Katie Stockton, CMT

Katie Stockton, CMT

Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG for four years, and prior to that Chief Market Technician at MKM Partners for nine years. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview. Katie now provides research and consulting services to institutions and individuals as a FINRA-registered investment advisor.

Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. In 2017, 2019, and 2020 she was honored by The Technical Analyst, a U.K. based publication, for her work. Katie graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school’s Executive Advisory Council. She is a member of the Endowment Investment Committee for Christ Church Greenwich. Ms. Stockton frequently shares her views on CNBC and other financial news networks as well as speaking at industry events and conferences.


  • Technical Tools for Trend Following

    A presentation originally held as part of the CMT Association's European Summit by Katie Stockton on July 1st & 2nd, 2021. The Summit will take place fully online, and will feature the analytical tools, investment process, and current market views of some of the...

  • Finance Industry Seminar University for Students & Faculty

    The Scholars of Finance, CMT Association and Technical Analysis Educational Foundation provide an introduction to Finance Ethics and Technical Analysis to the University community. Featuring Julie Dahlquist, PhD, CMT this webcast welcomed Ross Overline, Co-founder, Chairman,...

  • Finance Industry Seminar for University Students & Faculty

    The Scholars of Finance, CMT Association and Technical Analysis Educational Foundation are teaming together to provide an evening introducing Finance Ethics and Technical Analysis to the University community. AGENDA Welcome & Introductions Julie Dahlquist, PhD,...

  • Latin America Technical Analysis Seminar

    In a first of what will be many more in the future, the Chile, Brazil and Venezuela Chapters of the CMT Association have teamed up to put on an event for a Latin America wide audience. Eric Conrads, CMT, CAIA, CEFA Chile Chapter Chair Alberto Cardenas, CMT Andres...

  • Technical Tools for Navigating Volatility and Managing Uncertainty - Northern Ohio Chapter Meeting

    The Northern Ohio Chapter of the CMT Association welcomes you to our next event on Wednesday, June 24, 2020.  We are pleased to have Katie Stockton as our guest speaker for our virtual meeting. Technical analysis tends to gain popularity in declining markets because they...

  • Technicals, Traders and the Media

    Get a Fast start on Friday morning with Jon Najarian, Guy Adami, Peter Najarian, Dan Nathan and Anthony Scaramucci. Dual moderators Craig Johnson, CFA, CMT and Katie Stockton, CMT will “turn the tables” on these regular CNBC hosts to allow technicians to query the...

  • New Ideas in Technical Analysis – Co-hosted by Fidelity Investments

    We will explore the impact of millennials on global investing. The panelists will address some of these key questions: • How will this demographic boom impact the broad economy through consumption and production? • Are there echoes of the baby boom generation that we can...

  • Conversations: Podcast Interview with Katie Stockton, CMT

    Conversations returns this week with Katie Stockton! After wrapping up a spectacular presentation for the Minneapolis Chapter, Katie spent some time with Tim Braun, CMT discussing her outlook on our current market.

  • Conversations: Podcast Interview with Katie Stockton

    Katie Stockton, CMT discusses her use of Japanese Cloud Charts, a typical day at MKM, and how she juggles a high-powered position and a 14 month old daughter!

  • Technical Tools for Trend Followers

    A presentation held by Katie Stockton on November 10, 2016 as part of the CMT Association's United Kingdom Chapter. Technical tools help us identify trends and turning points, putting us in a better position to capture tradable market moves. An indicator that gives a clear...

  • Presentation on Relative Strength by Katie Stockton, CMT

    In May 2007, Katie Stockton, CMT offered CMT Association Symposium attendees a short tutorial on applying relative strength. The CMT Association Video Archive contains a number of valuable presentations like this one. While they may seem dated, and some may in fact be...

  • Market Forecast Panel Discussion - 2009 CMT Association Symposium

    Market Forecast Panel Discussion - 2009 CMT Association Symposium On May 14th, 2009, Mike Hurley, CMT, Jeffery Lay, CMT, and Katherine Stockton, CMT were featured on a Market Forecast Panel at the 2009 CMT Association Symposium.

  • Media Panel Discussion - 2010 CMT Association May Symposium

    Media Panel: Managing Media Communication, Effective Strategy & Tactics to Expand Your Market Exposure The media panel will explore the challenge of effectively communicating technical market strategies to a fundamentally oriented financial services industry. Panel...

  • Technically Speaking, December 2012
  • Technically Speaking, August 2010
  • Technically Speaking, November 2008