Our team
Our investment advisory team in the Chicago area
People who have run investment offices, not just advised them.
Experienced Chief Investment Officers, institutional consultants and private wealth advisors — supported by an operations team that has handled client service in this industry for decades.
As Chief Investment Officer of Fiducient Advisors, Matthew Rice oversaw investment strategy for more than $260 billion in client assets for endowments, foundations, family offices and retirement plans. Vistamark is a fiduciary to every client, with completely transparent fees.
Partners
Matthew Rice, CFA, CAIAManaging Partner, Founder & Chief Investment OfficerFounder and CIO of Vistamark; as CIO of Fiducient Advisors, oversaw investment strategy for more than $260 billion in client assets.
Sean McEvilly, CFAManaging Partner & FounderManaging Partner and Founder; advises families, business owners and family offices through the VistaWealth Office™ and leads Vistamark’s private markets research.
William SeyfarthManaging Partner, VistaWealth Office™Managing Partner, VistaWealth Office™ — integrated wealth planning for executives, business owners, family offices and charities.
Ryan WalterPartner, Director of Institutional AdvisoryPartner and Director of Institutional Advisory with more than 20 years advising endowments, foundations, healthcare organizations and retirement plan sponsors.Vistamark Senior Professionals
David BeazleyAdvisory Partner, Venture & Private MarketsAdvisory Partner leading Vistamark’s venture capital and growth equity initiatives; Managing Partner at Alumni Ventures.
Susan TownManager of AdministrationManager of Administration overseeing account administration, custodial coordination and client onboarding.
Laura CarterSenior Service AssociateSenior Service Associate supporting clients and advisors across account maintenance, paperwork coordination and transaction support.
Deborah Kay, CPAManager of FinanceManager of Finance advising the partners on financial operations; CPA with more than 30 years in business, tax and financial consulting.How our team works
Vistamark Investments is 100% employee- and partner-owned, independent and an SEC-registered investment adviser (CRD #335309). We act as a fiduciary to every client, with completely transparent fees, and every relationship starts with a partner-level conversation.
Each practice is led by a partner:
- Foundations, endowments and retirement plans. Ryan Walter, Director of Institutional Advisory, has more than 20 years advising endowments, foundations, healthcare organizations and plan sponsors. See Foundations & Endowments and Retirement Plans.
- Financial institutions and family offices. Matthew Rice, CFA, CAIA, our Chief Investment Officer, leads the Integrated Chief Investment Officer™ (iCIO™) service for RIAs, multi-family offices and trust departments.
- Private wealth. Sean McEvilly, CFA and William Seyfarth lead the VistaWealth Office™, investment management and integrated wealth planning for families, business owners, executives and family offices. Sean also leads our Arizona office.
- Private markets. Sean McEvilly leads private markets research, due diligence and portfolio design, and David Beazley leads our venture capital and growth equity initiatives.
Behind them, Susan Town oversees account administration, custodial coordination and client onboarding; Laura Carter supports clients and advisors with account maintenance, paperwork and transactions; and Deborah Kay, CPA advises the partners on financial operations.
The team works from offices in Hinsdale, Chicago and Phoenix. Matthew Rice is the author of Think Like a Family Office (2026), with contributions from Sean McEvilly and William Seyfarth, and Nonprofit Asset Management (2012). Each adviser’s registration and history are public on the SEC’s Investment Adviser Public Disclosure site.
Work with us
Every relationship starts with a partner-level conversation.