Katie Stockton
Directeur Général chez Fairlead Strategies LLC
Profil
Ms. Katherine T.
Stockton is a Founder & Managing Partner at Fairlead Strategies LLC.
With help from the Fairlead Strategies team, she provides research and consulting services to institutions and individuals.
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 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.
Ms. Stockton graduated with honors from the University of Richmond with a BSBA, and she now serves on the business school’s Executive Advisory Council.
She is a member of the Endowment Investment Committee for her church.
Postes actifs de Katie Stockton
| Sociétés | Poste | Début |
|---|---|---|
Fairlead Strategies LLC
 Fairlead Strategies LLC Investment ManagersFinance Fairlead Strategies LLC is an independent research provider that was established in April 2018. The private company, based in Stamford, CT, helps investors manage risk and discover opportunities through technical analysis. The company is known for delivering research that is clear, concise, and actionable, and seek to understand their clients' needs to be additive to their investment process. The company offers tools that facilitate tactical market timing and positioning, and they believe that market savvy comes from an understanding of investor psychology. The company provides research that is intended to ensure a disciplined approach from their dedication to studying the markets. The company now offers the Fairlead Tactical Sector ETF (TACK), managed by Katherine Townshend Stockton, a dynamic replacement for the old buy-and-hold strategy, driven by Fairlead's technical methodology. Led by CEO Katherine Townshend Stockton, the team employs a systematic approach to technical analysis focused on identifying important trends and support and resistance levels. | Directeur Général | 01/02/2018 |
Anciens postes connus de Katie Stockton
| Sociétés | Poste | Fin |
|---|---|---|
BTIG LLC
 BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Stratège de marché | 01/01/2018 |
MKM Partners LLC
 MKM Partners LLC Investment Banks/BrokersFinance MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach. | Analyst-Equity | 31/08/2013 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 31/12/2003 |
| Wit Soundview Group, Inc. | Corporate Officer/Principal | 31/12/2001 |
Ulysses Management LLC
 Ulysses Management LLC Financial ConglomeratesFinance Ulysses Management LLC (Ulysses) is a SEC-registered investment advisor and hedge fund management firm headquartered in New York City. The firm was founded by Joshua Nash in 1997 and is principally owned by Joshua Nash LLC. Ulysses provides investment management services to private investment funds and to a separately managed account. | Corporate Officer/Principal | - |
Formation de Katie Stockton
| University of Richmond | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Ulysses Management LLC
Ulysses Management LLC Financial ConglomeratesFinance Ulysses Management LLC (Ulysses) is a SEC-registered investment advisor and hedge fund management firm headquartered in New York City. The firm was founded by Joshua Nash in 1997 and is principally owned by Joshua Nash LLC. Ulysses provides investment management services to private investment funds and to a separately managed account. | Finance |
MKM Partners LLC
MKM Partners LLC Investment Banks/BrokersFinance MKM Partners LLC (MKM) is a premier institutional equity trading, sales, and research firm headquartered in Stamford, Connecticut. The firm was founded by Thomas G. Messina in 2002. They were acquired in 2023 by ROTH Capital Partners LLC, a subsidiary of CR Financial Holdings LLC. MKM provides timely, insightful, and actionable proprietary research to hedge funds, mutual funds, family offices, endowments, corporates, private equity, pension plans, RIAs, etc. The firm combines high-impact fundamental analysis with macroeconomics, technical insights, derivatives strategies, event-driven commentary, alternative research, and first-rate execution. They take a client-centric approach to the trading desk and utilize both a top-down and bottom-up approach. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
| Wit Soundview Group, Inc. | Finance |
BTIG LLC
BTIG LLC Investment Banks/BrokersFinance BTIG LLC is an institutional brokerage and fund services firm headquartered in San Francisco, California. The firm was founded in 2002 through the merger of Baypoint Trading LLC and Bass Trading LLC. They are a subsidiary of Condor Trading LP. BTIG offers institutional and corporate clients with personalized multi-asset class execution, expertise and insights worldwide across equities, equity derivatives, ETFs, fixed income, futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities. The firm’s core capabilities include global sales, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. | Finance |
Fairlead Strategies LLC
Fairlead Strategies LLC Investment ManagersFinance Fairlead Strategies LLC is an independent research provider that was established in April 2018. The private company, based in Stamford, CT, helps investors manage risk and discover opportunities through technical analysis. The company is known for delivering research that is clear, concise, and actionable, and seek to understand their clients' needs to be additive to their investment process. The company offers tools that facilitate tactical market timing and positioning, and they believe that market savvy comes from an understanding of investor psychology. The company provides research that is intended to ensure a disciplined approach from their dedication to studying the markets. The company now offers the Fairlead Tactical Sector ETF (TACK), managed by Katherine Townshend Stockton, a dynamic replacement for the old buy-and-hold strategy, driven by Fairlead's technical methodology. Led by CEO Katherine Townshend Stockton, the team employs a systematic approach to technical analysis focused on identifying important trends and support and resistance levels. | Finance |
