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, CMT

Bill Kelleher is a Portfolio Management Consultant.  Most recently Mr. Kelleher worked with CB3 Financial Group and was responsible for generating new investment ideas

and evaluating holdings for four actively managed portfolios.  Mr. Kelleher’s investing approach fuses analytic disciplines, giving him the flexibility to analyze investments from bottom up and top d