History & Governance

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.

Board of Directors

Craig W. Johnson, CMT, CFA

Craig W. Johnson, CMT, CFA

President
Scott Richter, CFA, CMT, CHP

Scott Richter, CFA, CMT, CHP

Vice President
Saeid Mokhtari, CMT

Saeid Mokhtari, CMT

Treasurer
Brett Villaume, CMT, CAIA

Brett Villaume, CMT, CAIA

Secretary
Salma Abdulla, CFA, CMT

Salma Abdulla, CFA, CMT

Director
James Brodie, CMT

James Brodie, CMT

Director
Jamie Coutts, CMT, CFTe

Jamie Coutts, CMT, CFTe

Director
Bill Kelleher, CMT

Bill Kelleher, CMT

Director
Clint Sorenson, CFA, CMT

Clint Sorenson, CFA, CMT

Director
Dave Lundgren, CMT, CFA

Dave Lundgren, CMT, CFA

Director
Stella Osoba, CMT

Stella Osoba, CMT

Director
Phil Roth, CMT

Phil Roth, CMT

Past President

Financials

Financial statements for the CMT Association, Inc. can be found below: