Bill Stephenson

Bill Stephenson Email and Phone Number

CEO @ Plia
Boca Raton, FL, US
Bill Stephenson's Location
Boca Raton, Florida, United States, United States
About Bill Stephenson

I am the Chairman and CEO of Plia, the leader in the KYB (Know Your Broker) category of compliance and due diligence software. With over 30 years of experience in the investment management industry, I deeply understand the challenges and opportunities that asset managers face in a rapidly changing and competitive environment. As the founder and former managing partner of AIR Summit Holdings, I created an exclusive global community and conference series that showcased innovative fintech companies and speakers that are transforming the active investment landscape. We aimed to help investment professionals leverage technology, alternative data, and analytics to enhance their performance and efficiency. While at Franklin Templeton Investments, I oversaw 50+ traders across 13 trading desks globally, covering equities, foreign exchange, and derivatives. I also led several global teams focused on quantitative research, market data solutions, and trade analytics. Additionally, I am a business operations/strategy consultant, an entrepreneur mentor, and an investor in small to medium-sized businesses. I have extensive knowledge of global market structure, regulations, execution strategies, risk management, and alternative trading systems. I am passionate about fostering a culture of innovation, collaboration, and excellence in the fintech community.

Bill Stephenson's Current Company Details
Plia

Plia

View
CEO
Boca Raton, FL, US
Website:
plia.com
Bill Stephenson Work Experience Details
  • Plia
    Ceo
    Plia
    Boca Raton, Fl, Us
  • Plia
    Chairman/Ceo
    Plia Oct 2019 - Present
    The Plia Platform was launched in 2012 to manage the due diligence process and streamline the transfer of information between asset managers and their counterparties for risk management and ‘best execution’ purposes. Plia is the leader in the KYB (Know Your Broker) compliance and due diligence software category.
  • Air Summit Holdings, Llc
    Founder/Managing Partner
    Air Summit Holdings, Llc Sep 2013 - Apr 2023
    Boca Raton, Fl, Us
    ACQUIRED by S3 Partners (2022). The AIR Summit was founded to help investment professionals learn, collaborate, and position themselves in a world where technology, alternative data, and analytics are becoming more essential to a successful active investment strategy. This exclusive conference is a collection of innovative fintech companies and speakers helping investment managers add 'alpha' to their investment process. As of 2024, 44 presenting companies have raised over $4.1 billion in new or follow-on capital, and 29 have been acquired for over $6.3 billion.
  • Franklin Templeton Investments
    Global Head Of Trading
    Franklin Templeton Investments Sep 1997 - Sep 2017
    San Mateo, California, Us
    The role of Global Head of Trading included oversight of 50+ traders across 13 trading desks and 5 continents covering equities, foreign exchange, and derivatives. This also included leadership of the investment quantitative research team, the market data solutions team, and a trade analytics team that supported the trading, portfolio management, and operations staff.
  • Donaldson, Lufkin & Jenrette
    Equity Trader
    Donaldson, Lufkin & Jenrette Apr 1997 - Sep 1997
    New York, Us
  • Merrill Lynch
    Equity Trader
    Merrill Lynch Jan 1994 - Apr 1997
    New York, Ny, Us
  • Bloomberg
    Municipal Bond Analyst
    Bloomberg 1992 - 1993
    New York, Ny, Us

Bill Stephenson Skills

Equities Trading Electronic Trading Capital Markets Equity Trading Financial Markets Trading Systems Bloomberg Securities Bonds Investments Strategy Financial Modeling Series 7 Market Structure Mutual Funds Financial Services Series 63 Equity Research Etfs Trading System Series 24 Execution Management Systems Prime Brokerage Professional Mentoring

Bill Stephenson Education Details

  • Harvard Business School
    Harvard Business School
    General Management Program (Gmp9)
  • The College Of New Jersey
    The College Of New Jersey
    Finance/Psychology

Frequently Asked Questions about Bill Stephenson

What company does Bill Stephenson work for?

Bill Stephenson works for Plia

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Bill Stephenson's current role is CEO.

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What schools did Bill Stephenson attend?

Bill Stephenson attended Harvard Business School, The College Of New Jersey.

What are some of Bill Stephenson's interests?

Bill Stephenson has interest in Mobile, Clean Technology, Health Care, Consumer Internet, Enterprise Software.

What skills is Bill Stephenson known for?

Bill Stephenson has skills like Equities, Trading, Electronic Trading, Capital Markets, Equity Trading, Financial Markets, Trading Systems, Bloomberg, Securities, Bonds, Investments, Strategy.

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