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

CSTA May 8th-10th 2024

Charleston, SC

2024 Carolina Security Traders Association
Annual Conference

May 8-10, 2024

This year’s conference was held in downtown Charleston at the Charleston Place Hotel!

Wednesday, May 8

3–5pm – Registration open in the lobby of the Charleston Place

6–7pm – Rooftop welcome reception at the Riviera Theater

7–9pm – Welcome dinner at the Riviera Theater

Opening Remarks:
David Pilla CSTA 1st VP, Oppenheimer

STA Update : James Hyde, Head of Business Development and Strategic Partnerships, NYSE Markets

CSTA President Message:  Gina King, LPL Financial

Thursday, May 9


9am-noonPanel discussions

9 am – noon – Panel discussions

Economic Update with Kathryn Rooney Vera – Chief Market Strategist, StoneX

Electronic Trading / ATS Panel
Moderated by Troy Draizen – Jones Trading
Scott Graczyk – Head of Business Development, IntelligentCross
Adam Sussman – Head of Research and Strategy, NYSE
Sean Spector – Business Development, One Chronos
Amanda Jiménez – Off Exchange Liquidity Strategy, Hudson River Trading

Head Traders Panel
Moderated by Mike Harrington – Head of Sales and Client Relationships, Citadel Execution Services
Brian Baker – Head of Equity Trading, Sterling Capital Management
Byron Mitson – Managing Director, Equity Trading, Raymond James & Associates Inc.
Michael Costley – VP Equity, Option, & Advisory Trading, Amerirprise Financial

Free afternoon to explore Charleston, dinner on your own

– Afterparty at Cocktail Club

Friday, May 10


Our Officers

Gina King
Equity Trader
LPL Financial
Fort Mill, SC 29715

1st Vice President
David Pilla
Managing Director
Private Client Wholesale Execution Services
Oppenheimer & Co., Inc.
Mount Pleasant, SC 29466

2nd Vice President
Michael Sapanski
Director Prime Brokerage Sales
Wake Forest, NC 27587

Brian Baker
Executive Director & Head of Equity Trading
Sterling Capital Management
Raleigh, NC 27612

Sarah Phillips
VP Marketing & Sales Operations
Charleston, SC 29403

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.