Fidelity Stock Pitch

2015 Keynote Speaker

S. Joseph Wickwire, II, CFA

Portfolio Manager


Joe Wickwire is a portfolio manager 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 manages Select Gold Portfolio (since 2007), Fidelity Advisor Gold Fund (since 2007), and Fidelity Global Commodity Stock Fund (since 2009).


Prior to joining Fidelity as a portfolio manager in 2007, Joe held various positions over a 20 year tenure with Wells Capital Management (formerly Evergreen Investments), including that of portfolio manager of a precious metals fund from 2004 to 2007, director and international equity analyst from 1999 to 2004, senior research associate from 1997 to 1999, and various other roles from 1987 to 1997. He has been in the investments industry since 1987.


Joe earned his bachelor of arts degree in history from Boston College and his master of business administration degree in investment finance and international business from Bentley University. He is also a Chartered Financial Analyst (CFA) charterholder. In 2011, Brendan Wood International named Joe one of its “Top-Gun 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, Financial Times, and The Wall Street Journal; and has presented at the University of Chicago’s Booth School of Business, Boston College’s Carroll School of Management, Cornell University’s Johnson School of Management, and the Harvard Business School. Joe currently serves on the Bentley University Hughey Center for Financial Services Advisory Board and is a member of the Boston Security Analysts Society.