General Investing >> Money Manager Interviews >> July 5, 2022

Using Technical Analysis to Own the Right Sectors at the Right Time

Stockton, Katie
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 the portfolio manager for the Fairlead Tactical Sector ETF (TACK). Prior to forming Fairlead Strategies, she spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she was 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. She was honored by The Technical Analyst, a U.K. based publication, including an award in 2022 for Best Cryptocurrency Research. She received a business degree from the University of Richmond and is a member of the business school’s Executive Advisory Council. Profile
Word count: 2,979

TWST: Could you tell me about the firm?

Ms. Stockton: My firm, Fairlead Strategies, was founded in 2018. Originally, we started as an