About QuantyPhi
Who We Are
Like most credit union executives these days, you wear a lot of hats. You're busy beyond busy, and your needs are constantly changing - especially as balance sheets become more complicated and portfolios become more sophisticated. To complicate things further, you may not have the time, tools, and training needed to keep risk and opportunity balanced for peak performance.
But...what if your credit union had an experienced partner that could:
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The constantly changing interest rate and regulatory environment today is compelling credit unions to actively manage their balance sheets more than ever before. Analyzing the potential impact of interest rate risk is no longer a luxury, but a necessity.
Changes to NCUA's interest rate risk supervision are forthcoming. Prepare for the Net Economic Value (NEV) Supervisory Test which calculates your NEV ratio and sensitivity for base case and +300 basis point stress rate scenarios. The results of the test will be used in part to determine which of the four risk classifications your credit union will be assigned (low, moderate, high and extreme). Are you prepared?
The NCUA has begun to standardize the treatment of non-maturity shares which represent a significant percentage of funding for credit unions. We can help you understand the standardization and how it affects the value you assign to non-maturity shares.
 | Features & Benefits
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QuantyPhi is built on the notion that highly motivated staff provide better outcomes for their clients. The research explains how motivation is measured, and just how clients of QuantyPhi can expect to benefit from working with QuantyPhi. Making sure employees and clients are perfectly aligned in their motivation will produce better results and higher satisfaction for clients of QuantyPhi.
Our Team
Adam Stone
Adam Stone joined Corporate Central and QuantyPhi as Vice President ALM & Investments in May 2020 and was promoted to Executive Vice President Investment Services of QuantyPhi in January 2023. In March of 2024, he accepted the role of President of QuantyPhi. He has been primarily responsible for managing ALM and consulting programs for member credit unions. Additionally, he has overseen the sales of investment products to member credit unions as well as the design and execution of QuantyPhi’s business plan and growth initiatives.
Adam has over 17 years of experience in the financial services industry. He spent eight years as an Investment Analyst and Senior Investment Analyst for Corporate Central. Then he moved to New York City where he spent six years as a Senior Consultant and Manager for a large audit and advisory firm specializing in treasury, ALM and liquidity risk management for large, global financial institutions. Adam earned his bachelor’s degree in Economics from UW-Madison.
Danny McIntyre
Danny joined Corporate Central and QuantyPhi in March 2017 as Vice President of Investment Services. In this role, he advises credit unions on managing their financial portfolios, focusing on risk mitigation, maximizing returns, and ensuring compliance with policies and regulations. He also develops new investment and consulting business while attracting additional deposits, building strong relationships with key credit union decision-makers.
Danny began his career trading fixed income for regional banks in New Orleans, LA, before managing a taxable trading desk in Dallas, TX. In 2003, he transitioned to the credit union industry, helping establish a broker-dealer program and quickly becoming a passionate advocate for the credit union movement. For more than 20 years, he has been dedicated to supporting credit unions by aligning investment portfolios with their lending operations.
Education and training for credit union professionals are a primary focus for Danny, as he believes efficiency in these areas allows credit unions to better serve their members. Danny studied business at Loyola University, Delgado College, and Tulane University in New Orleans, LA. He holds Series 7 and 63 licenses. When asked about his greatest accomplishment, Danny highlights convincing his wife, Diana, to marry him, raising their son, Chase, and watching the Saints win the Super Bowl in 2009.
Grant Peyron
Grant joined Corporate Central in September 2021 as a Financial Strategist. His primary role is to proactively advise credit unions on methods to productively manage their financial services and product portfolios. He also develops new business, builds rapport, and provides fiduciary expertise to credit union decision makers.
Grant has 32 years of experience in the futures/commodity industry. He began his career with Kemper Clearing in 1989 facilitating interest rate futures order execution at the CME. He then spent 28 years with Rosenthal Collins Group as their CME Trading Operations Manager. Most recently, he ran the 24-hour Electronic Execution Service desk with Marex Spectron. Grant studied Economics at UW-Parkside and went on to earn his Series 3 Futures License.
In his free time, Grant enjoys spending time with family and friends, boating in Door County, and traveling to his daughter’s track meetings. He also enjoys listening to podcasts of his favorite financial gurus.
Lynda Vice
Lynda joined Corporate Central as an ALM & Investment Analyst in May 2021. Her primary role is to perform analysis for current and potential members of the organization. Lynda helps manage investment accounting programs and provides support and consulting to member credit unions on their ALM programs. Additionally, she provides economic, market, and sector analysis; supports sales of investment and loan products; aids member security safekeeping; and assists with monthly reporting for the Board and Asset Liability Committee (ALCO).
Lynda spent the last ten years of her career working as a Controller at a community bank in Alaska. She attended both the University of Alaska and University of Phoenix, graduating with a bachelors degree in Accounting.
In her free time, Lynda likes to hike, bake, craft, and spend time with her Labrador. She also enjoys spending quality time with her husband, doing yard work, and exploring the lakes and trails Wisconsin has to offer.
Wade Cooper
Wade joined Corporate Central as a Financial Strategist in April 2019. His primary role is to help credit unions optimize and build a balance sheet that maximizes performance and allows them to better serve their members. Wade helps members learn about what their balance sheet needs from an ALM, risk, liquidity, and investment perspective. Once we determine those needs, he can assist credit unions with using the tools that they need to build an optimal balance sheet.
From 2015 to 2019, Wade served as the Supervisor of the Credit Union Section for the state of Illinois. At the time of his departure, there were 191 state-chartered credit unions with approximately $39 billion assets. He led an exam team of 14 examiners and three office staff. As a regulator, Wade made decisions regarding field of membership expansions, mergers, lending limit increases, disciplinary matters, legislation, and rule-making. He led the team to obtain accreditation from NASCUS for the first time. Additionally, Wade spearheaded a pilot program for an indirect investment pool which eventually became a permissible investment.
Wade brings varied experience in government and finance. From 2001 to 2007, Wade worked for the Illinois State Treasurer, Judy Baar Topinka, in the Illinois Funds which is an investment pool for public entities. In 2008, he joined the $70 million Prairie Trail Credit Union (PTCU) in Joliet, IL. PTCU would merge with the $210 million, privately insured, Argonne Credit Union, which would eventually be known as Abri Credit Union in Romeoville, IL. Following Abri, and before becoming a regulator, Wade obtained his Series 7 and Series 66 and became a financial advisor for two and half years.
Wade has a bachelor's degree from Iowa State University in Ames, IA, and a master's degree from Governors State University in University Park, IL.
*Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. QuantyPhi, LLC. is independent of CFGS.
**Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. QuantyPhi, LLC. is independent of CFGS. Registered in Illinois, Indiana, Iowa, Michigan, Minnesota, and Wisconsin.
***For a copy of CFGS’s Form CRS please visit: ConcourseFinancial.com.
Our Name
Formed in 2017, our balance sheet optimization CUSO needed a name. Like most new entities, the name was to capture the essence of who we are and what we do for credit unions.
We want to emphasize how we work with our credit unions and who we are as people. We also want to communicate what we can do for credit unions to help them perform better financially.
To understand and manage any process, it must be properly measured. Financial performance is no exception. As financial institutions, we must understand the quantity of risk taken and measure that risk. We must also understand the expected return from taking that risk; thus, we quantify that risk.
So, who are we? We want to emphasize how we work, what we are here to do for credit unions and how we align our goals with the goals of our credit union clients. Our purpose, habits and incentives are clearly explained in this research piece on Phi.
Displaying what we do and who we are, we arrive at QuantyPhi. We are proud of who we work for and who we are. The name QuantyPhi tells the world just that.
Careers
Our employees are very important in helping us achieve our goals. In turn, we provide employees with a structured, yet comfortable environment where they can work to achieve personal and professional growth. We are committed to employee development and engagement and offer flexible work arrangements so you can enjoy a healthy work-life balance.