Founder and managing Partner | Katie Stockton, CMT

 

Founder and managing Partner

Katie Stockton, CMT

Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is the portfolio manager for the award-winning Fairlead Tactical Sector ETF (TACK), launched in March 2022. Prior to forming Fairlead Strategies in 2018, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. She served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners, and she has worked for technical strategy teams at Morgan Stanley and Wit Soundview.

With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions, investment advisors, and individuals. Katie holds the distinction of being the youngest female to have attained the Chartered Market Technician (CMT®) designation in 2001. She has played a significant role in the CMT® Association, serving as Vice President from 2012 to 2016.

Katie graduated with honors from the University of Richmond and contributes to her community by mentoring young women and guest lecturing at universities. She serves on the Endowment Investment Committee for her church and sits on the Board of Directors for Cary Street Partners, a leading independent wealth management firm.

As an official CNBC contributor, Katie frequently shares her market perspectives with investors worldwide. She is quoted often by financial news publications like Barron’s and Market Watch, and she has a wide following on social media.