Skip to main content
Notifications
  • For Easy Public Speaking
    ×
  • How to Tell if the Audience is Engaging with Your Public Speaking
    ×
  • Latest Features
    ×
  • Public Speaking Tips That Work Like a Charm
    ×
  • Max Ringelheim | When Going Viral
    ×
  • Upgrade
  • Blog
  • Login
  • Sign up
  • Speakers
  • Organizers
  • Agencies
  • Events
  • How it works
  • SkillCamp
  1. Home
  2. Find a speaker
  3. Katie Stockton
Katie Stockton's cover banner
Gold
Katie Stockton's picture

Katie Stockton

CMT
Founder and Managing Partner
Fairlead Strategies
Country or state 
United States (Connecticut)
Available to 
Global
City 
Stamford
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes

Personal Details

Bio

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.

Current position (2)

Founder and Managing Partner

Fairlead Strategies

Portfolio Manager

Fairlead Tactical Sector ETF (TACK)

Degrees (1)
Finance
University of Richmond
1993 to 1997

Presentations

Presentations (1)
Using Market Internals for Timing

Explore how Katie applies market internals, such as breadth and sentiment, to help time entries and exits. She will cover her current market views while doing a deep dive into her preferred indicators.

Past talks (4)
Using Market Internals for Timing
Atlanta CMT Chapter Meeting
Terry College of Business 3475 Lenox Road NE Room 306 Atlanta, GA 30326-3228
October 3, 2019
Using Market Internals for Timing
Providence CFA Chapter Meeting
Providence, RI
September 11, 2019
Panel Member
Minneapolis CMT Chapter Meeting
Ralph Acampora's Farm
September 17, 2019
Technical Analysis for Risk Management
MoneyShow Virtual Expo Keynote Speaker
Virtual
August 9, 2022
  • All (3)
  • Videos
  • Photos
  • Slides (2)
  • Press information (1)
This speaker hasn't uploaded any videos yet.
This speaker hasn't uploaded any photos yet.
Providence CFA Association Meeting Slides
Fairlead Strategies Starting Line Research Report Example
This speaker hasn't uploaded any one sheet yet.
Fairlead Strategies' Katie Stockton on the market's technical signals

Expertise (17)

Business
Technical Analysis Chartered Market Technician Market Timing Market Sentiment Breadth Cloud Model Support Resistance Independent Research Provider CMT Trade Ideas DeMark Indicators DeMark Stochastics Portfolio Management ETFs

Awards & certifications (4)

Best Institutional Brokerage for Equity Research (while at BTIG)
The Technical Analyst
2017
Technical Analyst of the Year Finalist
The Technical Analyst
2019
Best Equity Research Finalist
The Technical Analyst
2019
Best Cryptocurrency Research
The Technical Analyst
2021
Recommendations
Social media
Affiliations
Society Speaker Directory
Similar to Katie
  • Ethan Grossman's picture
    Ethan
    Grossman
  • Paul Bouchey's picture
    Paul
    Bouchey
    CIO
    Parametric
  • Timothy Baker's picture
    Timothy
    Baker
    Director, Product Strategy
    Symmetry Partners
  • Punita Kumar-Sinha's picture
    Punita
    Kumar-Sinha
    Managing Partner
    Pacific Paradigm Advisors
  • William Ulivieri's picture
    William
    Ulivieri
    Author to Estate Attorneys & Portfolio Manager
    Cenacle Capital Management,LLC
  • Speakers
  • Agencies
  • Events
  • How it works
  • Blog
  • Upgrade
  • Podcast
  • About us
  • Organizers
  • Terms of use
  • Privacy policy
  • FAQ
  • API
  • White Label Terms
  • Contact
  • Corporate Speakers Bureau & CRM
  • Motivational speakers
  • Leadership speakers
  • Business speakers
  • Inspirational speakers
  • Keynote speakers
  • Corporate speakers
  • Celebrity speakers
  • Top 50 Business Speakers
  • Top 50 Leadership Speakers
  • Top 50 Motivational Speakers
  • Top 50 Technology Speakers

Get speaking tips & so much more!

Twice a month we send you speaking tips, training ideas and lots of useful updates.

© 2023 SpeakerHub
All rights reserved.

  • Facebook
  • Twitter
  • LinkedIn
  • SoundCloud
Developed by Integral Vision