Katie Stockton
Katie Stockton is the Founder and Managing Partner of Fairlead Strategies, a leading independent research firm and investment advisor focused on technical analysis. She serves as the Portfolio Manager of the award-winning Fairlead Tactical Sector ETF. Stockton is recognized as one of the best technicians on and off Wall Street, with over 25 years of experience providing technical research and advice to institutional investors. Previously, she served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners. She has also worked for technical strategy teams at Morgan Stanley and Wit Soundview. Stockton is a CNBC Contributor, where she frequently shares her market perspectives with investors worldwide.
Katie Stockton Professional Experience / Academic History
Professional Experience
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Contributor
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Founder and Managing Partner
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Chief Technical Strategist
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Technical Analyst
Academic History
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B.S.B.A., Finance and International Business
Stockton and her team employ a systematic approach to technical analysis focused on the identification of important trends and support and resistance levels.
She leads Fairlead in providing research and consulting services to institutions, investment advisors, and individuals.
Her technical strategy research adheres to a top-down approach, employing multiple indicators to help clients identify opportunities and manage risk.
The firm provides technical coverage of equities, treasuries, commodities, cryptocurrencies, and more.
She uses a suite of technical indicators to form her market views.
She also provides insight into how the markets are setting up from a technical standpoint into year-end.
She explains her methodology and applies it to the current environment, focusing on US stocks, sectors, commodities, the dollar, and yields.
CURRENT AFFILIATIONS
Board of Directors, Cary Street Partners
Executive Advisory Council, University of Richmond
RECOGNITIONS
2022 Technical Analyst Best Cryptocurrency Research
OTHER CAREER HIGHLIGHTS
She holds the distinction of being the youngest female to have attained the Chartered Market Technician designation in 2001.
She has played a significant role in the CMT Association, serving as Vice President from 2012 to 2016.
She mentors young women and guest lectures at universities.
MEDIA & APPEARANCES
Stockton frequently shares her views on CNBC and other financial news networks, and often speaks at industry events and conferences.
She is often quoted by financial news publications such as Barron's and MarketWatch.
She is also a frequent guest on Bloomberg, CoinDesk, Fox Business, and other financial news networks.