Our Service
We provide comprehensive coverage of global financial markets shaped by more than 25 years of experience providing technical strategy research to institutional clients now available to all types of investors. Our views are aggregated in a weekly report that covers equities, commodities, currencies, and Treasuries, including in-depth comments and easy-to-read charts. Each report consists of specific stock and ETF recommendations designed for idea generation. All subscribers also receive a daily report covering technical catalysts, high-conviction signals, and market internal measures and weekly sector “deep dives” that compile important indicator data for stocks compared against their peers, including commentary to facilitate market timing. We also offer two additional weekly reports: ETF Navigator and Cryptocurrency Compass.
Beyond the written product, we offer specialized high-touch services with access to our team via calls, meetings, and emails/Instant Bloomberg (IB) for responsive analysis in a dynamic market environment. Active traders and money managers use these proprietary services to identify catalysts and action items specific to their watchlists or portfolios. These Premium Plan services range from portfolio analysis and chartbooks to custom filters and scans. We are available for “teach-ins” regarding project work, providing full disclosure of our methodology.
Fairlead Strategies is also the sub-advisor for the Fairlead Tactical Sector ETF (TACK) and Katie Stockton serves as the portfolio manager.
Our Team
Founder and managing Partner
Katie Stockton, CMT
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 award-winning Fairlead Tactical Sector ETF (TACK), launched in March 2022. Prior to forming Fairlead Strategies in 2018, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. She served as Chief Technical Strategist for BTIG and Chief Market Technician at MKM Partners, and she has 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, investment advisors, and individuals. Katie holds the distinction of being the youngest female to have attained the Chartered Market Technician (CMT) designation in 2001. She has played a significant role in the CMT Association, serving as Vice President from 2012 to 2016.
Katie graduated with honors from the University of Richmond and contributes to her community by mentoring young women and guest lecturing at universities. She serves on the Endowment Investment Committee for her church and sits on the Board of Directors for Cary Street Partners, a leading independent wealth management firm.
As an official CNBC contributor, Katie frequently shares her market perspectives with investors worldwide. She is quoted often by financial news publications like Barron’s and The Wall Street Journal, and she has a wide following on social media.
Chief operating officer, chief compliance officer, and partner
Tracy Townshend
Tracy Townshend joined Fairlead Strategies, LLC in June 2019 as Chief Operating Officer. Previously she held roles in operations and business development in the nonprofit and pharmaceutical sectors. Tracy brings over 25 years of professional account management and technical sales experience. She is an investment advisor representative and supports the company in all areas including marketing, business development, finance, compliance, and day to day operations. She graduated with honors from the University of Richmond where she received a BS in Biology and completed graduate work at the University of Illinois at Chicago in Health Information Management.
senior TECHNICAL analyst
Will Tamplin, CMT
Will Tamplin joined Fairlead Strategies since June 2021, where he holds a key role as Senior Analyst. As a registered investment advisor, he leverages his expertise in technical analysis and data analytics to support the firm's research and consulting services and ETF portfolio management. Prior to joining Fairlead Strategies, Will completed an internship with Matrix Capital Markets Group in the summer of 2020, where he honed his analytical skills. Will received his Chartered Market Technician (CMT) designation in 2024. He graduated with honors from the University of Richmond with a BSBA, concentrating in Finance. In his free time, Will enjoys playing golf, having previously competed as a student-athlete on the UR Spider golf team.
TECHNICAL analyst
Chris Olsen
Chris Olsen joined Fairlead Strategies as a Junior Analyst in November 2024. Prior to this, he gained experience at Vanguard and completed a summer internship at Centene, where he developed strong analytical and client-facing skills. Chris graduated with honors from the University of Richmond, earning a BSBA with a concentration in Finance. He is currently pursuing the Chartered Market Technician (CMT) designation.
HEAD OF DISTRIBUTION
Tom Herrick
Tom Herrick joined Fairlead Strategies as Head of Distribution at the beginning of April 2025. As Head of Distribution, he is responsible for business development concerning Fairlead research and asset management. Notably, this includes the Fairlead Tactical Sector ETF (TACK), which was launched in 2022 as a partnership between Fairlead and Cary Street Partners. Tom was previously Chief Market Strategist, Managing Director for Cary Street Partners from 2023 to 2024. From 2015 to 2023, Tom was Chief Investment Officer for the firm. From 2015 to 2024 he was a member of the Cary Street’s Executive Committee. Prior to becoming Chief Investment Officer in 2015, he was a member of the portfolio advisory group manager research team. Tom joined the firm as a Financial Advisor in the Fredericksburg, VA office in 2008. Before joining Cary Street Partners, he was a Financial Advisor at Smith Barney and its predecessor firm Legg Mason Wood Walker. He started his career in 1985 and spent 15 years at Wheat First Securities as a Financial Advisor. Tom earned a Bachelor of Arts in Economics from the University of Richmond in 1981. He graduated with honors in history.