Vistamark Investments
Chicago Area312-895-3001 Phoenix Area480-906-3001 info@vistamark.com

In the press

Vistamark in the press: interviews, podcasts and coverage

Articles, broadcasts and podcasts featuring Vistamark’s partners, with a link to each original source. Coverage from a partner’s earlier firm is labeled with that firm’s name.

5items2022–2025date range3podcastsLast updated

In brief

Vistamark Investments and its Chief Investment Officer, Matthew Rice, CFA, CAIA, have been covered by Pensions & Investments and interviewed on the Fifty Faces, Founder Talk and Nonprofit Investment Stewards podcasts. Vistamark is an independent, employee- and partner-owned investment firm based in Chicago and Hinsdale, registered with the SEC (CRD #335309). Its partners speak with reporters about family offices, endowments and foundations, private markets and outsourced CIO services.

Latest coverage · Pensions & Investments · Dec 15, 2025

Former Fiducient Advisors CIO launches new firm Vistamark Investments, touts boutique approach

Coverage of the founding of Vistamark Investments in the Boutique Spotlight special report.

Read the original

At Vistamark

Since the firm was founded in September 2025.

Earlier in our partners’ careers

Coverage from a partner’s earlier firm describes that firm, not Vistamark.

Links go to the original publisher. Vistamark did not pay for, and has no control over, any item listed. Views expressed are as of the date of each item and may have changed. Items from a partner’s earlier firm describe that firm and its clients, not Vistamark. Inclusion is not an endorsement of Vistamark by the publisher, and nothing on this page is investment advice. See our Form ADV Part 2A and Form CRS.

For reporters and producers

Vistamark partners available for comment

Matthew Rice, CFA, CAIA

Managing Partner, Founder & Chief Investment Officer

Author of Think Like a Family Office (2026) and Nonprofit Asset Management (Wiley, 2012); writes the weekly Market Compass.

  • Markets and the economy
  • Asset allocation
  • Outsourced CIO
  • Endowments and foundations

Sean McEvilly, CFA

Managing Partner & Founder

Leads private markets research and advises families through the VistaWealth Office™. Professor of Finance, Grand Canyon University.

  • Private equity and credit
  • Manager due diligence
  • Family offices
  • Business owners

William Seyfarth

Managing Partner, VistaWealth Office™

Coordinates investments, tax, estate planning and giving for executives and business owners.

  • Executive compensation
  • Concentrated stock
  • Charitable planning

Ryan Walter

Partner, Director of Institutional Advisory

Advises investment committees of endowments, foundations and retirement plans.

  • Investment committees
  • Spending policy
  • UPMIFA and ERISA

Press kit

About Vistamark, for publication

Reporters may use this description and these facts as written.

Vistamark Investments is an independent, employee- and partner-owned investment firm based in Chicago and Hinsdale, with an office in Phoenix. Founded in September 2025 by Matthew Rice, CFA, CAIA, and Sean McEvilly, CFA, it serves families and family offices through the VistaWealth Office™, foundations and endowments, financial institutions through its Integrated CIO™ service, and retirement plan sponsors. Vistamark is a fiduciary, sells no proprietary products and has no minimum.
Founded
September 2025
Offices
Hinsdale, Chicago and Phoenix
Registration
SEC-registered investment adviser · CRD #335309
Ownership
100% employee- and partner-owned
Name in print
Vistamark Investments, or Vistamark on second reference
Headshots and logo
Available on request from the media contact below

Questions

Press and media questions

Where has Vistamark Investments been in the press?

Vistamark’s launch was covered by Pensions & Investments on December 15, 2025. Matthew Rice, its Chief Investment Officer, has been interviewed on the Fifty Faces and Founder Talk podcasts, and earlier, while at Fiducient Advisors, on the Nonprofit Investment Stewards podcast. Every item is listed on this page with a link to the original.

Who at Vistamark speaks with the media?

All four partners are available for comment. Matthew Rice covers markets, asset allocation and outsourced CIO work; Sean McEvilly covers private markets and family offices; William Seyfarth covers planning for executives and business owners; and Ryan Walter covers endowments, foundations and retirement plans.

How can a reporter reach Vistamark?

Email info@vistamark.com or call 312-895-3001 with your outlet, topic and deadline, and the right partner will reply.

Is Vistamark Investments a registered investment adviser?

Yes. Vistamark Investments is registered with the U.S. Securities and Exchange Commission, CRD #335309, and its record is public on the SEC’s Investment Adviser Public Disclosure site. Registration does not imply a certain level of skill or training.

Media contact

Sean McEvilly, CFA, Managing Partner · info@vistamark.com · 312-895-3001

Contact Vistamark