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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.

NASCUS Invites Kevin Chiappetta to Present Emerging Risks to Examiners

MILWAUKEE, WI – July 28, 2022 – Kevin Chiappetta, CFA, President of QuantyPhi, recently presented emerging risks during the Texas Examiner School, hosted by NASCUS in Austin, Texas.

QuantyPhi Brings Back Annual Two-Day ALM Workshop

MILWAUKEE, WI – May 31, 2022 – After a two-year hiatus, QuantyPhi was thrilled to bring back their annual ALM Workshop last week and work with members face-to-face again. Credit union professionals gathered to gain new insights into asset liability management (ALM) best practices, loan portfolio analytics, and portfolio management at QuantyPhi’s ALM Workshop. The two-day educational event, held at Corporate Central Credit Union, also offered insights into benchmark setting, balance sheet analytics, and overall strategic planning.

Kevin Chiappetta Represents QuantyPhi at Credit Union Events in Ohio and California

MILWAUKEE, WI – April 20, 2022 – On Monday, April 4, Kevin Chiappetta, CFA, President of QuantyPhi, presented Board and ALCO Training at the Ohio Credit Union Day in Columbus, OH. The following week, on Thursday, April 14, he presented Loan Participation/Eligible Obligations/Investments at the 2022 National Regulator Meeting in San Diego, CA.