\/p>\n<p style=\"text-align: left;\">We craft customized planning and investment solutions tailored to your unique objectives, goals, evolving needs, and risk profile \u2014deliberately steering clear of generic, one-size-fits-all approaches.<\/p>\n\t\t\n<style>\n#text-2967730256 {\n  color: rgb(255,255,255);\n}\n#text-2967730256 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n<\/div>\n<div id=\"tab_the-vistawealth-office\" class=\"panel entry-content\" role=\"tabpanel\" aria-labelledby=\"tab-the-vistawealth-office\">\n\n\t<div id=\"text-3086026067\" class=\"text vista-tab\">\n\t\t\n\n<p style=\"text-align: left;\"><span data-olk-copy-source=\"MessageBody\">The VistaWealth Office\u2122 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. <\/span><\/p>\n<p style=\"text-align: left;\"><span data-olk-copy-source=\"MessageBody\">Our mission is to align every investment strategy with our clients\u2019 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\u2014bringing greater meaning and clarity to each client\u2019s financial journey.<\/span><\/p>\n\t\t\n<style>\n#text-3086026067 {\n  text-align: left;\n  color: rgb(255,255,255);\n}\n#text-3086026067 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n<\/div><\/div><\/div>\n\t<div id=\"gap-1346897548\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1346897548 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1346897548 {\n    padding-top: 60px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n<a href=\"#more-reasons\" class=\"button success\" >\n\t\t<span>MORE REASONS<\/span>\n\t<\/a>\n\n\n<a href=\"#contact-us\" class=\"button success vista-button\" >\n\t\t<span>CONTACT US<\/span>\n\t<\/a>\n\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1987228280\" class=\"col small-12 large-12\"  data-animate=\"blurIn\">\n\t\t\t\t<div class=\"col-inner\"  data-parallax-fade=\"true\" data-parallax=\"2\">\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-849744023\" class=\"text\">\n\t\t\n\n<p class=\"building-sm\">Fiduciary Duty &nbsp; | &nbsp; Independent, Proactive &nbsp; | &nbsp; Deep Experience &nbsp; | &nbsp; Client&#8209;Centered<\/p>\n\t\t\n<style>\n#text-849744023 {\n  text-align: center;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n\n\t\t<\/div>\n\n\t\t\n<style>\n#section_71338562 {\n  padding-top: 30px;\n  padding-bottom: 30px;\n  background-color: rgb(16, 46, 59);\n}\n<\/style>\n\t<\/section>\n\t\n\n\t<section class=\"section tdc-mark-section has-parallax\" id=\"section_861818495\">\n\t\t<div class=\"section-bg fill\" data-parallax-container=\".section\" data-parallax-background data-parallax=\"-10\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/VistmarkMark.svg\" class=\"bg attachment-original size-original\" alt=\"vistamark favicon\" \/>\t\t\t\t\t\t\n\t\t\t\n\n\t\t<\/div>\n\n\t\t\n\n\t\t<div class=\"section-content relative\">\n\t\t\t\n\n\t\t<div class=\"ads-zero-height\">\n\t\t\t\t\n\n<div id=\"investment-process\">&nbsp;<\/div>\n\t\t<\/div>\n\t\n\t<div id=\"gap-65421214\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-65421214 {\n  padding-top: 0px;\n}\n@media (min-width:550px) {\n  #gap-65421214 {\n    padding-top: 40px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"row align-center\"  id=\"row-1310480331\">\n\n\n\t<div id=\"col-720512194\" class=\"col header-order-button medium-11 small-12 large-12\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-center\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-3745417927\" class=\"text headline-box\">\n\t\t\n\n<h2>Our Process<\/h2>\n\t\t\n<style>\n#text-3745417927 {\n  font-size: 2rem;\n  line-height: 0.75;\n  text-align: center;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\n<style>\n#col-720512194 > .col-inner {\n  padding: 0px 0px 0px 0px;\n  margin: 0px 0px 0px 0px;\n}\n<\/style>\n\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"row align-center\"  id=\"row-1167286594\">\n\n\n\t<div id=\"col-390558520\" class=\"col tdc-2-col medium-8 small-12 large-8\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n<p><strong>At Vistamark, you\u2019ll 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.<\/p>\n<p>Your financial journey deserves nothing less. Ready to experience the Vistamark difference? Let\u2019s start a conversation.<\/strong><\/p>\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"row row-full-width align-equal align-center core-dash-row\"  id=\"row-1948518434\">\n\n\n\t<div id=\"col-1949016175\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_283684825\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:100px;margin:30px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/step-1.svg\" class=\"attachment-original size-original\" alt=\"\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_283684825 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-1529645072\" class=\"text padding-20\">\n\t\t\n\n<h4>Free Consultation<\/h4>\n<p>Our initial meeting is completely free and comes with no obligation. It\u2019s your chance to share your financial goals and see if Vistamark is the right partner for you. We\u2019ll focus on understanding your needs so we can tailor our approach to your unique situation.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1489336247\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_1402992794\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:100px;margin:30px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/step-2.svg\" class=\"attachment-original size-original\" alt=\"\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_1402992794 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-908056471\" class=\"text padding-20\">\n\t\t\n\n<h4>Information Gathering<\/h4>\n<p>Next, we\u2019ll collect detailed information to ensure we fully understand your circumstances. This allows us to craft a highly personalized set of recommendations just for&nbsp;you.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1408746796\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_1315540395\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:100px;margin:30px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/step-3.svg\" class=\"attachment-original size-original\" alt=\"\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_1315540395 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-2164847610\" class=\"text padding-20\">\n\t\t\n\n<h4>Proposal &#038; Agreement<\/h4>\n<p>We\u2019ll present a tailored proposal outlining our recommended strategies and services. If you\u2019re ready to move forward, we\u2019ll review and finalize the agreement&nbsp;together.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-471648981\" class=\"col core-dash medium-5 small-12 large-4\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-left\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover margin-auto x md-x lg-x y md-y lg-y\" id=\"image_371220100\">\n\t\t\t\t\t\t<div data-animate=\"fadeInUp\">\t\t<div class=\"img-inner image-cover dark\" style=\"padding-top:100px;margin:30px 0px 10px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/step-4.svg\" class=\"attachment-original size-original\" alt=\"\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t<\/div>\t\t\t\t\t\t\n<style>\n#image_371220100 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-2276935934\" class=\"text padding-20\">\n\t\t\n\n<h4>Execute<\/h4>\n<p>Once the agreement is in place, we\u2019ll put your customized plan into action\u2014implementing your portfolios and strategies to help you achieve your financial goals.<\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n\n\t\t<\/div>\n\n\t\t\n<style>\n#section_861818495 {\n  padding-top: 30px;\n  padding-bottom: 30px;\n  background-color: rgb(210, 216, 214);\n}\n<\/style>\n\t<\/section>\n\t\n\n\t<section class=\"section tdc-mark-section has-parallax\" id=\"section_1363816175\">\n\t\t<div class=\"section-bg fill\" data-parallax-container=\".section\" data-parallax-background data-parallax=\"-10\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1\" height=\"1\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/05\/VistmarkMark.svg\" class=\"bg attachment-original size-original\" alt=\"vistamark favicon\" \/>\t\t\t\t\t\t\n\t\t\t\n\n\t\t<\/div>\n\n\t\t\n\n\t\t<div class=\"section-content relative\">\n\t\t\t\n\n\t<div id=\"gap-1788803749\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1788803749 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1788803749 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\t\t<div class=\"ads-zero-height\">\n\t\t\t\t\n\n<div id=\"our-leadership\">&nbsp;<\/div>\n\t\t<\/div>\n\t\n<div class=\"row align-middle align-center\"  id=\"row-1671981581\">\n\n\n\t<div id=\"col-1322845540\" class=\"col header-order-button medium-11 small-12 large-12\"  data-animate=\"fadeInUp\">\n\t\t\t\t<div class=\"col-inner text-center\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-3322663569\" class=\"text headline-box\">\n\t\t\n\n<h2>Our Leadership<\/h2>\n\t\t\n<style>\n#text-3322663569 {\n  font-size: 2rem;\n  line-height: 0.75;\n  text-align: center;\n  color: rgb(255,255,255);\n}\n#text-3322663569 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\n<style>\n#col-1322845540 > .col-inner {\n  padding: 0px 0px 0px 0px;\n  margin: 0px 0px 0px 0px;\n}\n<\/style>\n\t<\/div>\n\n\t\n\n<\/div>\n\t<div id=\"gap-191420426\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-191420426 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-191420426 {\n    padding-top: 60px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"row align-center\"  id=\"row-899240872\">\n\n\n\t<div id=\"col-894891466\" class=\"col medium-7 small-12 large-4\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover team-photo x md-x lg-x y md-y lg-y\" id=\"image_1715669042\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" style=\"margin:0px 0px 20px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1113\" height=\"1150\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Image_cropped.jpg\" class=\"attachment-original size-original\" alt=\"\" srcset=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Image_cropped.jpg 1113w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Image_cropped-768x794.jpg 768w\" sizes=\"auto, (max-width: 1113px) 100vw, 1113px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_1715669042 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1313888027\" class=\"col medium-11 small-12 large-5\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-2335938258\" class=\"text\">\n\t\t\n\n<h3>Matthew Rice, CFA, CAIA<\/h3>\n<h6>MANAGING PARTNER, Chief Investment Officer<br \/>\n<\/h6>\n\t\t\n<style>\n#text-2335938258 {\n  color: rgb(255,255,255);\n}\n#text-2335938258 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\t<div id=\"gap-1809660458\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1809660458 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-3044080165\" class=\"text\">\n\t\t\n\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">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.<\/p>\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">Matthew has also served as Chief Investment Officer for First Business Bank, overseeing approximately $3.8 billion in client assets (through mid 2026); integrated Chief Investment Officer for Goldstone Financial Group, directing the investment strategy for an additional $1.2 billion; and integrated Chief Investment Officer of several family offices and other investment advisory firms.<\/p>\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">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\u2019s in 2020.<\/p>\n<p><a class=\"more\" href=\"#matthew-rice-more\">\u00a0MORE<\/a><\/p>\n\t\t\n<style>\n#text-3044080165 {\n  color: rgb(255,255,255);\n}\n#text-3044080165 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t<div id=\"matthew-rice-more\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n<p>A respected thought leader, Matthew is also the author of two acclaimed books: <strong><em>Nonprofit Asset Management: Effective Investment Strategies and Oversight<\/em><\/strong> and <strong><em>The Practical Guide to Managing Non-Profit Assets.<\/em><\/strong> His deep expertise, innovative approach to investment strategy, and mastery of risk management make him a sought-after authority in the industry.<\/p>\n<p>Matthew earned his Bachelor\u2019s degree in Economics from Northwestern University and holds both the Chartered Financial Analyst\u00ae (CFA) and Chartered Alternative Investment Analyst\u00ae (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.<\/p>\n<p> Matthew is a devoted husband and father, and together he and his wife are the parents of four wonderful children.\n\t<\/div>\n\t\n\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(145, 0, 38);\"><\/div>\n\n\t<div id=\"text-2634480318\" class=\"text vista-contact\">\n\t\t\n\n<p>Contact Matthew<\/p>\n\t\t\t<\/div>\n\t\n<div class=\"social-icons follow-icons\" ><a href=\"https:\/\/www.facebook.com\/profile.php?id=61574244844953\" target=\"_blank\" data-label=\"Facebook\" class=\"icon button circle is-outline tooltip facebook\" title=\"Follow on Facebook\" aria-label=\"Follow on Facebook\" rel=\"noopener nofollow\"><i class=\"icon-facebook\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"Twitter\" target=\"_blank\" class=\"icon button circle is-outline tooltip twitter\" title=\"Follow on Twitter\" aria-label=\"Follow on Twitter\" rel=\"noopener nofollow\"><i class=\"icon-twitter\" aria-hidden=\"true\"><\/i><\/a><a href=\"mailto:mrice@vistamarkllc.com\" data-label=\"E-mail\" target=\"_blank\" class=\"icon button circle is-outline tooltip email\" title=\"Send us an email\" aria-label=\"Send us an email\" rel=\"nofollow noopener\"><i class=\"icon-envelop\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/in\/matthew-rice-vistamark\/\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\t<div id=\"text-161225335\" class=\"text vista-contact\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>312-895-3001 x100<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-310133075\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n<div class=\"text-center\"><div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(24, 66, 84);\"><\/div><\/div>\n\n\t<div id=\"gap-1259635777\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1259635777 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1259635777 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"row align-center\"  id=\"row-1964573259\">\n\n\n\t<div id=\"col-1276993464\" class=\"col medium-11 small-12 large-4\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"gap-2104466589\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-2104466589 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div class=\"img has-hover team-photo x md-x lg-x y md-y lg-y\" id=\"image_124583046\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" style=\"margin:0px 0px 20px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1778\" height=\"1723\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Sean-Cropped-background_office.png\" class=\"attachment-original size-original\" alt=\"\" srcset=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Sean-Cropped-background_office.png 1778w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Sean-Cropped-background_office-768x744.png 768w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Sean-Cropped-background_office-1536x1488.png 1536w\" sizes=\"auto, (max-width: 1778px) 100vw, 1778px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_124583046 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"social-icons follow-icons hidden\" ><a href=\"https:\/\/www.facebook.com\/profile.php?id=61574244844953\" target=\"_blank\" data-label=\"Facebook\" class=\"icon button circle is-outline tooltip facebook\" title=\"Follow on Facebook\" aria-label=\"Follow on Facebook\" rel=\"noopener nofollow\"><i class=\"icon-facebook\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"Twitter\" target=\"_blank\" class=\"icon button circle is-outline tooltip twitter\" title=\"Follow on Twitter\" aria-label=\"Follow on Twitter\" rel=\"noopener nofollow\"><i class=\"icon-twitter\" aria-hidden=\"true\"><\/i><\/a><a href=\"mailto:mrice@vistamarkllc.com\" data-label=\"E-mail\" target=\"_blank\" class=\"icon button circle is-outline tooltip email\" title=\"Send us an email\" aria-label=\"Send us an email\" rel=\"nofollow noopener\"><i class=\"icon-envelop\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/in\/matthew-rice-fuducient\/\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\t<div id=\"text-3806351311\" class=\"text vista-contact hidden\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>312-895-3001 x100<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1954297167\" class=\"col medium-7 small-12 large-5\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-3542545832\" class=\"text\">\n\t\t\n\n<h3>Sean McEvilly, CFA<\/h3>\n<h6>Managing Partner<br \/>\n<\/h6>\n\t\t\n<style>\n#text-3542545832 {\n  color: rgb(255,255,255);\n}\n#text-3542545832 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\t<div id=\"text-3960731928\" class=\"text\">\n\t\t\n\n<\/p>\n<p>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\u2019s efforts in manager sourcing, due diligence, and portfolio design\u2014identifying opportunities in private equity, private credit, and other less efficient markets with the goal of delivering superior outcomes for clients.\n<\/p>\n<p>Sean earned a Bachelor\u2019s degree in Economics from Northwestern University and a Master\u2019s in Management Studies from Northwestern\u2019s 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.\n<\/p>\n<p><a class=\"more\" href=\"#sean-mcevilly-more\">\u00a0MORE<\/a><\/p>\n\t\t\n<style>\n#text-3960731928 {\n  color: rgb(255,255,255);\n}\n#text-3960731928 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t<div id=\"sean-mcevilly-more\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n\n<p>His long-standing collaboration with Matt Rice began in 2010 during his time at Northwestern, when Sean was mentored while interning at DiMeo Schneider &#038; Associates. Their shared investment philosophy and complementary perspectives formed the foundation of a professional relationship that has continued to influence both of their careers.<p>\n\n\n<p>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.<\/p>\n\t<\/div>\n\t\n\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(145, 0, 38);\"><\/div>\n\n\t<div id=\"text-998111888\" class=\"text vista-contact\">\n\t\t\n\n<p>Contact Sean<\/p>\n\t\t\t<\/div>\n\t\n\t<div id=\"text-3461652407\" class=\"text vista-contact\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>480-906-3001 X102<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n<div class=\"social-icons follow-icons\" ><a href=\"https:\/\/www.facebook.com\/profile.php?id=61574244844953\" target=\"_blank\" data-label=\"Facebook\" class=\"icon button circle is-outline tooltip facebook\" title=\"Follow on Facebook\" aria-label=\"Follow on Facebook\" rel=\"noopener nofollow\"><i class=\"icon-facebook\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"Twitter\" target=\"_blank\" class=\"icon button circle is-outline tooltip twitter\" title=\"Follow on Twitter\" aria-label=\"Follow on Twitter\" rel=\"noopener nofollow\"><i class=\"icon-twitter\" aria-hidden=\"true\"><\/i><\/a><a href=\"mailto:smcevilly@vistamarkllc.com\" data-label=\"E-mail\" target=\"_blank\" class=\"icon button circle is-outline tooltip email\" title=\"Send us an email\" aria-label=\"Send us an email\" rel=\"nofollow noopener\"><i class=\"icon-envelop\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/in\/seanmcevilly\/\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(24, 66, 84);\"><\/div>\n\n\t<div id=\"gap-674719438\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-674719438 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-674719438 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"gap-1873464668\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1873464668 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1873464668 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"row align-center\"  id=\"row-1749921658\">\n\n\n\t<div id=\"col-1513660939\" class=\"col medium-7 small-12 large-4 medium-col-first\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover team-photo x md-x lg-x y md-y lg-y\" id=\"image_1761966328\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" style=\"margin:0px 0px 20px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1215\" height=\"1035\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2026\/07\/New-WS-w-cropped-with-background.png\" class=\"attachment-original size-original\" alt=\"\" srcset=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2026\/07\/New-WS-w-cropped-with-background.png 1215w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2026\/07\/New-WS-w-cropped-with-background-768x654.png 768w\" sizes=\"auto, (max-width: 1215px) 100vw, 1215px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_1761966328 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1955329204\" class=\"col medium-11 small-12 large-5\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-1558391729\" class=\"text\">\n\t\t\n\n<h3>William Seyfarth<\/h3>\n<h6>Managing Partner<\/h6>\n\t\t\n<style>\n#text-1558391729 {\n  color: rgb(255,255,255);\n}\n#text-1558391729 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\t<div id=\"gap-12889022\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-12889022 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-4277802569\" class=\"text\">\n\t\t\n\n<p>William Seyfarth is Managing Partner of the VistaWealth Office\u2122 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.<\/p>\n<p>Bill earned his Bachelor\u2019s 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\u2019s Book Bank.<\/p>\n<p><a class=\"more\" href=\"#william-seyfarth-more\">\u00a0MORE<\/a><\/p>\n\t\t\n<style>\n#text-4277802569 {\n  color: rgb(255,255,255);\n}\n#text-4277802569 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t<div id=\"william-seyfarth-more\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n<p>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.<\/p><\/p>\n\t<\/div>\n\t\n\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(145, 0, 38);\"><\/div>\n\n\t<div id=\"text-2857790938\" class=\"text vista-contact\">\n\t\t\n\n<p>Contact Bill<\/p>\n\t\t\t<\/div>\n\t\n<div class=\"social-icons follow-icons\" ><a href=\"https:\/\/www.facebook.com\/profile.php?id=61574244844953\" target=\"_blank\" data-label=\"Facebook\" class=\"icon button circle is-outline tooltip facebook\" title=\"Follow on Facebook\" aria-label=\"Follow on Facebook\" rel=\"noopener nofollow\"><i class=\"icon-facebook\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"X\" target=\"_blank\" class=\"icon button circle is-outline tooltip x\" title=\"Follow on X\" aria-label=\"Follow on X\" rel=\"noopener nofollow\"><i class=\"icon-x\" aria-hidden=\"true\"><\/i><\/a><a href=\"mailto:wseyfarth@vistamarkllc.com\" data-label=\"E-mail\" target=\"_blank\" class=\"icon button circle is-outline tooltip email\" title=\"Send us an email\" aria-label=\"Send us an email\" rel=\"nofollow noopener\"><i class=\"icon-envelop\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/in\/bill-seyfarth\/\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\t<div id=\"text-1775861560\" class=\"text vista-contact\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>312-895-3001 X 103<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n\t<div id=\"gap-1588647556\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1588647556 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"row align-center\"  id=\"row-3527830\">\n\n\n\t<div id=\"col-1249793273\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"gap-402878617\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-402878617 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-402878617 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1807893077\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(24, 66, 84);\"><\/div>\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-430635992\" class=\"col medium-7 small-12 large-4 medium-col-first\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"gap-1569293811\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1569293811 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1569293811 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div class=\"img has-hover team-photo x md-x lg-x y md-y lg-y\" id=\"image_1580714980\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" style=\"margin:0px 0px 20px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1053\" height=\"919\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/11\/Tie-Free-Website-_-Ryan-Walter_further-trimmed.jpg\" class=\"attachment-original size-original\" alt=\"\" srcset=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/11\/Tie-Free-Website-_-Ryan-Walter_further-trimmed.jpg 1053w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/11\/Tie-Free-Website-_-Ryan-Walter_further-trimmed-768x670.jpg 768w\" sizes=\"auto, (max-width: 1053px) 100vw, 1053px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_1580714980 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-959631155\" class=\"col medium-11 small-12 large-5\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-1165588314\" class=\"text\">\n\t\t\n\n<h3>Ryan Walter<\/h3>\n<h6>Partner, Director of Institutional advisory<\/h6>\n\t\t\n<style>\n#text-1165588314 {\n  color: rgb(255,255,255);\n}\n#text-1165588314 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\t<div id=\"gap-98718692\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-98718692 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-4259631346\" class=\"text\">\n\t\t\n\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">Ryan Walter is a Partner and Director of Institutional Advisory at Vistamark Investments LLC. An accomplished institutional investment advisor, Ryan brings over 20 years of experience guiding endowments, foundations, healthcare organizations, and retirement plan sponsors, delivering high-level counsel to both institutional and private clients.<\/p>\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">Before joining Vistamark, Ryan was a Senior Consultant at NEPC, LLC and Fiducient Advisors. There, he led transformative advisory initiatives for a diverse national client base and partnered extensively with Matt Rice during Matt\u2019s multi-decade tenure as Chief Investment Officer at Fiducient Advisors. These collaborations helped drive successful outcomes across complex engagements for major nonprofit, healthcare, and retirement plan clients throughout Chicago and across the country.\u200b<\/p>\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">Earlier in his career, Ryan held roles at J.P. Morgan and Merrill Lynch, where he gained valuable experience working directly with both institutional and private clients across a range of investment needs and organizational objectives.\u200b<\/p>\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">Widely regarded for his client-first philosophy and hands-on leadership, Ryan leverages deep expertise in institutional governance best practices, investment policy design, asset allocation, manager selection, and fiduciary oversight, with a track record of implementing strategies that align client mission and long-term objectives. Ryan is based in Chicago, delivering collaborative, strategic insight to every relationship..\u200b<\/p>\n<p><a class=\"more\" href=\"#ryan-walter-more\">\u00a0MORE<\/a><\/p>\n\t\t\n<style>\n#text-4259631346 {\n  color: rgb(255,255,255);\n}\n#text-4259631346 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t<div id=\"ryan-walter-more\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n<p>\nRyan earned his Bachelor of Science in Finance and Risk Management from The Ohio State University\u2019s Max M. Fisher College of Business. He has also successfully completed Level II of the Chartered Financial Analyst (CFA) Program. A recognized authority on institutional investment advisory and best practices, Ryan is an accomplished author and a sought-after speaker in the field.\n\u00a0<\/p><\/p>\n\t<\/div>\n\t\n\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(145, 0, 38);\"><\/div>\n\n\t<div id=\"text-4035829087\" class=\"text vista-contact\">\n\t\t\n\n<p>Contact Ryan<\/p>\n\t\t\t<\/div>\n\t\n<div class=\"social-icons follow-icons\" ><a href=\"https:\/\/www.facebook.com\/profile.php?id=61574244844953\" target=\"_blank\" data-label=\"Facebook\" class=\"icon button circle is-outline tooltip facebook\" title=\"Follow on Facebook\" aria-label=\"Follow on Facebook\" rel=\"noopener nofollow\"><i class=\"icon-facebook\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"X\" target=\"_blank\" class=\"icon button circle is-outline tooltip x\" title=\"Follow on X\" aria-label=\"Follow on X\" rel=\"noopener nofollow\"><i class=\"icon-x\" aria-hidden=\"true\"><\/i><\/a><a href=\"mailto:rwalter@vistamarkllc.com\" data-label=\"E-mail\" target=\"_blank\" class=\"icon button circle is-outline tooltip email\" title=\"Send us an email\" aria-label=\"Send us an email\" rel=\"nofollow noopener\"><i class=\"icon-envelop\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/in\/ryan-walter-660b409\/r=true\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\t<div id=\"text-272002477\" class=\"text vista-contact\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>312-895-3001 X 104<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n\t<div id=\"gap-1421655887\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1421655887 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"row align-center\"  id=\"row-728044987\">\n\n\n\t<div id=\"col-1335294518\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"gap-889916862\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-889916862 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-889916862 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-433981501\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(24, 66, 84);\"><\/div>\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1778658595\" class=\"col medium-7 small-12 large-4 medium-col-first\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"gap-1612764695\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1612764695 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-1612764695 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div class=\"img has-hover team-photo x md-x lg-x y md-y lg-y\" id=\"image_872148793\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" style=\"margin:0px 0px 20px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"1001\" height=\"933\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2026\/05\/openart-bea2ce29c05e4ea8ae3e32ac0fd89dea_raw.jpg\" class=\"attachment-original size-original\" alt=\"\" srcset=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2026\/05\/openart-bea2ce29c05e4ea8ae3e32ac0fd89dea_raw.jpg 1001w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2026\/05\/openart-bea2ce29c05e4ea8ae3e32ac0fd89dea_raw-768x716.jpg 768w\" sizes=\"auto, (max-width: 1001px) 100vw, 1001px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_872148793 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1596632628\" class=\"col medium-11 small-12 large-5\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-735480040\" class=\"text\">\n\t\t\n\n<h3>David Beazley<\/h3>\n<h6>Advisory Partner, Venture &amp; Private markets<\/h6>\n\t\t\n<style>\n#text-735480040 {\n  color: rgb(255,255,255);\n}\n#text-735480040 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\t<div id=\"gap-2141085908\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-2141085908 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-494766189\" class=\"text\">\n\t\t\n\n<p>David Beazley is an Advisory Partner at Vistamark Investments, leading the firm\u2019s strategic initiatives across venture capital and growth equity. With decades of experience spanning every stage of the venture capital investment cycle\u2014as a fundless sponsor, operator, CEO, direct investor, and family office advisor\u2014David brings a uniquely well-rounded perspective to sourcing, evaluating, and structuring venture investments for Vistamark\u2019s private wealth, family office, and institutional clients.<\/p>\n<p>In addition to his role at Vistamark, David also serves as Managing Partner at Alumni Ventures, where he leads Purple Arch Ventures, Lakeshore Ventures, and Westwood Ventures, and heads the firm\u2019s family office and institutional partnerships. Through these vehicles, he oversees a diversified venture portfolio of early- and growth-stage investments across cloud services, cybersecurity, AI and machine learning, healthcare IT, fintech, ed tech, and other innovation-driven sectors.<\/p>\n<p><a class=\"more\" href=\"#david-beazley-more\">\u00a0MORE<\/a><\/p>\n\t\t\n<style>\n#text-494766189 {\n  color: rgb(255,255,255);\n}\n#text-494766189 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t<div id=\"david-beazley-more\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n<p>\nEarlier in his career, David founded Synergy Financial, a private capital and consulting firm serving entrepreneurs, private equity professionals, and family offices, after starting out as a professional advisor managing client assets. A proud Northwestern alumnus, David earned both his undergraduate and graduate degrees from Northwestern University, including a Master of Science from the Medill School of Journalism. He was a member of the Northwestern Wildcats football team during the program\u2019s two-time Big Ten Championship era, overlapping with Vistamark Founder Matthew Rice. Based in Chicago, David serves on the NUvention and Kellogg Entrepreneurial Center Advisory Boards at Northwestern and brings to Vistamark a deep network across venture capital, private equity, and family offices.  \n\u00a0<\/p><\/p>\n\t<\/div>\n\t\n\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(145, 0, 38);\"><\/div>\n\n\t<div id=\"text-2173835434\" class=\"text vista-contact\">\n\t\t\n\n<p>Contact David\/p><\/p>\n\t\t\t<\/div>\n\t\n<div class=\"social-icons follow-icons\" ><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"X\" target=\"_blank\" class=\"icon button circle is-outline tooltip x\" title=\"Follow on X\" aria-label=\"Follow on X\" rel=\"noopener nofollow\"><i class=\"icon-x\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/in\/david-beazley86\/\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\t<div id=\"text-142784081\" class=\"text vista-contact\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>312-895-3001<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n\t<div id=\"gap-1692671502\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1692671502 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(24, 66, 84);\"><\/div>\n\n\t<div id=\"gap-162399345\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-162399345 {\n  padding-top: 60px;\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"row align-center\"  id=\"row-141531218\">\n\n\n\t<div id=\"col-930308574\" class=\"col medium-7 small-12 large-4 medium-col-first\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"gap-716219324\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-716219324 {\n  padding-top: 0px;\n}\n@media (min-width:850px) {\n  #gap-716219324 {\n    padding-top: 30px;\n  }\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div class=\"img has-hover team-photo x md-x lg-x y md-y lg-y\" id=\"image_121254791\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" style=\"margin:0px 0px 20px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2577\" height=\"2318\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Jen-cropped-new.jpg\" class=\"attachment-original size-original\" alt=\"\" srcset=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Jen-cropped-new.jpg 2577w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Jen-cropped-new-768x691.jpg 768w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Jen-cropped-new-1536x1382.jpg 1536w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/Jen-cropped-new-2048x1842.jpg 2048w\" sizes=\"auto, (max-width: 2577px) 100vw, 2577px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_121254791 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1833772811\" class=\"col medium-11 small-12 large-5\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-752975947\" class=\"text\">\n\t\t\n\n<h3> Jennifer Lambert<\/h3>\n<h6>\nAdvisory Partner<br \/>\n<\/h6>\n\t\t\n<style>\n#text-752975947 {\n  color: rgb(255,255,255);\n}\n#text-752975947 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\t<div id=\"gap-876491449\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-876491449 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-740354311\" class=\"text\">\n\t\t\n\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">Jen Lambert\u00a0serves as an\u00a0Advisory Partner to Vistamark Investments, with a particular focus on supporting family office clients that hold significant real estate portfolios. With the assistance of <em>The VistaWealth Office\u2122<\/em>, she helps families optimize property performance, integrate real estate holdings into broader wealth strategies, and guide long-term planning for multigenerational success.<\/p>\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">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.<\/p>\n<p><a class=\"more\" href=\"#jennifer-lambert-more\">\u00a0MORE<\/a><\/p>\n\t\t\n<style>\n#text-740354311 {\n  color: rgb(255,255,255);\n}\n#text-740354311 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t<div id=\"jennifer-lambert-more\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">Earlier in her career, Jen led\u00a0McGraw Hill\u2019s 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.<\/p>\n<\/p>\n\n\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">She holds a\u00a0Bachelor\u2019s 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\u00a0proud mother of two wonderful daughters.<p>\n\n\n<p>Jen is a devoted wife and and mother, and together she and her husband are the parents of four wonderful children.<\/p>\n\t<\/div>\n\t\n\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(145, 0, 38);\"><\/div>\n\n\t<div id=\"text-1005153277\" class=\"text vista-contact\">\n\t\t\n\n<p>Contact Jen<\/p>\n\t\t\t<\/div>\n\t\n<div class=\"social-icons follow-icons\" ><a href=\"https:\/\/www.facebook.com\/profile.php?id=61574244844953\" target=\"_blank\" data-label=\"Facebook\" class=\"icon button circle is-outline tooltip facebook\" title=\"Follow on Facebook\" aria-label=\"Follow on Facebook\" rel=\"noopener nofollow\"><i class=\"icon-facebook\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"X\" target=\"_blank\" class=\"icon button circle is-outline tooltip x\" title=\"Follow on X\" aria-label=\"Follow on X\" rel=\"noopener nofollow\"><i class=\"icon-x\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/in\/matthew-rice-vistamark\/\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\t<div id=\"text-2019022345\" class=\"text vista-contact\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>312-895-3001<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n\t<div id=\"gap-224559001\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-224559001 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(24, 66, 84);\"><\/div>\n\n\t<div id=\"gap-756498407\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-756498407 {\n  padding-top: 60px;\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"row align-center\"  id=\"row-2098303724\">\n\n\n\t<div id=\"col-742818208\" class=\"col medium-11 small-12 large-4\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"gap-386456331\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-386456331 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div class=\"img has-hover team-photo x md-x lg-x y md-y lg-y\" id=\"image_197994990\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" style=\"margin:0px 0px 20px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2203\" height=\"1828\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New-susan.jpg\" class=\"attachment-original size-original\" alt=\"\" srcset=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New-susan.jpg 2203w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New-susan-768x637.jpg 768w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New-susan-1536x1275.jpg 1536w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New-susan-2048x1699.jpg 2048w\" sizes=\"auto, (max-width: 2203px) 100vw, 2203px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_197994990 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"social-icons follow-icons hidden\" ><a href=\"https:\/\/www.facebook.com\/profile.php?id=61574244844953\" target=\"_blank\" data-label=\"Facebook\" class=\"icon button circle is-outline tooltip facebook\" title=\"Follow on Facebook\" aria-label=\"Follow on Facebook\" rel=\"noopener nofollow\"><i class=\"icon-facebook\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"Twitter\" target=\"_blank\" class=\"icon button circle is-outline tooltip twitter\" title=\"Follow on Twitter\" aria-label=\"Follow on Twitter\" rel=\"noopener nofollow\"><i class=\"icon-twitter\" aria-hidden=\"true\"><\/i><\/a><a href=\"mailto:mrice@vistamarkllc.com\" data-label=\"E-mail\" target=\"_blank\" class=\"icon button circle is-outline tooltip email\" title=\"Send us an email\" aria-label=\"Send us an email\" rel=\"nofollow noopener\"><i class=\"icon-envelop\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/in\/matthew-rice-fuducient\/\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\t<div id=\"text-2413736069\" class=\"text vista-contact hidden\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>312-895-3001 x100<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1379544185\" class=\"col medium-7 small-12 large-5\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-4184924946\" class=\"text\">\n\t\t\n\n<h3>Susan Town<\/h3>\n<h6>Manager of Administration<br \/>\n<\/h6>\n\t\t\n<style>\n#text-4184924946 {\n  color: rgb(255,255,255);\n}\n#text-4184924946 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\t<div id=\"text-4249565237\" class=\"text\">\n\t\t\n\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">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\u2019s operations run efficiently and seamlessly.<\/p>\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">A proud graduate of Oklahoma State University, Susan combines her academic foundation with a deep understanding of administrative systems to strengthen the firm\u2019s internal infrastructure. At Vistamark, she oversees account administration, custodial coordination, and client onboarding. She also partners closely with the firm\u2019s leadership to enhance process design and operational workflows that align with Vistamark\u2019s high standards of service and fiduciary care.<\/p>\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">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.<\/p>\n<p><a class=\"more\" href=\"#susan-town-more\">\u00a0MORE<\/a><\/p>\n\t\t\n<style>\n#text-4249565237 {\n  color: rgb(255,255,255);\n}\n#text-4249565237 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t<div id=\"susan-town-more\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n\n<p class=\"my-2 &#091;&amp;+p&#093;:mt-4 &#091;&amp;_strong:has(+br)&#093;:inline-block &#091;&amp;_strong:has(+br)&#093;:pb-2\">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.<\/p>\n\t<\/div>\n\t\n\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(145, 0, 38);\"><\/div>\n\n\t<div id=\"text-1945356874\" class=\"text vista-contact\">\n\t\t\n\n<p>Contact Susan<\/p>\n\t\t\t<\/div>\n\t\n<div class=\"social-icons follow-icons\" ><a href=\"https:\/\/www.facebook.com\/profile.php?id=61574244844953\" target=\"_blank\" data-label=\"Facebook\" class=\"icon button circle is-outline tooltip facebook\" title=\"Follow on Facebook\" aria-label=\"Follow on Facebook\" rel=\"noopener nofollow\"><i class=\"icon-facebook\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"Twitter\" target=\"_blank\" class=\"icon button circle is-outline tooltip twitter\" title=\"Follow on Twitter\" aria-label=\"Follow on Twitter\" rel=\"noopener nofollow\"><i class=\"icon-twitter\" aria-hidden=\"true\"><\/i><\/a><a href=\"mailto:susan@vistamarkllc.com\" data-label=\"E-mail\" target=\"_blank\" class=\"icon button circle is-outline tooltip email\" title=\"Send us an email\" aria-label=\"Send us an email\" rel=\"nofollow noopener\"><i class=\"icon-envelop\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/company\/107158655\/admin\/dashboard\/\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\t<div id=\"text-1079047926\" class=\"text vista-contact\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>312-895-3001 x101<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-1753044730\" class=\"col small-12 large-12\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(24, 66, 84);\"><\/div>\n\n\t<div id=\"gap-680211909\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-680211909 {\n  padding-top: 60px;\n}\n<\/style>\n\t<\/div>\n\t\n\n<div class=\"row align-center\"  id=\"row-329307025\">\n\n\n\t<div id=\"col-1563536422\" class=\"col medium-7 small-12 large-4 medium-col-first\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div class=\"img has-hover team-photo x md-x lg-x y md-y lg-y\" id=\"image_803902785\">\n\t\t\t\t\t\t\t\t<div class=\"img-inner dark\" style=\"margin:0px 0px 20px 0px;\">\n\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"2305\" height=\"1941\" src=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New_Deb-Kay.jpg\" class=\"attachment-original size-original\" alt=\"\" srcset=\"https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New_Deb-Kay.jpg 2305w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New_Deb-Kay-768x647.jpg 768w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New_Deb-Kay-1536x1293.jpg 1536w, https:\/\/vistamarkllc.com\/wp-content\/uploads\/2025\/10\/New_Deb-Kay-2048x1725.jpg 2048w\" sizes=\"auto, (max-width: 2305px) 100vw, 2305px\" \/>\t\t\t\t\t\t\n\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\n<style>\n#image_803902785 {\n  width: 100%;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n\t<div id=\"col-271894567\" class=\"col medium-11 small-12 large-5\"  >\n\t\t\t\t<div class=\"col-inner\"  >\n\t\t\t\n\t\t\t\n\n\t<div id=\"text-2265514500\" class=\"text\">\n\t\t\n\n<h3>Deborah Kay<\/h3>\n<h6>\nMANAGER OF FINANCE<br \/>\n<\/h6>\n\t\t\n<style>\n#text-2265514500 {\n  color: rgb(255,255,255);\n}\n#text-2265514500 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\t<div id=\"gap-1536200360\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-1536200360 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\t<div id=\"text-2789757534\" class=\"text\">\n\t\t\n\n<p>Deborah serves as Manager of Finance at Vistamark, advising the firm\u2019s partners on financial operations. With over 30 years of industry experience, she brings deep expertise in business, tax, and financial consulting to her role.<\/p>\n<p>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 &amp; Touche, LLP and later managed middle-market and privately held company accounts at Squar &amp; Clarke. Her background includes comprehensive estate, tax, and financial planning, business transactions, real estate strategies, and trust administration.<\/p>\n<\/p>\n<p><a class=\"more\" href=\"#deborah-kay-more\">\u00a0MORE<\/a><\/p>\n\t\t\n<style>\n#text-2789757534 {\n  color: rgb(255,255,255);\n}\n#text-2789757534 > * {\n  color: rgb(255,255,255);\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t<div id=\"deborah-kay-more\"\n\t     class=\"lightbox-by-id lightbox-content mfp-hide lightbox-white \"\n\t     style=\"max-width:650px ;padding:20px\">\n\t\t\n\n<\/p>\n<p>Deborah is committed to supporting the firm\u2019s growth and client service. Outside of work, she enjoys volunteering with her family and spending time reading, biking, and doing water aerobics.<p>\n\t<\/div>\n\t\n\t\n\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(145, 0, 38);\"><\/div>\n\n\t<div id=\"text-4064793619\" class=\"text vista-contact\">\n\t\t\n\n<p>Contact Deborah<\/p>\n\t\t\t<\/div>\n\t\n<div class=\"social-icons follow-icons\" ><a href=\"https:\/\/www.facebook.com\/profile.php?id=61574244844953\" target=\"_blank\" data-label=\"Facebook\" class=\"icon button circle is-outline tooltip facebook\" title=\"Follow on Facebook\" aria-label=\"Follow on Facebook\" rel=\"noopener nofollow\"><i class=\"icon-facebook\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/x.com\/VistmarkLLC\" data-label=\"X\" target=\"_blank\" class=\"icon button circle is-outline tooltip x\" title=\"Follow on X\" aria-label=\"Follow on X\" rel=\"noopener nofollow\"><i class=\"icon-x\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.linkedin.com\/in\/matthew-rice-vistamark\/\" data-label=\"LinkedIn\" target=\"_blank\" class=\"icon button circle is-outline tooltip linkedin\" title=\"Follow on LinkedIn\" aria-label=\"Follow on LinkedIn\" rel=\"noopener nofollow\"><i class=\"icon-linkedin\" aria-hidden=\"true\"><\/i><\/a><a href=\"https:\/\/www.youtube.com\/@VistamarkCIO\" data-label=\"YouTube\" target=\"_blank\" class=\"icon button circle is-outline tooltip youtube\" title=\"Follow on YouTube\" aria-label=\"Follow on YouTube\" rel=\"noopener nofollow\"><i class=\"icon-youtube\" aria-hidden=\"true\"><\/i><\/a><\/div>\n\n\t<div id=\"text-79282513\" class=\"text vista-contact\">\n\t\t\n\n<p>Phone: <a href=\"tel:3128953001\"><strong>312-895-3001<\/strong><\/a><\/p>\n\t\t\t<\/div>\n\t\n\t<div id=\"gap-791022691\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-791022691 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n<div class=\"is-divider divider clearfix\" style=\"max-width:100%;height:1px;background-color:rgb(24, 66, 84);\"><\/div>\n\n\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\n\t\n\n<\/div>\n\t<div id=\"text-1764514375\" class=\"text\">\n\t\t\n\n<p class=\"building\">Where Investment Expertise Meets Innovation<\/p>\n\t\t\n<style>\n#text-1764514375 {\n  text-align: center;\n}\n<\/style>\n\t<\/div>\n\t\n\t<div id=\"gap-976886839\" class=\"gap-element clearfix\" style=\"display:block; height:auto;\">\n\t\t\n<style>\n#gap-976886839 {\n  padding-top: 30px;\n}\n<\/style>\n\t<\/div>\n\t\n\n\n\t\t<\/div>\n\n\t\t\n<style>\n#section_1363816175 {\n  padding-top: 30px;\n  padding-bottom: 30px;\n  background-color: rgb(16, 46, 59);\n}\n<\/style>\n\t<\/section>\n\t\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-blank.php","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-690","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/pages\/690","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=690"}],"version-history":[{"count":140,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/pages\/690\/revisions"}],"predecessor-version":[{"id":9065,"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=\/wp\/v2\/pages\/690\/revisions\/9065"}],"wp:attachment":[{"href":"https:\/\/vistamarkllc.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=690"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}