Fidelity Stock Pitch

Judges for the Undergraduate Stock Pitch Challenge come from the top echelon of the investment industry. We are grateful to them for bringing their expertise and donating their time for this event.

Undergraduate Stock Pitch

 

Bruce L. Glazer - Wellington Management
Senior Vice President, Partner, and Global Industry Analyst

As a global industry analyst in Global Industry Research, Bruce conducts fundamental research on the computer and business service sectors. His specific areas of analysis include data center outsourcing, transaction/information processing, information technology professional services, and temporary staffing.

Prior to joining Wellington Management in 1997, Bruce worked as an equity research analyst covering the health care industry at Montgomery Securities, Inc. (1993-1995) and at Kidder, Peabody & Co., Inc. (1990-1993).

Bruce majored in finance and received his MBA from the University of Pennsylvania (Wharton, 1997). He also holds a BA in government with distinction, from Cornell University (1990).

Mark E. Vincent - Wellington Management
Vice President and Equity Research Analyst

As an equity research analyst on the Quality Value team in Wellington Management's global Equity Portfolio Managment Group, Mark covers telecom and materials stocks. He conducts fundamental analysis and makes buy/sell recommendations to portfolio managers based on his findings and market conditions.

Mark joined Wellington Mangement in 2008 upon completion of his MBA. During the summer of 2007 Mark interned at the firm as a Global Industry Analyst covering the titanium industry. Prior to business school Mark founded and operated AllPrints Interactive (2002-2006), a direct seller of framed artwork.

Mark received his MBA from Cornell University (2008) and his BA in finance from Bentley College (2002).

Kathryn B. Lakin - Putnam Investments
Assistant Director of Research
Analyst, Investment Management

Ms. Lakin is an Assistant Director of Research and an Analyst in the U.S. Large Cap Equity Research group, covering consumer staples, specifically packaged food. She is responsible for conducting fundamental analysis and valuation of the companies in this industry and making buy/sell recommendations. In addition, she oversees and manages the Equity Associate internship and full-time program. Ms. Lakin joined Putnam in 2012 and has been in the investment industry since 2008.

Fahim Razzaque, CFA – Fidelity Investments
Equity Research Analyst

Fahim Razzaque is an equity research analyst at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, he is a member of the Small Cap Team covering domestic technology stocks. In this capacity, he is also responsible for analyzing public equity securities and for making recommendations to portfolio managers.

Prior to assuming his current position in August 2008, Fahim worked as an equity research intern at Adage Capital Management in 2007, as a senior engineer at Qualcomm from 2004 to 2006, and as an electrical engineer at HP from 2001 to 2004. He has been in the investments industry since 2007.

Fahim earned his bachelor of science degree in computer engineering from the University of Michigan, his master of science degree in electrical and computer engineering from Georgia Tech, and his master of business administration degree in finance from Cornell University. He is also a Chartered Financial Analyst (CFA) charterholder.

S. Joseph Wickwire, II, CFA 
Fidelity Investments
Portfolio Manager

S. Joseph Wickwire, II, is a portfolio manager for Fidelity Asset Management. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.

Mr. Wickwire currently manages Select Gold Portfolio, Fidelity Advisor Gold Fund and Fidelity Global Commodity Stock Fund. He assumed management responsibilities for Select Gold Portfolio and Fidelity Advisor Gold Fund in August 2007 and Fidelity Global Commodity Stock in March 2009.

Prior to joining Fidelity in June 2007, Mr. Wickwire spent 20 years at Wells Capital Management (formerly Evergreen Investments) in Boston. While there he managed a precious metals fund for Evergreen Investment Management Company from 2004 to 2007. Prior to that, Mr. Wickwire served as a director and an analyst from 1999 to 2004. During his time in this role, his analytical responsibilities included the Canadian, Australian and New Zealand equity markets, as well as the precious metal, base metal and paper industries. From 1997 to 1999, he was a senior research associate working directly with the chief investment officer and senior portfolio manager of the International Investment Department. Mr. Wickwire served in a variety of roles for Evergreen Investments from 1987 to 1997.

In 2011, Brendan Wood International named Mr. Wickwire one of its “TopGun US Metals and Mining Investment Minds.” He has appeared on the Bloomberg Business, CNBC and Fox Business television news channels; been quoted in Barron’s, The New York Times, and The Wall Street Journal; and has presented at the University of Chicago’s Booth School of Business and the Harvard Business School. He is a member of the Boston Security Analysts Society.

Mr. Wickwire received a bachelor of arts degree in history from Boston College in 1986 and a master of business administration degree with a concentration in investment finance and international business from Bentley University in 1993. He holds his FINRA Series 7, 6 and 63 licenses and is a CFA charter holder.