Meet The Team

Plia Leadership Team

Chairman

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Bill Stephenson

Chairman

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

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Anita Karppi

Chief Revenue Officer & Head of ESG

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

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Jeff Estella

Advisor

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 Executive Officer 

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Dave Lauer

CEO/CTO

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

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Amy Scott

Head of Client Support & Business Development

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

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Pete Herzog

Advisor

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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