Fill The Gap: The Official Podcast of the CMT Association

Episode 15: Ian McMillan, CMT

March 11, 2022 Ian McMillan, CMT with Tyler Wood and Dave Lundgren, CMT, CFA Season 2 Episode 15
Fill The Gap: The Official Podcast of the CMT Association
Episode 15: Ian McMillan, CMT
Show Notes

Ian McMillan, CMT, and his colleagues run an RIA in a less-than-traditional approach... They use technical analysis to participate in trends and limit downside risk. For clients who are used to being stuck in a diversified portfolio of passive holdings, the education process can be a paradigm shift.

In the March episode of Fill the Gap, Ian will discuss the challenges of non-trending markets, and the coaching his firm does with clients. Starting with the simple concept of a moving average cross, clients begin to understand the philosophy of trend following.

Ian does not mince words. Gamecocks 2023! And, markets are not efficient. Emotions and cognitive biases lead to poor investment decisions. The flip side of this is that they also create opportunities for those that have mastered investing without emotion. Ian’s podcast co-host and investing partner David Zarling, CMT developed a money management approach for identifying market leadership, risks, and price trends that was designed to consistently participate in themes of strength. 

When he is not managing client money, tweeting market observations @the_chart_life, or leading the effort for financial literacy (, Ian is talking with David on their Podcast: The Weekly Trend.

Ian McMillan, CMT has been in the wealth management/RIA arena for 11 years.  He currently serves as Market Technician at Client First Tax & Wealth Advisors.  Prior to his role at Client First, Ian was a Senior Analyst based out of the Washington DC area.  Ian spends a portion of his time consulting with other firms in the area as to how they can best incorporate Technical Analysis into their own practices and portfolio management strategies.

Ian graduated from the University of South Carolina in 2010 with a Bachelor’s Degree in Finance.  Ian then pursued his MBA at The Citadel, with a concentration in Asset Allocation.

Enjoy episode #15 with our special guest Ian McMillan, CMT


To better understand the concepts covered, and current market commentary, we recommend reviewing the supplemental resources accompanying this episode using this link