Current Company: Commerzbank
Karen Jones is a Managing Director and Head of FICC Technical Analysis Research at Commerzbank Corporates and Markets. The group is responsible for forecasting and formulating technical trading strategy globally and covers foreign exchange, fixed income, emerging markets and commodities. She has extensive experience of technical analysis spanning 25 years.
Karen is responsible for the STA’s Marketing Committee. She previously worked as a global FX technical strategist at CSFB (1993-1998) and as a technical analyst at Sucden (UK) Ltd (1987-1993).
Luise Kliem is a Fellow of the STA and current STA chief examiner and Diploma course director.
During a 20-year City career she worked first as a commodity broker, then as a stockbroker, before becoming a full-time technical analyst. She was Senior Technical Analyst (Director of Global Securities Research & Economics) at Merrill Lynch from 1995 to 2000, then joined Commerzbank Securities as Head of Technical Analysis. Luise specialised in equity research, and was consistently highly rated in surveys such as Thomson Reuters Extel, until leaving the City in 2001.
Richard Lake was one of the founders, and a former Chairman, of ACTA, the predecessor of the STA. He was also one of the earliest exponents of technical analysis among the institutional stockbroking community in London, and produced technical reports from the mid 1960s until around 2012. He was responsible for persuading a number of initially sceptical fund managers that charts could be of major assistance in their investment decisions. Richard has been a frequent speaker at technical analysis conferences over the years, both in the UK and elsewhere.
Current Company: Investment Research of Cambridge Ltd.
Deborah Owen served as STA chairperson (2008-13), head of education (2013-16), IFTA board member (2012-15) and was the editor of the Society’s Journal, The Market Technician, for over two decades. She also sat on the STA’s ethics and grandfathering committees.
Deborah is the Managing Editor of Investment Research of Cambridge Ltd. and has co-written the book “Mapping The Markets: A Guide to Stockmarket Analysis” with Robin Griffiths, another STA Fellow. She is a visiting professor at Queen Mary, University of London.
Axel Rudolph BSc (Hons) MSc FSTA MCSI
Current Company: Commerzbank
Axel Rudolph is a Vice Chairman and Head of Education of the Society of Technical Analysts, having been Chairman from 2013 to 2018. Prior to becoming chairman he was responsible for education and program organisation at the STA for six years. He has been a lecturer on the STA Diploma Part 1 and 2 courses at the London School of Economics and at Queen Mary University of London for nearly two decades. From 2007-2010 Axel was Vice-Chairman Europe on the board of the International Federation of Technical Analysts (IFTA).
Axel is a director and senior technical analyst at Commerzbank Corporates and Markets. Previously he was Dow Jones’ Chief Technical Analyst for Europe, a bond, derivatives and proprietary trader in Paris and London. He is a Fellow of the STA.
Michael Smyrk is a past Board Member and a Fellow of the STA. He started charting in the commodity markets in 1965, and – although now retired – continues to use technical analysis for his private investments. He is a firm believer in the power of ‘the crowd’.
Michael is an examiner for the STA Diploma Part 2 Examination. His previous experience covers ground as varied as Floor Trader to Head of Research at two leading international brokerages. He has spoken at conferences across the world, and was for some years a lecturer on the STA/South Bank University Diploma Course and the STA/LSE Diploma Course.
Current Company: Credit Suisse
David Sneddon is a managing director of Credit Suisse in the Investment Banking division, based in London. He is global head of Technical Analysis and is responsible for overseeing the entire technical analysis product, covering the Fixed Income, FX, Equity and Commodity markets, as well as the provision of technical analysis education within Credit Suisse and for clients globally.
The Credit Suisse Technical Analysis team has won various awards, including the Extel European Fixed Income survey, Best Commodity and Best FX Technical Analysis by the Technical Analyst magazine, as well as being runner-up in the Euromoney European Fixed Income and US Institutional Investor Fixed Income surveys.
David regularly appears in the media and has been a guest anchor for CNBC on several occasions.
David joined Credit Suisse in 1994, having worked previously for Investment Research of Cambridge Ltd, and is a former board member of the UK Society of Technical Analysts and IFTA. He holds a degree in Mathematics from the University of Newcastle-upon-Tyne.
Current Company: Aptior Capital LLP
Adam Sorab was STA Chairman from 1998 to 2008 and was President of IFTA from 2010 to 2013. He holds a BSc (Hons) in Economics from the London School of Economics, an STA Diploma and a CFTe. Adam has been working in financial markets since 1984 and he is currently a Partner at Aptior Capital LLP in London, a hedge fund management company.
Current Company: AfricaAway
Dr Henry Southworth was for several years the editor of ‘The Chartist’ (as the STA magazine was then known), whilst conducting research into technical analysis at the University of Birmingham. Following on from this he set up and managed a technical analysis-based futures fund, before turning to the property market instead. After setting up and managing a UK-based student housing property fund, he then invested in property in Spain, from which followed the establishment of SpainAway, a tour operator focusing on Spanish holiday rentals. Presently his time is spent running an offshoot of this – AfricaAway – which specialises in organising safaris in sub-Saharan Africa. A long way from technical analysis perhaps, but with a just about identifiable route in between!
Mark Tennyson d’Eyncourt
Mark Tennyson d’Eyncourt started in the market in 1963, with Durlachers, arguably the leading equity jobber of the day. After spells with Govetts (later Hoare & Co Govett) and Scrimgeours, he moved into fund management with Wallace Bros Sassoon, just before the great bear market of 1973-74. This was when he started to look at technical analysis seriously, when, clearly, fundamental analysis wasn’t working. For ten years he ran the Qatar Investment Office in London, providing strategic advice for the state reserves. He joined ACTA in 1984 and the Committee in 1986, just before its incorporation as STA. For some years he has been involved with Programme Organisation and also acted as Company Secretary. He was honoured with a Fellowship in December 2009.
Simon Warren was Head of Investments at Bupa for seven years with responsibility for £3.7bn of assets and £1.1bn of debt. Prior to that he was Deputy Treasurer and Head of Front Office trading where he was responsible for all transactional and FX hedging.
Simon is a Fellow of the Association of Certified Accountants and began his career at Bupa in 1987 as an accountant before moving over to the Treasury and Investment areas where he utilised his technical analysis skills.
Simon was Treasurer of the STA from 2003 to 2018 and was also a Director of the International Federation of Technical Analysts for three years where he was Chairman of the Finance Committee.
Anne has been a technical analyst for over forty years. She started her career at Chart Analysis Ltd., working for David Fuller, and was Managing Director of the company from 1986 until she left in 1995. After that Anne went to set up a new technical analysis department at 4CAST Ltd., a company established in late 1994 to provide multi-media research to institutions. She left in 1999 to accept a position at a large investment bank, but after a brief spell was convinced that she was happier in smaller, and particularly new companies.
Anne is a past chairman of the STA and also a past board member of IFTA. While she was STA chairperson, the formalised courses for the Diploma examination were started at South Bank University.
After initially starting to train as an accountant, Donald moved to stockbroking in 1953.
In 1968 he became one of the 3,000 members of the London Stock Exchange, but was bought out when personal memberships ended and companies took over. He was a partner in several firms over the years, and became an expert in warrants, and later in traded options. In 1973, with the Ionian Bank, he floated an investment trust, Archimedes, which specialised in geared securities, and remained a director of the company for its life. During his career in the City he also became a Freeman of the City of London.
Donald was a founder committee member of ACTA (the precursor of the Society of Technical Analysts) and became its second chairman. He frequently lectured about charts and their uses in investment decision making. He retired in 1990 and died on 25 October 2014.
Alexander (aka Alec) was born in 1904, Oxford educated and a stockbroker in the City before the war. He founded his own investment consultancy and investment management business, Investment Research, in Cambridge upon being demobbed in 1945. Alec was one of the first few to take the brave step of advocating investment in equities rather than gilts in the post-war era. How right he was.
“The Art of Investment”, which Alec co-wrote with another STA Fellow, John Cuningham, was published in 1955 and has since been reprinted many times. It was the first European book to introduce readers to charts and combined their usage with investment management techniques. He also co-authored “A Post-War History of the Stock Market” with another STA Fellow, Thomas H. (aka Harvey) Stewart, and wrote five more pamphlets. Alec became one of the founders of ACTA, now The Society of Technical Analysts, and was also a member of The Society of Investment Analysts (now CISI); he remains the only person ever elected as a Fellow of both.
David Fuller gave his first presentation to the STA (then ACTA) in 1970 when it was a fledgling organization. As he said, “we were convinced that we had an important analytical methodology that few people in the City understood. That view has never changed although we often debated the relative effectiveness of different TA methodologies.”
David was Managing Director and later Chairman and owner of Chart Analysis Limited, a research firm which was one of the first to publish weekly chart books in the UK, largely Point & Figure. It was a Dickensian process in those days, as some wonderful analytical colleagues will recall, not least Anne Whitby. The latest version of his research firm is www.fullertreacymoney.com, a somewhat interactive service. This site uses mostly Candlestick charts. Over the years David also gave many courses and talks on technical analysis, his basic approach being behavioural and factual technical analysis – in other words, nothing theoretical.