Head of Strategic Advisory at TSW (Thompson, Siegel & Walmsley LLC)
Cody Tafel, CMT, CAIA, serves as Head of Strategic Advisory at Thompson, Siegel & Walmsley LLC (TSW), where he leverages deep expertise in technical analysis to inform strategic investment decisions across equity and fixed income markets. With extensive proficiency in chart pattern recognition, momentum analysis, and risk management techniques, Cody applies rigorous, data-driven methodologies to enhance portfolio performance and market timing. A recognized leader in the field, he served as President of the Technical Analysis Educational Foundation (TAEF) from 2013 to 2016 and has contributed to its Board of Directors since 2010, championing education and practical application of technical analysis globally. His dual designations as Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA) underscore his commitment to professional excellence and thought leadership in applying technical insights to real-world trading and investment challenges.