2016 Keynote Speaker - John D. Roth
CFA, Portfolio Manager, FMRCo
John Roth 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 Fidelity New Millennium Fund and Fidelity Mid-Cap Stock Fund, and co-manages Fidelity Advisor New Insights Fund.
Prior to assuming his current co-management responsibilities in 2013, and his management duties for Fidelity Mid-Cap Stock Fund in 2011, John was a co-manager of Fidelity Balanced Fund, Fidelity Advisor Balanced Fund and Fidelity Series All-Sector Equity Fund from 2008 to 2011. He also managed the consumer discretionary sub-portfolio of VIP Contrafund from 2007 to 2011. Previously, John held various other roles at Fidelity, including that of consumer sector leader/portfolio manager of Select Consumer Discretionary Portfolio, VIP Consumer Discretionary Portfolio and Fidelity Advisor Consumer Discretionary Fund from 2004 to 2006, portfolio manager of Select Chemicals Portfolio from 2002 to 2004 and Select Utilities Portfolio from 1999 to 2002, and equity analyst starting in 1999. Before joining Fidelity full-time in 1999, John worked as an equity trader at Tucker Anthony from 1992 to 1997. He has been in the investments industry since 1992.
John earned his bachelor of arts degree in economics from Colby College and his master of business administration degree from the MIT Sloan School of Management. He is also a Chartered Financial Analyst (CFA) charterholder.