About Katie
Katie Stockton, CMT, is the Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and registered investment advisor based in Greenwich, Connecticut.
Fairlead specializes in technical analysis and disciplined, rules-based investment strategies, including the Fairlead Tactical Sector ETF (TACK), which applies sector rotation and asset-allocation techniques to help investors navigate evolving market conditions.
Katie is an official CNBC Contributor recognized for her objective coverage of U.S. equities and bitcoin. She is frequently featured across major financial media outlets, such as Barron’s, The Wall Street Journal, and MarketWatch. With nearly three decades of Wall Street experience, Katie has delivered technical research and strategic insights to leading institutional investors. Before founding Fairlead, she served as Chief Technical Strategist at BTIG and Chief Market Technician at MKM Partners, with prior roles at Morgan Stanley and Wit Soundview.
Katie earned the Chartered Market Technician (CMT®) designation in 2001 and served as Vice President of the CMT Association from 2012 to 2016. She also served on the Board of Directors of Cary Street Partners from 2023 to 2025. She holds a BSBA with honors from the University of Richmond.
