Matthew Rice, CFA, CAIA

Matthew (Matt) Rice, CFA, CAIA, is Managing Partner, Founder and Chief Investment Officer of Vistamark Investments, and serves as the firm’s Chief Compliance Officer. A distinguished leader in the investment industry, he brings nearly three decades of experience guiding private clients, family offices and institutional investors, and is recognized for strategic vision, innovative portfolio construction and dedication to client success.

Matt served as Chief Investment Officer of First Business Bank from 2023 to 2026, and since October 2025 has served as Integrated Chief Investment Officer™ for Goldstone Financial Group, as well as for several family offices and investment advisory firms. Financial institutions with billions in client assets have retained Vistamark as their Integrated CIO™.

Previously, he was Managing Partner and Chief Investment Officer at Fiducient Advisors for two decades, where he helped grow the firm from a startup into a national institutional consultancy and oversaw investment strategy for more than $260 billion in client assets for endowments, foundations, family offices and retirement plans. During his tenure, Fiducient was recognized as the #1 institutional investment consulting team in the nation by Barron’s in 2020. Matthew embarked on a new chapter after the firm came under new control, seeking to continue providing highly personalized service and independent advice.

Matt is the author of Think Like a Family Office: Managing Wealth, Purpose and Legacy Across Generations (2026, with contributions from Sean McEvilly, CFA and William Seyfarth) and of an earlier book for institutional investors, Nonprofit Asset Management: Effective Investment Strategies and Oversight (Wiley, 2012). He writes Vistamark’s weekly Market Compass and leads the firm’s proprietary VistaBuilder™ and VistaBalancer™ portfolio systems.

Each year Matt presents the capital market assumptions behind every Vistamark portfolio: the expected return, risk and correlation of each asset class, and how they shape allocations for families and institutions. He has discussed institutional investing and the founding of Vistamark on the Fifty Faces and Founder Talk podcasts, and Pensions & Investments covered the firm’s launch in December 2025.

His research for Vistamark includes What Is an Integrated CIO (iCIO)?, Unlocking the Private Market: A Deep Dive into Private Equity and Venture Capital and a series of faith-based investing guides for endowments and foundations.

Matt earned a Bachelor of Science in Finance and Economics from Northwestern University in 1997. He has held the Chartered Alternative Investment Analyst (CAIA) designation since 2008 and is a CFA charterholder.

Connect with Matt on LinkedIn.