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Sponsors of BSTA

The BSTA is constantly looking for new and innovative ways to provide value for our membership and industry partners.  We are excited to release our new ANNUAL sponsorship package that we believe will provide your organization more exposure and value outside of a one event conference sponsorship. Please consider adding your firm to the list of valued sponsors below.


Free Family Outing – Harvard vs Columbia Football Game – Sat. Nov. 5th!

Posted on - October 6, 2016

Please join the BSTA at Harvard Stadium at 1 pm November 5th for the Harvard vs. Columbia Football game. Bring the whole gang! If you are interested, please email Patrick.M.Fagan@pjc.com  to reserve tickets for you and your family. Details


Harvest Party at Society on High – Thursday, November 3rd

Posted on - October 3, 2016

Please join us for some cocktails and appetizers to celebrate the start of the holiday season. The party kicks off at 5pm at the very popular Society on High, so please get there early. We look forward to seeing you then! $50 prior to the event


About Us


In 1936 a small group of enterprising traders within the Boston securities community banded together to form an organization which is known today as the Boston Securities Traders Association. Their intent was to create a single organization which would provide a forum for regular communication within the trading community to improve the ethics, business standards and working environment for members. On January 29th of that year, at the Boston Stock Exchange, a constitution and by-laws were adopted and the Association’s first officers were elected. Today, the association continues to thrive. With approximately one hundred members at inception, the BSTA membership presently totals nearly seven hundred strong and grows yearly. Currently the BSTA is the largest member affiliates of the Security Traders Association (STA), an international organization representing over 5,000 traders throughout the U.S., Canada and Europe.

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About Us



The mission of the BSTA Education Committee is to provide timely and informative programs for our members. Through individual speakers and panel discussions, we hope to provide valuable content on the issues that continuously shape our industry.


The mission of the BSTA Event Committee is to create opportunities for our members to participate in social networking, educational endeavors, membership awareness and charitable work – all primary pursuits of our organization.


The mission of the BSTA Membership Awareness Committee is to engage membership participation so that the BSTA can continue its profound impact within the trading community. The Membership Committee is also tasked with finding new members within the ever changing trading landscape.


The BSTA Washington Committee seeks to gain insight while engaging in rigorous discussion and substantive debate with our local Congressman. The Washington Committee will seek to articulate the views of the trading community to our legislators through the association's strong representation within the national STA.


The BSTA Sponsorship Committee seeks to develop strong partnerships with the firms within our Boston trading community. The BSTA is able to provide many assets to our membership through the generosity of our sponsors. This committee ensures that our partners are getting the most of for their sponsorship dollars.

Board Members

Your 2016 BSTA Board


Eric Engdahl - President


Dave Hagen - 1st VP


Michelle Murray - 2nd VP


James McGrail - Communications


Erin Sheehan - Membership


Stephanie Minister - Treasurer


Lindsey Zepponi - Secretary


Dan Mahoney - Governor


Patrick Fagan - Governor


Nola Kopfer - Governor


Charlie Whitlock - Governor


Charlie O'Connor - Past President


Tim Casey - National STA Governor


Carol McKean - Sponsorship/Admin

Giving Back


Our association has a long and rich history in supporting those less fortunate in the Boston area. The BSTA takes an active role in supporting multiple charitable orgainizations and seeks out opportunities to give back to the community. In past years we have been financially and physically involved in events supporting Habitat for Humanity, the Shattuck Shelter, New England Center and Home for Veterans, Rosie's Place, Warriors of Wall Street and Haymakers for Hope.

About Us

Join the BSTA


The Boston Securities Traders Association has been representing the local trading community since 1936. At the BSTA, we pride ourselves on being the largest membership in the country which allows us to be well represented in both the National STA and in Washington, DC. Maintaining a strong presence requires the Boston trading community to be actively involved with the association. For that reason, we are eagerly seeking new members and want to highlight just a few of the benefits of BSTA membership in addition to our charitable work:

  • Education: The BSTA holds various events throughout the year that are free to all members. Over the past few years the BSTA has hosted events such as Technical Analysis 101, New Rules and Regulations effecting our Industry, HFT & ETF Panels, Option workshops, and more.
  • Networking: The BSTA hosts several social events each year. All of the events are well attended, provide excellent networking opportunities, and many have become annual traditions that are not to be missed.
We firmly believe that our association enables its members to grow both personally and professionally through a variety of offered activities.

About Us

Membership levels

Please consider the following membership levels when applying to join the BSTA.

Regular Member

$100 annual fee

  • Actively connected with a securities trading department for no less than one year
  • Located in the Boston investment community
  • Employed by a broker, dealer, financial institution, vendor or other trading related business
  • Voting privileges
  • STA national membership
Apply for this level
Associate Member

$75 annual fee

  • Employed by a broker, dealer, financial institute, data vendor, exchange or other trading related business or service
  • Connected to but not primarily involved in the trading of securities
  • Located in the Boston investment community
  • Assist in the trading of securities or the settlement process
  • Employed in field for not less than 6 months
Apply for this level
Honorary Member

No Annual Fee

  • Formerly employed by a broker, dealer, financial institute, data vendor, exchange or other trading related business or service
  • No longer actively employed in the security trading or security trading service industry
  • Former member of the BSTA for a minimum 20 years
Apply for this level
Emerging Leaders

No Annual Fee

  • For those who may be associated with BSTA but do not qualify for Associate, Regular, or Honorary membership.
  • Students, interns or new graduates who are interested in learning more about the securities trading industry.
  • Emerging leaders are given access to educational events free of charge.
Apply for this level