Fidelity Stock Pitch

Judges

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).

William J. Monroe, CFA - Putnam Investments
Analyst, Investment Management

Mr. Monroe is an Analyst in the Mid Cap Equity Research group, covering small and midsize compnaies in the industrial sector. He is responsible for conducting fundamental analysis and valuation of the companies in these industries and making buy/sell recommendations. Mr. Monroe, a CFA charterholder, joined Putnam in 2012 and has been in the investment industry since 1996.

Prior to joining Putnam Investments he worked at Bisys Investment Services (1996-1997), Mercer Investment Consulting (1997-1999)), Ariel Capital Management (1999-2000), American Century Investment Management (2002-2008) and Federated Investors as a Senior Investment Analyst (2008-2012).

Mr. Monroe earned his MBA from University of Chicago, Booth School of Business and his BS in finance from Miami University.

Boris Shepov - Fidelity Investments
Research Analyst

Borys Shepov is a research analyst 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. Shepov is responsible for coverage of cyclical international auto parts, tires, trucks and auto manufacturer stocks. He currently manages Select Industrial Equipment Portfolio and co-manages Fidelity International Equity Central Fund.

Mr. Shepov assumed co-management responsibilities for Select Industrial Equipment Portfolio in August 2012 and began fully managing the portfolio in January 2013.

Prior to joining Fidelity Investments in August 2008, Mr. Shepov served as a Global Financial Risk Management summer associate for Barclays Capital in New York during the summer of 2007. In his role, he was a part of the Hedge Funds group and was responsible for conducting due diligence and presenting reports on hedge funds with up to $12 billion in assets under management. Mr. Shepov was an associate for Withum, Smith & Brown, PC in New Brunswick, New Jersey in 2006 where he was responsible for planning and conducting audit engagements in various market sectors.

From 2003 to 2006, Mr. Shepov was an analyst for Ingis & Company, PA in Englewood, New Jersey and performed tax planning, entity restructuring and technical research. He began his career in 1999 as a managing partner and founder of Parallel, LLC, a consulting practice focused on delivering financial and computer solutions based in Kiev, Ukraine.

Mr. Shepov received a combined bachelor of science and masters of science degree in finance from the Kiev University of Trade and Economics in 1999 and his MBA from The Johnson Graduate School of Management at Cornell University in 2008.

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.