Carolina Security Traders Association

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.

CSTA Est. 1975

2026 Carolina Security Traders Association
Annual Conference

Nov 10-13, 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.

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