The Association

About

The CMT Association is a global credentialing body with nearly 50 years of service to the financial industry. The Chartered Market Technician® (CMT) designation marks the highest education within the discipline and is the preeminent designation for practitioners of technical analysis worldwide. Our market philosophy is grounded in behavioral economics. Technical analysis provides the tools to successfully navigate the gap between intrinsic value and market price across all asset classes through a disciplined, systematic approach to market behavior and the law of supply and demand.

Earning the CMT demonstrates mastery of a core body of knowledge of investment risk in portfolio management. Our market philosophy is grounded in behavioral economics and extends beyond classical pattern recognition techniques to include quantitative approaches to market research and rules based trading system design and testing. Our continued commitment to the global members of the CMT Association and prospective new members creates a multitude of continuing education opportunities through daily monthly and annual publications, online webcasts, seminars, and live events which further enhance our unique capacity to advance the discipline of technical analysis among industry professionals.

Board of Directors

Craig W. Johnson,

CMT, CFA President

Scott Richter,

CFA, CMT, CHP Vice President

Saeid Mokhtari,

CMT Treasurer

Brett Villaume,

CMT, CAIA Secretary

Salma Abdulla,

CFA, CMT Director

James Brodie,

CMT Director

Jamie Coutts,

CMT, CFTe Director

Bill Kelleher,

CMT, CFA Director

Dave Lundgren,

CMT, CFA Director

Stella Osoba,

Esq., CMT Director

Clint Sorenson,

CMT, CFA Director

Phil Roth,

CMT Past President

Volunteer Committees

Participate in a volunteer committee –

contact admin@cmtassociation.org.

Advocacy Committee

Responding to demand from many technicians and CMT Association members, the Board of Directors and staff have formed a committee to evaluate actionable ways to increase understanding, awareness and opportunity in the financial marketplace for technical analysis and its practitioners. The Advocacy Committee is seeking ways to address the following:

  • Committee Chair – David Lundgren
  • Board Liaison – Bill Kelleher
  • Staff Liaison – Tyler Wood
  1. Limitations of use of the Chartered Market Technician (CMT) designation by some employers;
  2. The popular press’ common misunderstandings about Technical Analysis (TA); and
  3. Communicating the value of TA to potential employers.

Members:

  • Jeff deGraaf
  • Michael Sacchitello
  • Rusty Vanneman
  • John Roque
  • David Aronson

CMT Curriculum and Test Committee

The responsibility of the CMT Curriculum and Test Committee includes reviewing the development of the CMT curriculum and reviewing the contents of the exam.

  • Committee Chair – Janine Guenther
  • Board Liaison – Stella Osoba
  • Staff Liaison – Stanley Dash

Members:

  • Mark Cremonie
  • Kelly Colotla
  • Will Geisdorf
  • Ruedi Göldi
  • Marnie Owen

Ethics & Standards Committee

The Ethics & Standards Committee investigates all ethical complaints filed in accordance with CMT Association constitution and by-laws. It considers revisions or modifications to the Code of Ethics before being presented to the membership for their approval. All complaints are held in the strictest of confidence and the committee works in close cooperation with the Rules Committee.

  • Committee Chair – Michael Carr
  • Board Liaison – Craig W. Johnson
  • Staff Liaison – Emily E.A. Meyer

Members:

  • Michael Bosman
  • John Copp
  • Gustavo Gallardo
  • George Schade

Leadership Development Committee

  • Committee Chair – Phil Roth
  • Board Liaison – Craig Johnson
  • Staff Liaison – Alvin Kressler

History & Governance

History

What started as a small group of sell-side analysts on Wall Street is now a global association of over 4,500 members worldwide.

The CMT Association began in New York in the 1970’s as an informal meeting of a group of technical analysts. Ralph Acampora, John Brooks and John Greeley are credited as the founders. The original 18 members incorporated the CMT Association as a not-for-profit association in 1973.

The organization authorized a certification program and began developing and administering exams in the mid-late 1980’s. Charters were awarded to the first graduates of the CMT Program in 1989.

In 2005, the Financial Industry Regulatory Authority (FINRA) submitted a rule filing with the U.S. Securities and Exchange Commission to accept the CMT Program levels 1 and 2 exams as an alternative to the Series 86 examination required of financial analysts.

Governance

The Board of Directors is the elected governing body of the CMT Association and is responsible for defining its vision, mission and strategies. The Board, in conjunction with the Executive Director and through various committees, oversees the activities of the CMT Association.

Annual Awards Program

The CMT Association has the distinguished honor of recognizing the achievements of those who have dedicated their careers to the field of technical analysis through the Annual Awards Program. The stewardship of CMT Association volunteers and members is something we are proud to celebrate as we continue to advance the discipline and expand the reach of the CMT Association around the world.

Acknowledgment, admiration and appreciation for technical innovation has been instrumental in developing the CMT Association community worldwide and helped pave the way for the CMT Association to become the leading organization that it is today.