Kevin P. Chiappetta
Kevin's initial career at Corporate Central began in January 1996 as Vice President Investments where he managed the loan, deposit, and investment portfolios. Kevin 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, Kevin 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 Kevin 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. Kevin also focuses 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 Kevin as President. 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.
In March 2024, Kevin accepted a new role as Senior Vice President / Chief Education & Research Officer. In this role, he serves as a dedicated expert executive that educates, trains, and gives back to the movement by teaching and instructing on everything related to balance sheet management and risk mitigation.
Kevin's education includes a bachelor's degree in Accounting from St. Norbert College in De Pere, WI. Kevin is a Chartered Financial Analyst (CFA) charterholder and an active member and volunteer for the CFA Institute in Charlottesville, VA. Kevin 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, Kevin 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 and in August 2024, he added another role as Adjunct Professor at Marquette University.
Kevin married his college sweetheart in 1987 and assisted in the upbringing of their son and daughter. As of today, Kevin still has the role of cheerleader, proud supporter, and provider of unlimited, unsolicited life advice to his children. In his free time, Kevin is interested in soccer at all levels, watching a variety of sports, reading about interesting topics, spending time with family, and correcting their grammatical errors.