QuantyPhi president, Kevin Chiappetta, shares investment and finance knowledge with University IMCP students

MILWAUKEE, WI (September 23, 2021) — Kevin Chiappetta, CFA, President of QuantyPhi, was one of two experts invited to speak about interest rate risk management for financial institutions at the University of Wisconsin-Milwaukee’s Lubar School of Business on Tuesday, September 21. The two-person panel gave Investment Management Certificate Program (IMCP) students an opportunity to engage with, and ask questions of, experienced finance professionals.

“Talking with students about finance is one of my favorite things to do,” said Chiappetta. “I’m grateful for the invitation to participate as a panel member and I compliment UW-Milwaukee’s IMCP director, Dr. G. Kevin Spellman, CFA, on bringing in people from outside the university to answer students’ questions and discuss some of the intricacies of risk management. The students in the group were exceptionally smart thinkers and their passion to learn was highly apparent.”

The Lubar School of Business IMCP is a rigorous, 21-month training program in investment finance and is part of the prestigious Chartered Financial Analyst (CFA) Institute University Affiliation Program.

A select group of students is chosen annually. Candidates must possess outstanding work ethics and attitudes and display a passion for investment and finance.

“Investment management is a rapidly growing and very competitive field,” said Chiappetta. “UW-Milwaukee’s IMCP is one of the best at training for real-world finance.”

Kevin Chiappetta, CFA, President, QuantyPhi Balance Sheet Optimization Services for Credit Unions, was one of two financial experts answering IMCP students’ questions at UW-Milwaukee’s Lubar School of Business.

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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