QuantyPhi Team

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.

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.

Kyle joined QuantyPhi in July 2025 as Director ALM & Investments. In this role, Kyle supports credit unions with asset liability management, investment portfolio construction, and liquidity planning—continuing QuantyPhi’s mission of delivering tailored solutions that support sound financial management.

Kyle is a graduate of the University of Wisconsin–Whitewater and has cultivated a diverse career across several key financial institutions. He spent a decade at Bankers' Bank, where he supported financial institutions nationwide from the trading desk, specializing in fixed income investments. He then worked with the State of Wisconsin’s Department of Administration, contributing to the issuance of state bonds. Most recently, Kyle served as Vice President at First Citizens State Bank, where he oversaw the bank’s bond portfolio, asset liability management strategy, and liquidity position.

Outside of work, Kyle enjoys spending time with his family, especially at lake houses where they enjoy boating and fishing. During the winter months, he is an avid ice fisherman.

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 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.