Vistamark Investments

William Seyfarth is a financial advisor at Vistamark Investments with six years of industry experience. He holds a Series 66 designation and has worked at firms including Bernstein Private Wealth Management, Keebeck Wealth Management, Goldman Sachs & Co., and Dimensional Fund Advisors. He is also involved with Vistamark Consulting LLC, a consulting business based in Hinsdale, Illinois. Vistamark Investments provides discretionary investment management and advisory services to high-net-worth individuals, families, trusts, estates, businesses, nonprofit organizations, and qualified retirement plans. The firm employs a strategic asset allocation framework that emphasizes diversification across public and alternative asset classes while considering client-specific factors such as tax and liquidity.

Sean Mc Evilly is a CFA® charterholder with eight years of industry experience, currently serving as an advisor at Vistamark Investments. His prior roles include positions at Morgan Stanley, Crescent Capital, Wells Fargo, and PNC Bank. He is also a Professor of Finance at Grand Canyon University and serves as Treasurer for the Northwestern University Kellogg Alumni Association of Phoenix. Vistamark Investments is a team of four advisors providing discretionary investment management and advisory services to high-net-worth individuals, families, trusts, estates, businesses, nonprofits, and qualified retirement plans. The firm employs a strategic asset allocation framework with a proprietary methodology that emphasizes diversification across public and alternative assets while considering tax, liquidity, and client-specific factors.