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Click Here For a Listing of All The Past Presidents of the MTA...
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President: Larry Berman, CTA, CFA, CMT
Phone: 416-223-3837 E-Mail: larry.berman@etfcm.com
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Larry M. Berman, CMT, CTA, CFA, is a Co-Founder of ETF Capital Management, and brings nearly twenty years of industry experience to the role of Chief Investment Officer. Larry has been consistently ranked as one of Canada’s “Top 3 Analysts” according to institutional investor surveys.
Larry began his career as a Toronto based investment advisor in 1989 and completed a technical internship in New York with the Market Technicians Association (MTA) in 1994, where he studied the techniques of many top Wall Street technicians. Prior to founding ETFCM, he was Chief Technical Strategist and Managing Director for CIBC World Markets since 1997. Larry was a senior technical analyst for Thomson IFR in Boston and senior technical analyst and trader for Marleau, Lemire Futures in Toronto.
He is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA), and is a US registered Commodity Trading Advisor (CTA).
Larry is the primary author of the textbook for the technical analysis course offered by the Canadian Securities Institute (CSI), which is the primary source of education for technical analysis in Canada. Larry is past President of the Canadian Society of Technical Analysts (CSTA), past Vice-Chairman (Americas) of the International Federation of Technical Analysts (IFTA), and is currently the President of the Market Technicians Association (MTA). Larry’s opinions frequently appear in the media, and he is a featured weekly on BNN’s (formerly RobTV) Berman’s Call.
Larry graduated from York University with a BA in Economics.
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Vice President: David Keller, CMT
Phone: 617-563-0202 E-Mail: david.keller@fmr.com
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David Keller, CMT, is a Managing Director of Research for Fidelity Investments in Boston. He manages the Technical Analysis team at Fidelity Management and Research, as well as the legendary Fidelity Chart Room. David is a Chartered Market Technician, Chair of the Regions Committee, and serves as Vice President for the Market Technicians Association. He was formerly a Technical Analysis Application Specialist with Bloomberg L.P. in New York, and was a regular contributor to Bloomberg Markets magazine. David is the editor of the book Breakthroughs in Technical Analysis: New Thinking from the World's Top Minds, published August 2007 by Bloomberg Press. He received degrees in Music and Psychology from The Ohio State University.
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Treasurer: Craig Fullen, CMT
Phone: 614-656-4084 E-Mail: cfullen@aamamail.com
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Craig Fullen is a Portfolio Manager for Advanced Asset Management Advisors, Inc. (AAMA), a registered investment advisory firm with approximately $350 million under management. In addition, Craig is the President of The Fullen Law Group Co., LPA, a law firm which concentrates in the areas of corporate/business law and contract preparation, review and negotiation.
Prior to joining AAMA, Craig was the President and Founder of Formika Investment Strategies, Inc. from 2002-2008. Earlier in his career, Craig served as Assistant General Counsel for Crane Plastics Company, a Columbus, Ohio-based plastics manufacturing firm, from 1999-2002 where he managed the legal affairs of variety of companies affiliated with Crane Plastics Company, including the handling of a number of acquisitions and divestitures. Craig was also a senior associate with the Columbus, Ohio law firm, Porter, Wright, Morris & Arthur LLP (Porter Wright), from 1992-1999 where he practiced corporate/business law. At Porter Wright, Craig advised public and privately-held companies with respect to mergers and acquisitions, contractual issues, business entity selection and formation, private-placement equity offerings, and various business-related transactions.
Craig is also the Chair for the Finance Committee for the MTA.
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Secretary: Tim Snavely, CMT, CFA
Phone: 404-926-5473 E-Mail: jtsnavely@comcast.net
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Tim Snavely, CFA, CMT, is a native of Philadelphia, PA.
He graduated as the outstanding undergraduate student in finance from Emory University in 1997, and then joined the Investment Strategy team at Robinson Humphrey in Atlanta, GA. In 2002, Tim became the firm’s technical market analyst, sharing top-down market analysis and investment guidance with private and institutional clients for four years before moving to institutional equity sales in 2006.
He currently works as an institutional equity salesperson for NY and Mid-Atlantic accounts with a subspecialty in financials-related funds for SunTrust Robinson Humphrey in Atlanta, GA.
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Director: Andrew Bekoff
Phone: 856-866-1759 E-Mail: abekoff@comcast.net
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Mr. Bekoff has over 15 years of institutional research and trading experience. He is currently the Chief Investment Strategist with Meyers Associates, LP., an investment bank and boutique brokerage firm.
He served as Chief Investment Strategist and Research analyst for VDM Specialists USA. in New York City. An experienced Wall Street executive, Mr. Bekoff was responsible for strategic planning and guiding specialist trading activity on the floor on the New York Stock Exchange. VDM Specialists USA clients include many of the world's most successful issuing companies, such as Eli Lilly & Co., Hewlett-Packard, International Paper, Nortel Networks, Pfizer, SAP, UBS and Walt Disney.
Prior to joining VDM Specialists USA, Mr. Bekoff was the Director of Equity Research at Bloomberg Financial Markets. Mr. Bekoff is credited with building and designing the equity product, of over 25,000 internationally traded companies. He directed equity and research products throughout the world and supervised over 150 researchers.
Mr. Bekoff was a frequent contributor and guest on Bloomberg TV and Bloomberg Radio, and Bloomberg publications. He conducted hundred’s of live interviews that were broadcasted through the Bloomberg network.
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Director: C. MacNeil Curry, CMT, CFA
Phone: 212-412-5391 E-Mail: macneil.curry@barclayscapital.com
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MacNeil Curry, CMT, CFA, situated in New York, is a Technical Strategist at Barclays Capital, part of their Global Technical Strategy Team. Before Barclays, he spent five years at IDEAglobal as a Technical Analyst covering various markets while specializing in Foreign Exchange.
He has also worked as an execution trader at Refco Group and on the Fixed Income Desk at Morgan Stanley Dean Witter. He is a holder of the CMT and CFA designations and graduated from the University of Pennsylvania.
Previously, MacNeil taught the CMT Institute (CMTi) Level 1 course during the Winter/Spring of 2006, and currently teaches the CMTi Level 2 course.
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Director: Carson Dahlberg, CMT
Phone: 704-965-7904 E-Mail: carson.dahlberg@gmail.com
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Carson Dahlberg, CMT Carson Dahlberg, CMT, is a Relationship Manager, Trader for a large bank in Charlotte, NC. He primarily trades equity, ETF and option strategies for clients. He specializes in technical trading and analysis. Additionally he follows futures, currencies and fixed markets. Carson received a degree in Chemistry from the University of Cincinnati and was awarded the Chartered Market Technician designation in January of 2008.
Carson has served in the MTA in a various capacities. He is the founder and Chapter Chair of the Charlotte Chapter for the Market Technicians Association. Since its September 2007 inception, the chapter has grown considerably in attendance and membership. Carson is presently serving as faculty at the CMTinstitute, (an online series of classes to assist with passing the CMT examination) and has served on the recent Long Range Planning Committee.
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Director: Phil Erlanger, CMT
Phone: 978-263-2536 E-Mail: phil@erlanger.com
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Phil Erlanger, CMT Phil Erlanger is the President of Phil Erlanger Research and has been providing research to institutions since the early 1990s. Prior to starting Phil Erlanger Research, Phil was the Senior Technical Analyst for Fidelity Management & Research. Phil came to Fidelity from Advest where he was the Chief Technical Analyst through most of the 1980s.
Phil has developed Erlanger Chart Room, a technical analysis platform that focuses on advanced technical indicators that include in depth sentiment and seasonal studies. This platform runs on eSignal, Bloomberg and MB Trading. Phil has also developed the free www.goodmorningwallst.com educational video series that offers videos that teach how to use technical analysis in the real world.
Mr. Erlanger is a two-time past president of the Market Technicians Association. In 1997, Mr. Erlanger won the MTA Best of the Best Award for Computer Assisted Analysis.
Mr. Erlanger has lectured at Universities such as Rutgers, MIT, Boston University, Howard University, Emory and as an adjunct Professor at Bentley College where he taught a course in Technical Analysis. He is a graduate of Boston University with a degree in Economics.
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Director: Doaa Elwy Fahmy, CMT
Phone: 201-018-8792 E-Mail: dofahmy@hotmail.com
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Doaa Elwy Fahmy, CMT, is the chief technical analyst in Pharos holding, ranked number "nine" in the Egyptian stock market and currently in the process of developing the first technical analysis managed fund in the Middle East region.
Doaa worked for Beltone financial one of the top ten companies in Egypt and have branches in UAE and KSA. She was doing Egypt and UAE markets. Also worked for SIGMA as chief technical analyst and was ranked one of the top companies in Egypt.
Doaa is the vice president and the head of education committee of the Arab Society of Technical Analysts (ASTA), the first Regional society for the technical analysts in the Middle East.
Doaa is a graduate from faculty of engineering, communication department 1999, with a good final grade, with excellence, and with honors for the final year project.
In Addition, Doaa has a strong computer and IT background supported by having an IT diploma 2000 from the Information Technology Institute (ITI), with excellence and with honors, ranked highest grade among all the graduates and was honored by the minister of IT and communication at this time (Dr. Ahmed Nazeef).
Doaa has started her career in the Investment by studying Edinburgh MBA courses, Finance, Accounting and Marketing courses since 2001, Moved from this completely to studying the technical analysis with private tutors, courses.
Doaa is a Chartered Market Technician (CMT). She is the first woman to get the CMT in the Middle East and she is also a CPM (Certified Portfolio Manager) holder, an authorized Egyptian Portfolio management certificate.
Doaa's market outlooks frequently appear in the Financial main channels (Al-Arabya and CNBC Arabia), commenting technically on the Egyptian, GCC markets. Also, writes a weekly market outlook in World Today (Al-Alam Alyoum), the main financial newspaper in Egypt.
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Director: Kristin Hetzer, CMT, CIMA, CFP
Phone: 310-265-5939 E-Mail: khetzer@royalpalmscapital.com
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Kristin Hetzer, CMT, CIMA, CFP, is Principal and Founder of Royal Palms Capital, LLC, an independent registered investment advisory firm in Rolling Hills Estates, California. Prior to founding her firm, Ms. Hetzer provided discretionary portfolio management within major Wall Street firms’ Portfolio Investment Management divisions. Ms. Hetzer began her career as a Registered Representative with Merrill Lynch in 1982. Her previous experience includes Kidder Peabody & Co, Prudential Securities and UBS.
Kristin Hetzer is an active Member of the MTA and Chair of the Los Angeles MTA Chapter. She joined the Market Technicians Association organization in 2000 as an Affiliate and received her Chartered Market Technician designation in 2003. She received her Certified Investment Management Analyst designation from The Investment Management Consultants Association in 2000 through the Wharton School of Business. Ms. Hetzer has been a Certified Financial Planner since 1989.
She received her Bachelor of Arts degree from Hope College in 1978, and has attended California State University of Long Beach Graduate School of Business.
Ms Hetzer and her husband, Greg, have a daughter and son and reside in San Pedro, California.
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Director: Jeffery E. Lay, CMT
Phone: 513-608-0681 E-Mail: jeff.lay@fuse.net
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Jeffery E. Lay, CMT is President and Co-Founder of Talon Eight Global Wealth Management. As managing partner and senior portfolio manager, he assists affluent executives, families, trusts, endowments, and foundations in creating custom tailored portfolios using a proprietary fusion of stress tested trading methodologies. An expert in strategic and tactical asset allocation using highly non-correlated asset classes, with key emphasis on capital preservation and tax efficient transfer of wealth, he delivers sophisticated asset allocation solutions for his clients.
Previously, Mr. Lay served as Vice President and Wealth Advisor at Neuberger Berman Wealth Management, A Lehman Brothers company. A trusted advisor to ultra high net worth families, corporate institutions, and nonprofit organizations, he delivered the full spectrum of financial services and investment banking disciplines to senior executives and their counsel. The sole Chartered Market Technician in the organization, Mr. Lay blended fundamental and technical analysis in crafting unique investment solutions based on client goals, income needs, and tax situation.
Prior to joining Lehman Brothers, Mr. Lay founded Sensor Fusion Asset Management. As Director of Strategic Trading Tactics, he advised private clients and hedge fund managers regarding their asset allocations to commodities, currencies and other leveraged financial instruments. An accomplished speaker, Mr. Lay personally mentored over 100 retail clients, analysts and money managers in the use of foreign currency as an asset class.
Creator of the Sensor Fusion Method, Mr. Lay has appeared as market commentator regarding Euro/US Dollar spot rate movements on ForexTV.com, and his proprietary strategies have been featured in Active Trader Magazine and Stocks, Futures and Options (SFO) Magazine. He actively publishes for several major media outlets, wherein he reveals his technical approach to the markets. A passionate mentor to others, Mr. Lay also works privately with a select group of securities analysts and portfolio managers in the financial services industry.
Mr. Lay has served as Director, Chartered Market Technician Institute (CMTi) for the Market Technicians Association (MTA). Also serving as Education Chair, he oversaw a sophisticated online financial training solution wherein he developed, integrated and delivered content covering Dow Theory, Elliott Wave, Business Cycles, Sector Rotation, Sentiment, and Inter Market Analysis. Mr. Lay has personally trained more than 400 analysts and portfolio managers from over 12 countries internationally, and was responsible for several initiatives critical to the future of the MTA.
Before entering the financial services profession, Mr. Lay was a Naval Aviator, Fighter Pilot and Flight Instructor in the United States Navy and Air National Guard flying the F-14 Tomcat and the F-16 Fighting Falcon. An accomplished flight instructor and graduate of the United States Navy Fighter Weapons School (TOPGUN), he flew more than 50 combat missions, made over 400 carrier landings and accumulated over 3,500 flight hours.
Mr. Lay received his Bachelor of Science in Mathematics from the United States Naval Academy in 1987. He is a Chartered Market Technician (CMT), and holds the Series 3, 7, 63 and 66 securities licenses.
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Director: Past President Philip J. Roth, CMT
Phone: 212-370-0040 x656 E-Mail: proth@millertabak.com
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Philip J. Roth, a Chartered Market Technician (CMT), is currently the Chief Technical Market Analyst at Miller Tabak + Co. He is in his forty-first year as a Wall Street professional, having been the Chief Market Technician at Morgan Stanley, Shearson Lehman, EF Hutton, and Loeb Rhodes.
Currently Past-President and a director of the Market Technicians Association, and a former director of the New York Society of Security Analysts (NYSSA), he has been voted No. 1 in Charting and Technical Analysis in the Reuters survey. He is a frequent commentator in the printed and electronic media.
He is an Adjunct Professor in the Graduate School of Business at Fordham University, and has lectured at Baruch, Columbia, Cornell, Georgia Tech, Howard, Rutgers, Tulane, and the University of Richmond.
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Executive Director: Tom Silveri
Phone: 646-652-3300 E-Mail: toms@mta.org
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Tom is a licensed CPA with more than three decades of experience: As an audit consultant with Price Waterhouse, a corporate controller at the advertising agency of J.Walter Thompson, and as a controller and Chief Financial Officer (CFO) for the public relations firm, Hill and Knowlton.
Tom then spent ten years at the human resources solutions company DBM, Inc., where he rose to serve as Chief Operating Officer (COO) and, finally, President and Chief Executive Officer (CEO). Tom has years of experience working with company Boards and financials.
He has managed issues ranging from human resource management to information technology, and he is an accomplished business strategist.
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