Kevin Chiappetta elected Vice President and President elect of CFA Society Milwaukee Board

MUSKEGO, WI (July 2, 2020) — Kevin Chiappetta, CFA, President of QuantyPhi, was recently appointed Vice President and President-Elect of the CFA Society Milwaukee board. His new position on the board was effective July 1, 2020.

The CFA Society Milwaukee is a local society affiliate of CFA Institute, the premier organization serving investment management professionals globally, and headquartered in Charlottesville, VA. Since its founding, the CFA Society Milwaukee has served the needs of investment professionals by providing high-quality educational programs and a regional forum for its membership. It is dedicated to promoting the highest standards of professional ethics, conduct, and competence amongst its membership and the investment community it serves.

“The last few months have presented our organization with some unique challenges delivering on our mission, and we have been up to the task so far.” Chiappetta said. “I look forward to helping advance the value to our members, candidates, and others who look to build an ethically sound and well thought out investment decision-making process.”

The CFA Society Milwaukee membership consists of approximately 600 professionals who are employed with area banks, insurance companies, investment counselors, brokers, public agencies, universities, and corporations. The CFA Society Milwaukeeplays a vital role within the investment community as it promotes:

  • ethical and professional standards within the investment industry;
  • professional development through the CFA Program and continuing education;
  • the exchange of information and opinions among people within the local investment community and beyond; and
  • the public’s understanding of the CFA designation and investment industry.

As a CFA Institute member society, CFA Society Milwaukeeconnects members to a global network of investment professionals with a common mission.

Kevin Chiappetta

About QuantyPhi, LLC

QuantyPhi, LLC is a wholly owned credit union service organization. The CUSO specializes in credit union balance sheet optimization. QuantyPhi’s mission is to build better credit unions by building balance sheets with muscle, flexibility, and resilience. Please visit to learn more and follow us on LinkedIn.


Adam Stone
Executive Vice President
QuantyPhi, LLC
(414) 433-0176

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