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News & Announcements

QuantyPhi Promotes Adam Stone to Executive Vice President

MILWAUKEE, 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.

QuantyPhi Introduces Enhanced Mortgage Servicing Rights Valuation for Credit Unions

MILWAUKEE, WI – December 8, 2022 – QuantyPhi recently announced an enhanced Mortgage Servicing Rights (MSR) valuation model offering. QuantyPhi built the sophisticated model to calculate the value of a credit union’s mortgage loan servicing income on loans that have been sold, but for which the servicing rights are retained as an income stream.

Kevin Chiappetta Presents Liquidity and Interest Rate Risks to Examiners at Michigan Examiner School

MILWAUKEE, WI – November 1, 2022 – Kevin Chiappetta, CFA, President of QuantyPhi, recently presented on liquidity and interest rate risks at the 2022 Michigan Examiner School, hosted by NASCUS in Traverse City, Michigan.

Kevin Chiappetta Presents Two Sessions at 2022 CUNA Investment Certification School

MILWAUKEE, WI – August 16, 2022 – Kevin Chiappetta, CFA, President of QuantyPhi, recently presented two different sessions at the 2022 CUNA Investment Certification School: Fundamentals in Chicago, IL.

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Upcoming Events

Investments 101: Mortgage-Backed Securities Market

4/20/2023 - 2:00 PM Central Time (CST) | Webinar

Building and Managing a Successful Investment Portfolio

5/17/2023 - 2:00 PM Central Time (CST) | Webinar

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