Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Katie Stockton, who holds the Chartered Market Technician (CMT) designation, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider of technical analysis to institutional investors. Her technical strategy research adheres to a top-down approach, employing multiple indicators to help clients identify opportunities and manage risk.
Prior to forming Fairlead Strategies, Ms. Stockton served as Chief Technical Strategist for BTIG for four years and was Chief Market Technician at MKM Partners for nine years. Previously, she was a technical analyst for Morgan Stanley and Wit Soundview. Ms. Stockton received her CMT designation in 2001, and later joined the board of the CMT Association, serving as Vice President from 2012 to 2016. In 2017, she was honored by The Technical Analyst, which awarded BTIG the Best Institutional Brokerage for Equity Research, for her technical research work.
Ms. Stockton graduated magna cum laude with a BSBA from the University of Richmond, and she is currently a member of the Executive Advisory Council for the Robins School of Business.