MILWAUKEE, WI – March 1, 2024 – Corporate Central is proud to announce Kevin P. Chiappetta, CFA, has accepted a position as SVP/Chief Education & Research Officer. This strategic move allows the corporate credit union to dedicate an expert executive to educate, train, and give back to the movement by teaching and instructing on everything related to balance sheet management and risk mitigation.
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Chiappetta’s initial career at Corporate Central began in January 1996 as Vice President Investments where he managed the loan, deposit, and investment portfolios. He departed in June 2002, where he spent over 11 years working with credit union investment CUSOs and 2 years with an asset-liability modeling and consulting firm. Working primarily with credit unions throughout his career, Chiappetta brings a rich history of over 30 years of experience providing financial services, with a primary emphasis in fixed income security analysis, portfolio management, and balance sheet risk management.
In August 2016, Corporate Central welcomed Chiappetta back as the Senior Vice President Investment Services to assist members in understanding the complete risk profile of their balance sheet risk, re-think traditional security analysis, and build portfolios to compliment the optimal performance of the entire balance sheet. Chiappetta also focused on the continuing education for members and their supervisory committees and boards.
In May 2017, Corporate Central launched its balance sheet optimization CUSO, QuantyPhi, and named Chiappetta as President. Now, as Chiappetta transitions to this new role, he will pass the baton as President of QuantyPhi onto Adam Stone, who has served as Executive Vice President Investment Services for the CUSO. QuantyPhi’s ALM experts focus on finding opportunity on both sides of the balance sheet by running what-if scenarios that facilitate successful relative-value balance sheet decisions.
"I am excited to take on a role at Corporate Central in the capacity of Chief Education & Research Officer,” Chiappetta said. “This position resonates with my enthusiasm for ongoing learning and the dissemination of knowledge. I am dedicated to utilizing my expertise to construct a comprehensive educational structure and play a role in enhancing asset liability management practices. Collaboratively, we will equip our team and stakeholders with the essential skills and insights required for success in the continually changing financial environment."
"Kevin brings a wealth of experience and knowledge to Corporate Central,” said Chris Felton, President/CEO. “As he steps into this new role, we anticipate a transformative era under his guidance. He is well positioned to craft a comprehensive library of training materials and course curriculum that will not only benefit our employees but will also extend to our members, regulators, and partners across the credit union industry. He will spearhead extensive research initiatives, pushing the boundaries to advance and enhance asset liability management knowledge and execution. The creation, implementation, and oversight of educational curriculum will harness our institutional expertise in investment securities, portfolio management, risk, and balance sheet modeling. With a dedication to innovation, Kevin will curate a diverse menu of educational classes and presentations for industry entities, ensuring that our educational offerings remain dynamic and relevant. As we embark on this exciting chapter, I have full confidence that Kevin will not only meet but exceed expectations, propelling Corporate Central to new heights through a commitment to education, research, and unparalleled leadership."
Chiappetta’s education includes a bachelor's degree in Accounting from St. Norbert College in De Pere, WI. He is a Chartered Financial Analyst (CFA) charterholder and an active member and volunteer for the CFA Institute in Charlottesville, VA. He was elected to the CFA Society Milwaukee Board in July 2019 and elected as President in 2021. He has been an active member of the society for over 25 years. In December 2023, Chiappetta successfully completed the Executive Master of Business Administration (EMBA) program at Marquette University in Milwaukee, WI. In January 2024, he embarked on a role as a Lecturer in Finance, commonly referred to as an Adjunct Professor, at UW-Milwaukee.