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Kevin Chiappetta Elected President of CFA Society Milwaukee Board

MILWAUKEE, WI – July 6, 2021 – Kevin Chiappetta, CFA, President of QuantyPhi, was recently appointed President of the CFA Society Milwaukee board. His new position on the board was effective July 1, 2021.

Kevin Chiappetta

Kevin Chiappetta, CFA, President, QuantyPhi, LLC.

The CFA Society Milwaukee is a local society affiliate of CFA Institute, the premier organization serving investment management professionals globally, and headquartered in Charlottesville, VA. Since its founding, the CFA Society Milwaukee has served the needs of investment professionals by providing high-quality educational programs and a regional forum for its membership. It is dedicated to promoting the highest standards of professional ethics, conduct, and competence amongst its membership and the investment community it serves.

“It is humbling to take on the role of President when I see the names of all those who have served before me, especially so many people who have built the foundation of our society,” Chiappetta said. “As we emerge out of the pandemic, CFA Society Milwaukee will be focused on providing more member value and providing support for CFA candidates. We look forward to seeing all our members and future members in person and engaged in our society.”

The CFA Society Milwaukee membership consists of over 600 professionals who are employed with area banks, insurance companies, investment counselors, brokers, public agencies, universities, and corporations. The CFA Society Milwaukee plays a vital role within the investment community as it promotes:

  • ethical and professional standards within the investment industry;
  • professional development through the CFA Program and continuing education;
  • the exchange of information and opinions among people within the local investment community and beyond; and
  • the public's understanding of the CFA designation and investment industry.

As a CFA Institute member society, CFA Society Milwaukee connects members to a global network of investment professionals with a common mission.

About QuantyPhi, LLC
QuantyPhi, LLC is a wholly owned credit union service organization. The CUSO specializes in credit union balance sheet optimization. QuantyPhi’s mission is to build better credit unions by building balance sheets with muscle, flexibility, and resilience. Please visit QuantyPhi.com to learn more and follow us on LinkedIn.

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