Katie Stockton, CMT

Founder & Managing Partner, Fairlead Strategies, LLC

Katie Stockton, CMT, is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and investment advisor focused on technical analysis. She is also the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Before forming Fairlead Strategies, Katie spent over 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. Katie received her Chartered Market Technician (CMT®) designation in 2001 and later served as Vice President of the CMT Association from 2012 to 2016. She has been honored by The Technical Analyst, a U.K.-based publication, for several years, including an award in 2022 for Best Cryptocurrency Research.

Katie graduated with honors from the University of Richmond with a BSBA and 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 as an official CNBC contributor and other financial media outlets.