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Fund Manager Profile: Bruno Weinberg Crocco
Name:
Tenure:
Education:
Bruno
Weinberg Crocco
Since
09/01/2021
- B.S., Boston University, 2009
- M.S., Boston University, 2009
Currently Managing
| Fund Name | Management Role | Date |
|---|---|---|
| MA Climate Action Portfolio | Co-Manager | 12/27/2024 to present |
| Fidelity Sustainable Target Date 2070 Fund - Class K | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Sustainable Target Date 2070 Fund - Class M | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Sustainable Target Date 2070 Fund - Class A | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Sustainable Target Date 2070 Fund - Class Z | Co-Manager | 06/28/2024 to present |
| Fidelity Sustainable Target Date 2070 Fund | Co-Manager | 06/28/2024 to present |
| Fidelity Sustainable Target Date 2070 Fund - Class K6 | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Sustainable Target Date 2070 Fund - Class C | Co-Manager | 06/28/2024 to present |
| Fidelity Advisor Sustainable Target Date 2070 Fund - Class I | Co-Manager | 06/28/2024 to present |
| OklahomaDream 529 Stable Value Portfolio - Class A | Co-Manager | 03/26/2024 to present |
| OklahomaDream 529 Stable Value Portfolio - Class I | Co-Manager | 03/26/2024 to present |
| OklahomaDream 529 Stable Value Portfolio - Class P | Co-Manager | 03/26/2024 to present |
| OklahomaDream 529 Stable Value Portfolio - Class C | Co-Manager | 03/26/2024 to present |
| Fidelity Sustainable Target Date Income Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date Income Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date Income Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date Income Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date Income Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date Income Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2020 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2020 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2025 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2025 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date Income Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date Income Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date Income Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2020 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2020 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2025 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2025 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2010 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2010 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2015 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2015 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2030 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2035 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2035 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2030 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2010 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2015 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2030 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2035 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2035 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2030 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2010 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2015 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2050 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2055 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2050 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2050 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2050 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2055 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2055 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2055 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2040 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2040 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2040 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2045 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2045 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2060 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2060 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2065 Fund | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2065 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2040 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2045 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2045 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2060 Fund - Class K | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2060 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class A | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class C | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class M | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class I | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class Z6 | Co-Manager | 05/11/2023 to present |
| Fidelity Sustainable Target Date 2065 Fund - Class K6 | Co-Manager | 05/11/2023 to present |
| Fidelity Advisor Sustainable Target Date 2065 Fund - Class Z | Co-Manager | 05/11/2023 to present |
| 30% Allocation Fund | Co-Manager | 03/01/2023 to present |
| 85% Allocation Fund | Co-Manager | 03/01/2023 to present |
| 70% Allocation Fund | Co-Manager | 03/01/2023 to present |
| 50% Allocation Fund | Co-Manager | 03/01/2023 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class C | Co-Manager | 12/28/2022 to present |
| AZ Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| CHET Advisor 529 Portfolio 2042 - Class A | Co-Manager | 12/28/2022 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class A | Co-Manager | 12/28/2022 to present |
| OklahomaDream 529 Portfolio 2042 - Class P | Co-Manager | 12/28/2022 to present |
| OklahomaDream 529 Portfolio 2042 - Class I | Co-Manager | 12/28/2022 to present |
| OklahomaDream 529 Portfolio 2042 - Class C | Co-Manager | 12/28/2022 to present |
| OklahomaDream 529 Portfolio 2042 - Class A | Co-Manager | 12/28/2022 to present |
| CHET Advisor 529 Portfolio 2042 - Class I | Co-Manager | 12/28/2022 to present |
| NH Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| CHET Advisor 529 Portfolio 2042 - Class C | Co-Manager | 12/28/2022 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class P | Co-Manager | 12/28/2022 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class I | Co-Manager | 12/28/2022 to present |
| NH Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| MA Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| MA Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| DE Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| DE Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| CT Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| CT Portfolio 2042 (Fidelity Blend) | Co-Manager | 12/28/2022 to present |
| AZ Portfolio 2042 (Fidelity Funds) | Co-Manager | 12/28/2022 to present |
| CHET Advisor 529 Portfolio 2042 - Class P | Co-Manager | 12/28/2022 to present |
| MA Sustainable Multi-Asset Portfolio | Co-Manager | 07/27/2022 to present |
| CT Sustainable Multi-Asset Portfolio | Co-Manager | 07/27/2022 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class I | Co-Manager | 07/27/2022 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class P | Co-Manager | 07/27/2022 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class I | Co-Manager | 07/27/2022 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class P | Co-Manager | 07/27/2022 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class C | Co-Manager | 07/27/2022 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class A | Co-Manager | 07/27/2022 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class C | Co-Manager | 07/27/2022 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class A | Co-Manager | 07/27/2022 to present |
| NH Sustainable Multi-Asset Portfolio | Co-Manager | 07/27/2022 to present |
| AZ Stable Value Portfolio | Co-Manager | 03/29/2022 to present |
| DE Stable Value Portfolio | Co-Manager | 03/29/2022 to present |
| CT Stable Value Portfolio | Co-Manager | 03/29/2022 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class I | Co-Manager | 03/29/2022 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class P | Co-Manager | 03/29/2022 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class C | Co-Manager | 03/29/2022 to present |
| NH Stable Value Portfolio | Co-Manager | 03/29/2022 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class A | Co-Manager | 03/29/2022 to present |
| Fidelity Advisor Sustainable Multi-Asset Fund - Class M | Co-Manager | 02/10/2022 to present |
| Fidelity Advisor Sustainable Multi-Asset Fund - Class A | Co-Manager | 02/10/2022 to present |
| Fidelity Advisor Sustainable Multi-Asset Fund - Class C | Co-Manager | 02/10/2022 to present |
| Fidelity Sustainable Multi-Asset Fund | Co-Manager | 02/10/2022 to present |
| Fidelity Advisor Sustainable Multi-Asset Fund - Class I | Co-Manager | 02/10/2022 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Old Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Old Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 College Portfolio - Old Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 College Portfolio - Old Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 College Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Old Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Old Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 College Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 High Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 High Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 High Income Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 High Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 College Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 College Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 College Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 High Income Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Inflation Protected Bond Portfolio - Class D | Co-Manager | 09/01/2021 to present |
| MA Conservative Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE Conservative Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH Conservative Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE College Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| MA College Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH College Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| MA Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| MA Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2024 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2024 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2024 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2024 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| AZ College Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| AZ Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| AZ Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| AZ Conservative Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| MA Cash Reserves (Money Market) Portfolio | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2027 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2027 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2027 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2027 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class B | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class P | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2030 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2030 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2030 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2030 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| FA 529 Asset Manager 60% Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| FA 529 Asset Manager 60% Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| FA 529 Asset Manager 60% Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2033 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2033 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2033 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2033 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class P | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2036 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2036 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2036 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2036 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| FA 529 Asset Manager 60% Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 College Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 High Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class I | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2033 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2036 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| DE College Portfolio (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2024 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2027 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2030 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2033 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2036 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| MA College Portfolio (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2024 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2027 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2030 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2033 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2036 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| NH College Portfolio (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2024 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2027 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2030 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2033 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2036 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| AZ College Portfolio (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2024 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2027 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2030 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class A | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class C | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class P | Co-Manager | 09/01/2021 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class I | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2039 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| AZ Portfolio 2039 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2039 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| DE Portfolio 2039 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2039 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| MA Portfolio 2039 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2039 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| NH Portfolio 2039 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 College Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 College Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2025 - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2031 - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2031 - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2031 - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2034 - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2034 - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2037 - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2037 - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2037 - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2039 - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2039 - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2039 - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2039 - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 College Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 College Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2025 - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2025 - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2025 - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2028 - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2028 - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2028 - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2028 - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2031 - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2034 - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2034 - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Portfolio 2037 - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Diversified International Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Equity Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Equity Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Equity Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Equity Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Diversified International Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Diversified International Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Diversified International Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 High Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 High Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 High Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 New Insights Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 New Insights Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Small Cap Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Small Cap Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Small Cap Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Total Bond Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Total Bond Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Total Bond Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 High Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 New Insights Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 New Insights Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Small Cap Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Total Bond Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CT College Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2024 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2027 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2030 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2033 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2036 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2039 (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CT College Portfolio (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2024 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2027 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2030 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2033 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2036 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| CT Portfolio 2039 (Fidelity Blend) | Co-Manager | 09/01/2021 to present |
| CT Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CT Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CT Conservative Portfolio (Fidelity Funds) | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 College Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 College Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 College Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 College Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2025 - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2025 - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2025 - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2025 - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2028 - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2028 - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Stable Value Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Stable Value Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Stable Value Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Total Bond Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Total Bond Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 New Insights Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 New Insights Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Small Cap Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Small Cap Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2031 - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2028 - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Stable Value Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2028 - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Total Bond Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Total Bond Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 New Insights Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 New Insights Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Small Cap Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Small Cap Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2031 - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2034 - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2034 - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2037 - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2037 - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2031 - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2031 - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2034 - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2034 - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2037 - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2037 - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Equity Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Equity Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Equity Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 High Income Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 High Income Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Equity Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 High Income Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 High Income Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2039 - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2039 - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2039 - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Portfolio 2039 - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Diversified International Portfolio - Class A | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Diversified International Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Diversified International Portfolio - Class P | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Diversified International Portfolio - Class I | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class C | Co-Manager | 09/01/2021 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class A | Co-Manager | 09/01/2021 to present |
Previously Managing
| Fund Name | Management Role | Date |
|---|---|---|
| Fidelity Advisor 529 Money Market Portfolio - Class P | Co-Manager | 09/01/2021 to 09/09/2022 |
| Fidelity Advisor 529 Money Market Portfolio - Class A | Co-Manager | 09/01/2021 to 09/09/2022 |
| Fidelity Advisor 529 Money Market Portfolio - Class B | Co-Manager | 09/01/2021 to 09/09/2022 |
| Fidelity Advisor 529 Money Market Portfolio - Class C | Co-Manager | 09/01/2021 to 09/09/2022 |
| Fidelity Advisor 529 Portfolio 2022 -Old Class A | Co-Manager | 09/01/2021 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 -Old Class B | Co-Manager | 09/01/2021 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class D | Co-Manager | 09/01/2021 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class P | Co-Manager | 09/01/2021 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class A | Co-Manager | 09/01/2021 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class B | Co-Manager | 09/01/2021 to 12/02/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class C | Co-Manager | 09/01/2021 to 12/02/2022 |
| Fidelity Advisor 529 Money Market Portfolio - Class D | Co-Manager | 09/01/2021 to 09/09/2022 |
| DE Portfolio 2021 (Fidelity Funds) | Co-Manager | 09/01/2021 to 12/02/2022 |
| NH Portfolio 2021 (Fidelity Funds) | Co-Manager | 09/01/2021 to 12/02/2022 |
| MA Portfolio 2021 (Fidelity Funds) | Co-Manager | 09/01/2021 to 12/02/2022 |
| AZ Portfolio 2021 (Fidelity Funds) | Co-Manager | 09/01/2021 to 12/02/2022 |
| AZ Cash Reserves (Money Market) Portfolio | Co-Manager | 09/01/2021 to 05/02/2022 |
| DE Cash Reserves (Money Market) Portfolio | Co-Manager | 09/01/2021 to 05/02/2022 |
| NH Cash Reserves (Money Market) Portfolio | Co-Manager | 09/01/2021 to 09/12/2022 |
| Fidelity Advisor 529 Money Market Portfolio - Class I | Co-Manager | 09/01/2021 to 09/09/2022 |
| Fidelity Advisor 529 Portfolio 2022 - Class I | Co-Manager | 09/01/2021 to 12/02/2022 |
| DE Portfolio 2021 (Fidelity Blend) | Co-Manager | 09/01/2021 to 12/02/2022 |
| MA Portfolio 2021 (Fidelity Blend) | Co-Manager | 09/01/2021 to 12/02/2022 |
| NH Portfolio 2021 (Fidelity Blend) | Co-Manager | 09/01/2021 to 12/02/2022 |
| AZ Portfolio 2021 (Fidelity Blend) | Co-Manager | 09/01/2021 to 12/02/2022 |
| OklahomaDream 529 Portfolio 2022 - Class A | Co-Manager | 09/01/2021 to 12/02/2022 |
| OklahomaDream 529 Portfolio 2022 - Class P | Co-Manager | 09/01/2021 to 12/02/2022 |
| OklahomaDream 529 Portfolio 2022 - Class C | Co-Manager | 09/01/2021 to 12/02/2022 |
| OklahomaDream 529 Portfolio 2022 - Class I | Co-Manager | 09/01/2021 to 12/02/2022 |
| OklahomaDream 529 Money Market Portfolio - Class A | Co-Manager | 09/01/2021 to 04/30/2024 |
| OklahomaDream 529 Money Market Portfolio - Class C | Co-Manager | 09/01/2021 to 04/30/2024 |
| OklahomaDream 529 Money Market Portfolio - Class I | Co-Manager | 09/01/2021 to 04/30/2024 |
| OklahomaDream 529 Money Market Portfolio - Class P | Co-Manager | 09/01/2021 to 04/30/2024 |
| CT Portfolio 2021 (Fidelity Funds) | Co-Manager | 09/01/2021 to 12/02/2022 |
| CT Portfolio 2021 (Fidelity Blend) | Co-Manager | 09/01/2021 to 12/02/2022 |
| CT Money Market | Co-Manager | 09/01/2021 to 05/02/2022 |
| CHET Advisor 529 Portfolio 2022 - Class A | Co-Manager | 09/01/2021 to 12/02/2022 |
| CHET Advisor 529 Portfolio 2022 - Class C | Co-Manager | 09/01/2021 to 12/02/2022 |
| CHET Advisor 529 Portfolio 2022 - Class P | Co-Manager | 09/01/2021 to 12/02/2022 |
| CHET Advisor 529 Portfolio 2022 - Class I | Co-Manager | 09/01/2021 to 12/02/2022 |