Katie Stockton is widely recognized in the world of finance for her keen insights and influential presence as a technical analyst. With decades of experience in market strategy, she has built a reputation for her sharp analytical skills and timely market calls. As of 2025, Katie Stockton’s estimated net worth ranges between $3 million and $5 million, according to various financial profiles and interviews. Her income primarily stems from her firm Fairlead Strategies, media appearances, advisory roles, and speaking engagements.
Early Life
Katie Stockton was born in the United States, although specific details regarding her date of birth and hometown remain unknown. What is known is that she developed an early interest in the financial markets, which led her to pursue formal education in economics and finance.
She attended the University of Richmond, where she earned a Bachelor of Science degree in Business Administration. Her academic background laid a strong foundation for her future in technical analysis—a field that requires both discipline and intuition.
Career
Katie Stockton’s career trajectory reflects her long-standing commitment to financial market analysis and strategy. She began her professional journey in traditional Wall Street firms, working for industry leaders such as Miller Tabak + Co., RBC Capital Markets, and BTIG. At each firm, she held positions that involved deep technical research, asset trend evaluation, and strategic forecasting.
In 2018, Katie took a bold step and founded Fairlead Strategies, LLC, an independent research firm that focuses on technical analysis for institutional investors. The firm’s flagship product, the Fairlead Tactical Sector ETF (TACK), has garnered attention for its rules-based approach to rotating between equity sectors, fixed income, and cash.
Katie is also a regular contributor to major financial media outlets, including CNBC, Bloomberg, and Fox Business, where she provides market commentary and discusses emerging technical patterns. Her work has earned respect across both institutional and retail investing communities.
Katie Stockton Net Worth
As of 2025, Katie Stockton’s net worth is estimated between $3 million and $5 million, based on public earnings from her business ventures, ETF management, media appearances, and consulting services.
A significant portion of her income is derived from her role as Founder and Managing Partner at Fairlead Strategies. The firm’s subscription-based research services, along with its ETF (TACK), have become reliable revenue streams. According to ETF.com, the Fairlead Tactical Sector ETF has attracted strong inflows since its inception, enhancing both brand visibility and revenue generation.
While Stockton does not publicly disclose her earnings, her frequent speaking engagements at financial conferences and leadership events also contribute to her growing financial portfolio.
Personal Life
Katie Stockton maintains a relatively private personal life. She is married and has children, but she rarely discusses her family in public forums. Known for her grounded demeanor and focus on professional integrity, Katie often emphasizes the importance of work-life balance in her interviews.
She currently resides in Connecticut, where Fairlead Strategies is also headquartered.
Physical Stats
- Height: Unknown
- Weight: Unknown
- Eye Color: Brown
- Hair Color: Dark Blonde
- Build: Slim
- Nationality: American
- Ethnicity: White
- Religion: Not public
While Katie Stockton is a familiar face in the financial world, especially on television and webinars, her physical stats are not a focus of her public persona. Her professionalism and insight-driven commentary are what distinguish her in the finance sector.
Social Media Presence
Katie Stockton maintains a modest but professional social media presence, primarily using platforms to share financial insights, promote her firm’s research, and connect with other market professionals.
- LinkedIn: Katie Stockton on LinkedIn
- Twitter/X: @StocktonKatie – Frequently shares market updates, ETF news, and chart analyses.
- YouTube: Features Fairlead Strategies’ appearances and charting tutorials (via Fairlead’s official channel).
- Instagram: Not publicly active
Her online tone mirrors her on-screen presence—insightful, technical, and grounded in data rather than hype.
Fun Facts About Katie Stockton
- 📈 CMT Certified: Katie is a Chartered Market Technician (CMT), a prestigious designation for technical analysts.
- 🧩 Chart Enthusiast: She often emphasizes the use of classic tools like moving averages, RSI, and MACD in market analysis.
- 🎓 Mentorship Advocate: Katie frequently supports initiatives that encourage more women in finance and technical research.
- 📺 Media Favorite: She has appeared on CNBC’s Fast Money, Closing Bell, and Bloomberg’s Real Yield.
- 🔍 ETF Innovator: Her ETF, TACK, is one of the few actively managed ETFs that use pure technical signals for rotation.
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Summary Table
| Field | Details |
|---|---|
| Full Name | Katie Stockton |
| Date of Birth | Unknown |
| Age | Estimated early to mid-40s |
| Birthplace | United States |
| Education | University of Richmond (BS) |
| Profession | Technical Analyst, Entrepreneur |
| Net Worth (2025) | $3–5 million |
| Company | Fairlead Strategies, LLC |
| Notable Product | Fairlead Tactical Sector ETF (TACK) |
| Marital Status | Married |
| Children | Yes |
| Nationality | American |
| Residence | Connecticut, USA |
| Social Media | Twitter, LinkedIn |
| Certification | Chartered Market Technician (CMT) |
FAQ
What is Katie Stockton’s net worth in 2025?
Her estimated net worth ranges from $3 million to $5 million, based on professional earnings and ETF-related revenue.
What company does Katie Stockton run?
She is the Founder and Managing Partner of Fairlead Strategies, LLC, a technical analysis research firm.
What is the Fairlead Tactical Sector ETF (TACK)?
TACK is an actively managed ETF that rotates between U.S. equity sectors, fixed income, and cash based on technical signals. It was launched by Fairlead Strategies.
Is Katie Stockton married?
Yes, but she has kept most details about her husband and children private.
Where is she from?
She is originally from the United States, though her exact hometown is unknown.
Does Katie Stockton have a strong social media presence?
Yes, particularly on Twitter and LinkedIn, where she shares market analysis and company updates.
Is Katie Stockton a CMT?
Yes, she is a Chartered Market Technician, which reinforces her credibility in the technical analysis field.
Katie Stockton continues to be a steady voice in a volatile industry—valued for her commitment to disciplined strategy over speculation. Whether you’re an institutional investor or an individual just starting out, following her insights offers a thoughtful lens through which to view the market.