Meet The Team

Plia Leadership Team


Chief Executive Officer

Bill Stephenson

Bill has over 25 years of experience in trading, capital markets, and fintech roles. He was previously the Global Head of Trading at Franklin Templeton and Founder of the AIR Summit events.

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Chief Revenue Officer, Head of ESG and Strategic Advisor

Anita Karppi

Anita has 22 years of experience in the global capital markets.  She is the founder of the Buy-side Trading Community and K&K Consulting.  She is a member of the Executive Team at the Plato Partnership.

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Strategic Advisor

Jeff Estella

Jeff has over 20 years experience at MFS in trading, compliance, investment operations and risk management.  He is a board member of CalcGuard Technologies and Principal at Estella LLC.

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Chief Technology Officer

Dave Lauer

Dave has over 15 years of experience in market structure, high-frequency trading, and technology development. He is the Co-Founder of Healthy Markets and CEO of Urvin AI.

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Head of Client Service / Product Manager

Amy Scott

Amy has over 20 years of experience in the fintech community.  She is a director at Fuzzy Digital and the Co-Founder of FIX CITY.


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Senior Security Advisor

Pete Herzog

Pete has over 20 years of experience in the info security industry and is an expert in security tactics.  He is the Co-Founder of Urvin AI and a consultant to large multi-nationals, governments and militaries.

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