Katie Stockton, CMT

Founder, Fairlead Strategies

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Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor 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 and Chief Market Technician at MKM Partners. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview.

With help from the Fairlead Strategies team, Katie provides research and consulting services to institutions and individuals, and she is the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Katie received her Chartered Market Technician (CMT®) designation in 2001 and later served as Vice President of the CMT Association from 2012 to 2016. For several years, she has been honored by The Technical Analyst, a U.K.-based publication, including an award in 2022 for Best Cryptocurrency Research.

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 her church. Katie frequently shares her views on CNBC and other financial news networks.

Video Archive Contributions
April 27, 2023
Bear Market Defense Tactics
Presenter(s): Katie Stockton, CMT
July 1, 2021
Technical Tools for Trend Following
Presenter(s): Katie Stockton, CMT
June 20, 2020
Technical Tools for Navigating Volatility and Managing Uncertainty - Northern Ohio Chapter Meeting
Presenter(s): Katie Stockton, CMT