The Boston Chapter of the CMT Association is chaired by Bill Kelleher, CMT, CFA. As the international headquarters of many of the worlds buy-side firms, programming at the Boston chapter focuses on portfolio management. Speakers share insights from their investment process, whether top down or bottom up, all have valuable takeaways about technical analysis in the portfolio management setting.

A vibrant and close-knit community of professionals, the Boston Chapter holds meetings throughout the year at locations right in the downtown financial district featuring the top names in the industry.

We invite our Affiliates, Candidates, and Members to bring colleagues, clients or peers to any of our events at no cost. We strive to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.

Participation in each Boston Chapter Meeting qualifies you for three (3) CMT Continuing Education (CE) Credits.

Chapter Chairs

Bill Kelleher

Bill Kelleher, CMT, CFA

Bill Kelleher is the Deputy Chief Investment Officer and the Chief Operating Officer for ETFConcepts. The Connecticut-headquartered firm manages a systematic hedge fund utilizing proprietary algorithms that are intended to generate timely buy and sell signals by analyzing the drivers of price movement. The fund seeks to capture alpha over multiple time frames and recently