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News & Announcements

Kevin Chiappetta Elected PCR from the Midwestern US Subregion for the CFA Institute

MILWAUKEE, WI – June 2, 2023 – QuantyPhi is delighted to announce the election of Kevin Chiappetta, CFA, President of QuantyPhi, as the Presidents Council Representative (PCR) from the Midwestern US Subregion for the esteemed CFA Institute.

Kevin Chiappetta Presents Hedging Career Risk

MILWAUKEE, WI – March 29, 2023 – Kevin Chiappetta, CFA, President of QuantyPhi, recently presented a session about Hedging Career Risk at the 2023 CUNA Investment Certification eSchool: Fundamentals.

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.

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Investments 101: Understanding Laddered Portfolios

6/15/2023 - 2:00 PM Central Time (CST) | Webibnar

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