QuantyPhi promotes Adam Stone to Executive Vice President
MUSKEGO, WI (January 23, 2023) — QuantyPhi is proud to announce that Adam Stone has been promoted to Executive Vice President. In addition to his current responsibilities, he will now have oversight over all investment and consulting processes.
Stone rejoined Corporate Central and QuantyPhi as Vice President ALM & Investments in May 2020. Since then, his primary responsibilities have included managing the consulting and ALM programs for member credit unions. With this promotion, he will now additionally oversee the sales of investment products to member credit unions as well as the execution of QuantyPhi’s business plan and growth initiatives.
“Adam came to QuantyPhi with an incredible background developed by working with some of the largest financial institutions in the world, but with a sense of how credit unions are different,” said Kevin Chiappetta, CFA, President of QuantyPhi. “He has taken on every challenge and created so much to help credit unions manage through difficult times, and even thrive. Taking on more responsibility is one of the least surprising events of Adam’s time here. I fully anticipate even more great outcomes for credit unions and for us.”
“I look forward to continuing QuantyPhi’s mission to help credit unions manage their balance sheets,” Stone said. “Recent turbulence in financial markets and rapid changes to interest rates have proven the importance of understanding the inherent risks present on your investments, loans, deposits, and other asset or liability accounts. We will continue to help credit unions find the right products to fit their unique needs and develop the tools necessary to measure, monitor, and optimize their balance sheets for continued success.”
Stone has over 17 years of experience in the financial services industry. He spent eight years as an Investment Analyst and Senior Investment Analyst for Corporate Central. Then he moved to New York City where he spent six years as a consultant and manager for a large audit and advisory firm specializing in treasury and liquidity risk management for large, global financial institutions. Stone earned his bachelor’s degree in Economics from UW-Madison.
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 QuantyPhi.com to learn more and follow us on LinkedIn.