The United States Chapter is the largest national body within CMT Association, encompassing a vast network of local communities from New York to San Francisco. It is the historical home of our Association and continues to be a center of innovation, leadership, and community for thousands of members. Our Association was founded in New York City in the early 1970s by a small group of practitioners. The first CMT charters were awarded in the US on September 5, 1989. What started as a local organization for market letter writers has grown into a diverse national community with dozens of local chapters, reflecting the discipline’s widespread adoption across the country.
The North East US Chapter is committed to supporting the diverse professional needs of members situated along this critical corridor of the global financial industry, from Boston to New York. Our mission is to serve as a vital, unifying link, facilitating direct access to world-class educational content and connecting local practitioners with the immense resources of the global CMT Association. We achieve this through a robust network of city-level communities that host frequent, high-impact events and seminars. We value strategic connectivity, thought leadership, and career acceleration, ensuring our members—who operate at the heart of institutional finance—have the intellectual tools and professional network required to navigate complex markets. We actively champion the CMT designation, positioning our community as the indispensable hub for technical analysis excellence in the region.
Steward the CMT Association mission at the national level, extending engagement to members and stakeholders beyond individual city communities.
Lead national advocacy for technical analysis with regulators, financial media, and institutional employers.
Provide governance oversight and leadership for city Communities, ensuring consistent standards, reporting, and volunteer support across the country.
Understanding Groups and Gigs
A Group is an ongoing, strategic body of volunteers who collaborate on a defined mission over an extended period. Groups have formal governance, defined membership, and regular meeting cadences. Joining a group means becoming part of a team committed to driving long-term impact within CMT.
A Gig is a short-term, tactical assignment with a clear deliverable and timeline. Gigs are ideal for volunteers who want to contribute their expertise to a specific task without a long-term commitment. They are time-boxed and goal-oriented.
| Group | |
|---|---|
| Ideal Candidate |
Eligible CMT Journey Stages
Chairs/Officers: Active Professional Member (preferred Active Charter Holder); Members: Active Professional Member or Affiliate Member
Key Competencies
Organizing; partnerships; budget basics
Suggested Career Age & TA Depth
6+ years experience; 3+ years TA |
| What You'll Do |
Core Activities
Engage members and partners outside city Communities through national communications, virtual touchpoints, and cross-city initiatives. Host annual or flagship Chapter summits and thematic inclusion campaigns that bring multiple Communities together. Meet regularly with national regulators and financial media outlets to promote recognition of technical analysis and the CMT Program. Coordinate and support Community leaders, including scheduling leadership calls, sharing programming templates, and tracking basic governance and reporting. Hire and onboard Chapter-level volunteers and conduct regular Chapter volunteer meetings to review progress and plan upcoming programs. |
| Time Commitment |
Recommended Time Commitment & Cadence
Chapter leaders should expect a commitment of 6–12 hours per month. This includes approximately 1–2 hours for the formal monthly meeting, with the remaining time dedicated to stakeholder engagement, partnership development, and overseeing city-level Communities. Time commitments may spike to 15+ hours during national seminars or major regional event months.
Chapters are required to hold formal leadership meetings at least four times per fiscal year (quarterly). While quarterly is the minimum, most active chapters convene monthly or every 6–8 weeks to coordinate regional programming, advocacy initiatives, and community support.
Member Appointment & Term
BYLAWS §8.02(E): The members of the committee shall be appointed by the committee chair with the approval of the Board to serve for a term of one (1) year or such longer period as the Board may determine, provided that no individual shall serve as a member of a committee (including anytime as committee chair) for more than four (4) consecutive years.
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Available short-term assignments will be listed here.