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Hello, I'm Matthew Rice, CFA, CAIA.

I am the Founder and Chief Investment Officer of Vistamark Investments LLC (vistamarkllc.com)​,​ an RIA investment advisory firm launched in June 2025 with $3.5 billion in assets under advisement. Following the conclusion of my two-year non-compete after the sale of my Fiducient Advisors business interests to NFP and Madison Dearborn Advisors​,​ I am transitioning to serve as the (outsourced) Chief Investment Officer for First Business Bank. Previously​,​ I spent over 20 years as Chief Investment Officer at Fiducient Advisors​,​ playing a key role in growing the firm from a startup to a $260 billion industry leader. My expertise spans investment research​,​ asset allocation​,​ portfolio modeling​,​ capital markets assumptions​,​ hedge funds​,​ private equity​,​ real estate​,​ and other real assets. Over the past two decades​,​ I built and led a 25-person investment and manager research team​,​ including the development of dedicated hedge fund and private equity groups from the ground up. I have extensive experience advising ultra-high-net-worth individuals​,​ family offices​,​ endowments​,​ foundations​,​ and investment committees. Through Vistamark​,​ I am continuing my commitment to serving ultra-high-net-worth​,​ family office​,​ and institutional clients. Additionally​,​ I bring deep knowledge of defined contribution and defined benefit plan investment management and consulting.

Details

  • LocationUnited States
  • Years of Relevant Experience20+ years
  • Seniority LevelC-Suite
  • Consulting Rate (Hourly)5000
  • Highest Level of EducationDegree

Current / Most Recent Job Title

Chief Investment Officer

Current / Most Recent Employment

Vistamark Investments LLC (CEO, CIO, Founder) First Business Bank, CIO

Industry

  • Financial Services

Specific Jurisdictions That I'm Qualified In or Can Cover

  • Global
  • United States

Language(s)

  • English
  • French

Professional Membership / Certification

CFA, CAIA

Skills

Highly experienced investment advisor for ultra wealthy and institutional investors.

Areas of Professional Interest

Asset allocation, manager selection, private equity sourcing​/​diligence, real estate, hedge funds, traditional assets.

Other Past Relevant / Notable Employer(s)

Fiducient Advisors CIO (20+ years)