QuantyPhi President, Kevin Chiappetta, shares investment & finance knowledge with university IMCP students

MUSKEGO, WI (February 13, 2019) — Kevin Chiappetta, President, QuantyPhi Balance Sheet Optimization Services, was one of three experts invited to speak about financial risk management at the University of Wisconsin-Milwaukee’s Lubar School of Business on Friday, February 8. The three-person panel gave Investment Management Certificate Program (IMCP) students an opportunity to engage with, and ask questions of, experienced finance professionals.

“Teaching students about the world of 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 trends in financial 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 three 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

More News