Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider of technical analysis. 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. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview, having launched her career as a technical analyst in San Francisco in 1997.
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 work. In 2019, Ms. Stockton and Fairlead Strategies were finalists for Technical Analyst of the Year and Best Equity Research.
She 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. She frequently shares her views on CNBC, Bloomberg TV, and Fox Business News, and she often speaks at industry events and conferences.