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Clint Sorenson, CMT, CFA

Clint Sorenson, CMT, CFA

Clint Sorenson is a Co-Founder of WealthShield LLC, and has long been dedicated to innovating and accelerating the investment landscape. His unique system leverages proprietary quantitative strategies, by fusing together behavioral finance, fundamental and technical analysis. He authored the methodology behind the Pacer WealthShield ETF (symbol PWS).

Clint is a Chartered Market Technician and Chartered Financial Analyst, proficient in a broad range of investment topics. Before becoming a founding partner of WealthShield, LLC, Clint was a financial consultant at Gunnet, Best & Sorenson Financial Group of Wells Fargo Advisors. He earned his bachelor’s degree from the University of North Carolina at Chapel Hill and, now, serves on the boards of the CMT Association and the CFA Society North Carolina, where he currently serves as President.

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From the Editor

Well, October certainly lived up to its spooky and quite volatile reputation. From leading momo tech stocks tanking to multiple multi-percentage point intraday moves everywhere else, I am sure antacid makers made a tidy profit. Of course, coffee, sugar and crude oil had their own action and did you see palladium’s all-time high? This is my second edition of the new Technically Speaking and once again I must ask for volunteers to help us deliver a well-rounded offering with: Drop us a line at editor@CMTAssociation.org. We welcome everyone, including newly minted members. In this edition, we offer another of our member interviews with Phil Roth, CMT, a legend in the field and one of the most generous members with his time. And if I have not hit you over the head enough about getting involved, I’m re-running a piece I did a while ago called “Thoughts on Volunteering.” We also have part 2 in a series that ran back in the 1990s called “Lessons from Dead Pilots,” written by Mark Eidem CMT, CFA, which gives a fascinating comparison with traders. And a report from Clint Sorenson, CMT, CFA on how an investment advisor incorporates technical analysis into an otherwise fundamentally-driven business. Rounding it all out will be news from around the association – chapters, strategy, CMT news and events. Michael Kahn, CMT [post_title] => Technically Speaking, November 2018 [post_excerpt] => [post_status] => publish [comment_status] => closed [ping_status] => closed [post_password] => [post_name] => technically-speaking-november-2018 [to_ping] => [pinged] => [post_modified] => 2020-08-03 11:17:42 [post_modified_gmt] => 2020-08-03 15:17:42 [post_content_filtered] => [post_parent] => 0 [guid] => https://cmtassociation.org/?post_type=technically_speaking&p=35979 [menu_order] => 0 [post_type] => technically_speaking [post_mime_type] => [comment_count] => 0 [meta_id] => 238996 [post_id] => 35979 [meta_key] => newsletter_content_8_contributor [meta_value] => a:1:{i:0;s:5:"27638";} ) )

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