The New York Chapter of the Market Technicians Association is chaired by the team of Steve Suttmeier, CFA, CMT, JC Parets, CMT, and Dan Russo, CMT. One of the most active regions of the MTA, the New York Chapter holds meetings each month featuring some of the top names in the industry!
Both members and non-members are invited to attend all chapter meetings at no cost.
Participation in all New York Chapter Meetings qualifies you for 3 MTA Continuing Education (CE) Credits.
MaryAnn Bartels & Bernadette Murphy Present to the NY Chapter
At the January 22nd, 2013 New York Chapter Meeting, we had the priviledge of being joined by MaryAnn Bartels and Bernadette Murphy. A video archive of their presentation can be seen by clicking the image below!
About the Chapter Chairs
Steve Suttmeier, CFA, CMT
Stephen W. Suttmeier, CFA, CMT, is a technical research analyst at BofA Merrill Lynch Global Research. Steve has 18 years of experience in financial services.
Prior to joining the firm in March 2007, Steve was a small-cap equity research analyst at Capital Growth Financial and Joseph Gunnar & Co. Before that, he was senior technical analyst at Informa Global Markets, where he covered the fixed income, foreign exchange and commodity markets.
Steve holds the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations and is a member of the American Association of Professional Technical Analysts (AAPTA), CFA Institute (CFAI), the Market Technicians Association (MTA) and the New York Society of Securities Analysts (NYSSA). In the MTA, he is on CMT Board of Governors (BoG). The CMT BoG is responsible for the execution of the vision and strategic initiatives of the CMT Program. Steve is also a CMT subject matter expert and a grader for the CMT level III exam.
Steve earned his MBA from Fordham University's Graduate School of Business with a dual concentration in finance and accounting. He completed his undergraduate education at Fairfield University, where he received a bachelor degree with a double major in biology and English. He holds the Series 4, 7, 24, 63 and 87 licenses from the NASD.
JC Parets, CMT
J.C. Parets is the Founder & President of Eagle Bay Capital, LLC. He earned the Chartered Market Technician designation (CMT) and is a member of the Market Technicians Association. J.C. is the Senior Editor of the Technical Analysis blog Allstarcharts.com, which is read daily worldwide in over 150 countries. He has been featured on Bloomberg, Yahoo Finance, CNN Money, Business News Network, and the Wall Street Journal, among other major media outlets. J.C. is an experienced Technical Analyst with a diverse analytical skill set. He employs a top-down approach using Intermarket Analysis with particular emphases on trend recognition and Fibonacci projections. He has constructed a variety of proprietary oscillators that he adjusts over time. Currently, J.C. Parets manages money for High Net-worth investors, corporations, and charitable foundations. He focuses on all areas of asset allocation including stocks, bonds, currency and commodity markets. His approach emphasizes market timing, sector rotation strategies, stock selection, and most importantly risk management.
Dan Russo, CMT
Dan Russo is an institutional sales professional at Needham and Company where he combines the research being done by the firm's fundamental analysts with his own technical analysis to generate actionable trading and investment ideas for sophisticated investors. Prior to joining Needham in 2011, Dan worked in an institutional sales role at Susquehanna International Group from 2007 – 2011. Before transitioning to the sales desk at Susquehanna he was a Specialist and member at the New York Stock Exchange responsible for maintaining markets in the domestic equities, US-listed foreign equities and closed-end funds.
Dan is a Chartered Market Technician (CMT) and a member of the Market Technicians Association. He holds an MBA in finance with an international designation from Fordham University.