In 1975 the North Carolina Security Traders Association was incorporated as a non-profit representing the investment community within the state. In 2005 our organization expanded to include our fellow investment professionals in the state of South Carolina and we changed the name of our Association to the Carolina Security Traders Association — CSTA. Today our organization represents over 20 firms throughout the Carolinas and is an affiliate of the Security Traders Association (STA), our national organization.
Carolina Security Traders Association
9 am – From Creation to Execution: ETF Market Structure, Liquidity, and Best Execution
Moderator:
Sara Levin Managing Director, ETF and Derivative Trading WallachBeth Capital
Naomi DePina ETF Sales GTS
Joyce A. Rosely Sr. Relationship Manager/Sales RFQ Hub
Serena A. Tchorbajian Vice President, ETF and Portfolio Sales Trading Goldman Sachs
Troy Draizen Global Head of Electronic Trading Jones
10 am – Markets Never Sleep: The Future of 24/5 Trading
Moderator:
Stephen Kay Head of Broker Dealer Sales Virtu
Stefanos Bazinas Head of Product Strategy NYSE
Jeff Mendl Director MCAP
Jason Wallach CEO Bruce Markets
Tom Fasano SVP, Head of OTC Link Sales
11:00 am – Market Structure in Motion: From Tick Sizes to Tokenization
Moderator:
Gregg E. Berman, Ph.D., Managing Director, Market Analytics and Regulatory Structure, Citadel Securities
Byron Mitson-Managing Director of Equity Trading, Raymond James Financial
Ron Hooey- Head of Client Execution Quality and Order Routing, BNY
Kevin Skarbek -Managing Director of Order Routing, Market Structure, and Relationship Management , Schwab
2026 Carolina Security Traders Association
Annual Conference
Nov 11-13, 2026
This year’s conference will be held in downtown Charleston at Hotel Bennett!
Our Officers
President
David Pilla
Managing Director
Private Client Wholesale Execution Services
Oppenheimer & Co., Inc.
Mount Pleasant, SC 29466
843-388-9352
1st Vice President
Sarah Phillips
VP Marketing & Sales Operations
S3
Charleston, SC 29403
843-200-3751
2nd Vice President
Michael Sapanski
Executive Director of Outsourced Trading
Velocity Clearing LLC
Wake Forest, NC 27587
Treasurer
Steve Rivard
Equity Trader
LPL Financial
Fort Mill, SC 29715
800-877-7210
Secretary
Chris Campbell
Sterling Capital
Board Members
Gina King
LPL Financial
Mike Birch
Ameriprise Financial
Brian Baker
Sterling Capital Management
Jeff LeVeen
Jones Trading
Sara Levin
WallachBeth Capital
Our Mission
Our mission is to educate and inform our members on the latest industry trends and issues, while providing a forum for networking and professional growth.
Our Philanthropy
The LeVeen-Roach Scholarship Fund was founded in memory of two members, Jeffrey Earle LeVeen and Stephen Louis Roach of Secession Golf Club, who lost their lives in the terrorist attacks on September 11, 2001.
