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)