Kevin Chiappetta, CFA Sr. Portfolio Manager Balance Sheet Solutions, LLC

"One of the deciding factors in my joining the Balance Sheet Solutions' team (formerly Mid-States Investment Solutions) was the platform of a higher level of sophistication being offered to credit unions. Balance Sheet Solutions has an in-depth approach for working with credit unions in finding solutions for funds management, balance sheet risk and interest rate risk. It's been great to work with credit unions and offer alternatives that no one else is showing, from share sensitivity analysis to total return methodology to investment strategies."

Kevin is responsible for managing several investment portfolios. In addition, he drives Balance Sheet Solutions' Share Sensitivity Analysis product, which evaluates the rate sensitivity of credit unions' share deposit balances. Kevin also assists credit unions in designing and implementing successful balance sheet strategies.

Prior to this, Kevin was an asset-backed securities trader with Robert W. Baird & Co. and Vice President, Investments at Wisconsin Corporate Central Credit Union. Kevin holds his Bachelor's Degree in Business Administration/Accounting from St. Norbert College.

He holds a Chartered Financial Analyst (CFA) designation, is a CFA Charter Holder, and is a member of The CFA Society of Milwaukee, and the CFA Institute. Kevin was also a grader for the CFA exam. In addition, he holds his Series 7 and 66.