​​​​​*** UPCOMING EVENTS ***​​

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Tues, Feb 17, 4 PM CST 

Topic: Using Charts to Form a Sell Discipline

Katie Stockton – Fairlead Strategies

 

Agenda

 

4pm until 5pm                         Katie Stockton                         Chapter Meeting

            

5:00pm until 5:40pm              John O’Keefe                           Retirement Investing Update

 

Zoom Link: Register here

(Jointly hosted by: Austin and Houston chapters)​

 

Katie Stockton Bio

Katie Stockton, CMT is the Founder and Managing Partner of Fairlead Strategies, LLC, an independent research firm and RIA specializing in technical analysis and tactical investment strategies. She serves as PM for the Fairlead Tactical Sector ETF (TACK), which employs sector rotation and asset allocation to navigate changing market conditions. Katie has more than two decades of Wall Street experience delivering technical research and strategic insights to institutional investors.

Katie and team provide technical research, portfolio consulting, and educational resources to both institutional and individual investors, helping clients apply a disciplined rules-based approach to investing and risk management. 

She earned the Chartered Market Technician (CMT®) designation in 2001 and  holds a BSBA with honors from the University of Richmond