2014 Keynote Speaker
S. Joseph Wickwire, II, CFA
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.