Volunteer Committees

 

 

 

 

 

To participate in a volunteer committee, please complete a short application here: 

Volunteer Committee Participation Application 

Admissions Committee

The Admissions Committee reviews all CMT Association applications for full member status. This includes reviewing all documentation and examples of work submitted, as well as reviewing the required 3 sponsor questionnaires and resolving any outstanding issues that arise during the application process. The Committee then makes recommendations to the Board of Directors for acceptance or rejection.

  • Committee Chair – Gregory Harmon
  • Board Liaison – Scott Richter
  • Staff Liaison – Chelsey Clevenger

Members:

  • Peter Chia
  • Oliver Mathis
  • Andrew Thrasher
  • Li Zhao

Advocacy Committee

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

  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.
  • Committee Chair – David Lundgren
  • Board Liaison – Bill Kelleher
  • Staff Liaison – Tyler Wood

Members:

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

Audit Committee

The Audit Committee works independently from the Finance Committee to assist the board in its oversight responsibility relating to: 

  1. The accounting and financial reporting (including Form 990 tax filing) of the Association, including the integrity of Association’s financial statements
  2. The Association’s financial internal and external controls
  3. The Association’s compliance with applicable legal and regulatory requirements
  4. The independent auditor’s qualifications, independence, and performance
  • Committee Chair – Brett Villaume
  • Staff Liaison – Alvin Kressler

Members:

  • Salma Abdulla
  • James Brodie
  • Dave Lundgren

Advisors to the Committee of the Board

  • Henry G. Manifold
  • George Schade
  • William Guthrie

Annual Awards Committee

  • Committee Chair – Ralph Acampora
  • Staff Liaison – Chelsey Clevenger

Members:

  • Charles Kirkpatrick
  • Gail Dudack
  • Duke Jones
  • Fred Meissner
  • Ken Tower
  • Bruce Kamich
  • Paul Ciana
  • Ron William

CMT Curriculum and Test Committee

The CMT Curriculum and Test Committee (CTC) is tasked with reviewing the development of the CMT curriculum, from aggregation to publication, and reviewing the contents of the exam. The CTC also coordinates the exam scoring process after every exam cycle.

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

Members:

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

Dow Award Committee

The Dow Award Committee reviews all final Dow Award submissions, which includes assessing all submissions to determine their ability to enhance the understanding of market action and the concepts of technical analysis. The committee also assesses the overall quality of the research to make a recommendation of finalists to the Board of Directors.

  • Committee Chair – Timothy W. Hayes
  • Staff Liaison – Chelsey Clevenger

Members:

  • Buff Dormeier
  • Bob Fulks
  • Doug Ramsey
  • Sandra Stoutenberg
  • Mike Moody

Ethics & Standards Committee

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

  • Committee Chair – Michael Carr
  • Board Liaison – Craig W. Johnson
  • Staff Liaison – Chelsey Clevenger

Members:

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

Finance Committee

The Finance Committee works closely with the Executive Director and is responsible for overseeing the financial management of the Association performed by the Association staff, advising the board on important issues regarding the current and future state of the Association’s financial condition, and assisting the board in ensuring the Association is in good fiscal health.

  • Committee Chair – Sid Mokhtari
  • Board Liaison – Craig W. Johnson
  • Staff Liaison – Alvin Kressler

Members:

  • Scott Richter
  • Clint Sorenson

Advisors to the Committee of the Board:

  • Phil Breeding
  • Richard Farkas

Global Development Committee

The Global Development Committee works with local chapters and members to identify and develop areas for new market and chapter growth, as well as working to engage local volunteers in high target areas.

  • Committee Chair – Bill Kelleher
  • Staff Liaison – Tyler Wood
  • APAC Chair – Jamie Coutts
  • EMEA Chair – James Brodie
  • LatAm – Andre Lapponi
  • North America Chair – Brett Villaume

Journal of Technical Analysis Committee

The Journal Committee publishes an annual journal for the CMT Association membership containing in-depth research articles and papers on technical subjects, submitted by the membership and others in the academic and analytical community.

  • Staff Liaison – Chelsey Clevenger

Members:

  • David Aronson
  • Richard Bauer
  • Jeremy du Plessis
  • Kristin Hetzer
  • Cynthia Kase
  • Fred Meissner
  • Sid Mokhtari

Leadership Development Committee

The primary responsibilities of the Leadership Development Committee are to identify, recruit, and nominate persons to serve as members and officers of the board, and to provide development opportunities for board membership. Identification of well-qualified candidates will result from a carefully planned process designed to obtain influential, knowledgeable, and representative leadership from the organization. 

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

 

Long Range Planning Committee

The Long-Range Planning Committee (LRP) develops and oversees LRP strategy sessions to develop near-term, mid-term and long-term goals for the Association and Program. The LRP Committee is comprised of self-selected board members, who meet several times each year virtually and once a year in person to develop mindful intermediate and long-range plans for the Association.

  • Committee Chair – Scott Richter
  • Board Liaison – Brett Villaume
  • Staff Liaison – Alvin Kressler

 

Rules Committee

The Rules Committee conducts an annual review of the CMT Association Constitution, as well as encouraging members to submit suggestions and proposals which the Committee reports to the Board of Directors. Only members in good standing are eligible to serve on this committee.

  • Board Liaison – Craig W. Johnson
  • Staff Liaison – Alvin Kressler

Members:

  • Michael Carr
  • Rob Dombrower
  • Craig Fullen
  • George Schade

Seminar Committee

The Seminar Committee puts together the CMT Association Annual Symposium held in New York every spring. The symposium is devoted to exploring emerging techniques in the field of technical analysis as well as re-examining changing points of view on more classic styles.

  • Committee Chair – Bill Kelleher
  • Staff Liaison – Tyler Wood

Members:

  • Jamie Coutts
  • Salma Abdulla
  • Gaetano Cerundolo