RMES 2018: Session III: Technical Analysis in the Stock MarketVIDEO July 20, 2018
Speaker / Author
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 ... Read More
Leo Chen serves as Portfolio Manager and Quantitative Strategist. He specializes in quantitative analysis, particularly in time-series empirical research. Leo works with stochastic calculus and Brownian motion. His research utilizes quantitative methods to examine market returns and underlying volatilities. Leo is also a portfolio manager for Cumberland’s equity strategies that focus on volatility and market sentiment. He works directly with clients as an Investment Advisor Representative.
Leo’s extensive research has been quoted by the Wall Street Journal, Barron’s, Morningstar, Bloomberg Radio, MarketWatch, Business Insider, Yahoo!, ... Read More
Alison Gardner has enjoyed 35 years in the financial services industry. She is Senior Vice President in the Wealth Management division and, as a Senior Portfolio Manager, utilizes quality fundamentals with a rules-based technical overlay for performance, risk management and to remove emotion. She maintains a rigorous focus on both analytics and investment knowledge. Starting her financial advising career in the early 80’s has given her plenty of experience with both fear and greed. This has shaped her belief that risk management and capital preservation can be achieved through a combination of investment counsel, advanced planning and relationship management. Prior to choosing ... Read More
David Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. David’s articles and financial market commentaries have appeared in the New York Times, the Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV and Bloomberg Radio, Yahoo Finance TV, and other media. He has authored or co-authored four books, including the second edition of "From Bear to Bull with ETFs" and "Adventures in Muniland". He holds a B.S. in economics from the Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from the School of ... Read More