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Fund Manager Profile: Cait Dourney
Name:
Tenure:
Education:
Cait
Dourney
Since
04/01/2025
- B.A., Wake Forest University, 2013
Currently Managing
| Fund Name | Management Role | Date |
|---|---|---|
| VIP Freedom Income Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom Income Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2010 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2010 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2010 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2015 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2015 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2015 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2020 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2020 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2020 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2025 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2025 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2025 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2030 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2030 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2030 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom Lifetime Income I Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Freedom Lifetime Income II Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Freedom Lifetime Income III Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom 2010 Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom 2015 Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom 2020 Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom 2025 Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom 2030 Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom Income Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2035 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2035 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2035 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2040 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2040 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2040 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2045 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2045 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2045 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2050 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2050 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2050 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2055 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2055 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2060 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2060 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2065 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2065 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2065 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2055 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2060 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom 2035 Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom 2040 Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom 2045 Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Investor Freedom 2050 Portfolio | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2070 Portfolio - Service Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2070 Portfolio - Service Class 2 | Co-Manager | 05/01/2025 to present |
| VIP Freedom 2070 Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| VIP Freedom Income Portfolio - Initial Class | Co-Manager | 05/01/2025 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Old Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Old Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 College Portfolio - Old Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 College Portfolio - Old Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 College Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Old Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Old Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 College Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 High Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 High Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 High Income Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 High Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 College Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 College Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 College Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 High Income Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Inflation Protected Bond Portfolio - Class D | Co-Manager | 04/01/2025 to present |
| MA Conservative Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Conservative Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Conservative Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE College Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA College Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH College Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2024 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2024 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2024 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2024 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ College Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Conservative Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| AZ Intermediate Treasury Index Portfolio | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2024 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| AZ College Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| AZ Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| AZ Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| AZ Conservative Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| AZ Fidelity 500 Index Portfolio | Co-Manager | 04/01/2025 to present |
| AZ Total Market Index Portfolio | Co-Manager | 04/01/2025 to present |
| AZ International Index Portfolio | Co-Manager | 04/01/2025 to present |
| MA Cash Reserves (Money Market) Portfolio | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2024 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA College Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA Conservative Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA Fidelity 500 Index Portfolio | Co-Manager | 04/01/2025 to present |
| MA Total Market Index Portfolio | Co-Manager | 04/01/2025 to present |
| MA International Index Portfolio | Co-Manager | 04/01/2025 to present |
| MA Intermediate Treasury Index Portfolio | Co-Manager | 04/01/2025 to present |
| DE Intermediate Treasury Index Portfolio | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2024 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE College Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Conservative Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Fidelity 500 Index Portfolio | Co-Manager | 04/01/2025 to present |
| DE Total Market Index Portfolio | Co-Manager | 04/01/2025 to present |
| DE International Index Portfolio | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2024 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH College Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Conservative Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Fidelity 500 Index Portfolio | Co-Manager | 04/01/2025 to present |
| NH Total Market Index Portfolio | Co-Manager | 04/01/2025 to present |
| NH International Index Portfolio | Co-Manager | 04/01/2025 to present |
| NH Intermediate Treasury Index Portfolio | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2027 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2027 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2027 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2027 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2027 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2027 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2027 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2027 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class B | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class P | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2030 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2030 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2030 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2030 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2030 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2030 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2030 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2030 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| FA 529 Asset Manager 60% Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| FA 529 Asset Manager 60% Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| FA 529 Asset Manager 60% Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2033 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2033 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2033 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2033 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2033 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2033 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2033 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2033 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class P | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2036 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2036 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2036 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2036 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2036 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2036 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2036 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2036 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Moderate Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Dividend Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stock Selector Mid Cap Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Inflation-Protected Bond Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Strategic Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 New Insights Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2025 - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Total Bond Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Aggressive Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Value Strategies Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| FA 529 Asset Manager 60% Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Growth Opportunities Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2037 - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 College Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Diversified International Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Equity Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Small Cap Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 High Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Limited Term Bond Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2028 - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2031 - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Strategic Dividend & Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2034 - Class I | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2033 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2036 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| DE College Portfolio (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2024 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2027 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2030 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2033 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2036 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| MA College Portfolio (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2024 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2027 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2030 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2033 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2036 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| NH College Portfolio (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2024 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2027 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2030 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2033 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2036 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| AZ College Portfolio (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2024 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2027 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2030 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2039 - Class I | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2039 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2039 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2039 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2039 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2039 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2039 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2039 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2039 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2039 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2039 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2039 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2039 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 College Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 College Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2025 - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2031 - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2031 - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2031 - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2034 - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2034 - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2037 - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2037 - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2037 - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2039 - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2039 - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2039 - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2039 - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 College Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 College Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2025 - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2025 - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2025 - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2028 - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2028 - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2028 - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2028 - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2031 - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2034 - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2034 - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2037 - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Aggressive Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Diversified International Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Equity Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Equity Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Equity Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Equity Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Moderate Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Asset Manager 60% Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Diversified International Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Diversified International Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Diversified International Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Dividend Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Equity Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 High Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 High Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 High Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 New Insights Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 New Insights Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Small Cap Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Small Cap Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Small Cap Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Total Bond Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Total Bond Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Total Bond Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Growth Opportunities Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 High Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Inflation-Protected Bond Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Limited Term Bond Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 New Insights Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 New Insights Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Small Cap Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Stock Selector Mid Cap Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Strategic Dividend & Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Strategic Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Total Bond Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Value Strategies Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CT College Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2024 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2027 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2030 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2033 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2036 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2039 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT College Portfolio (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2024 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2027 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2030 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2033 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2036 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2039 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| CT College Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2024 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2027 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2030 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2033 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2036 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2039 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Aggressive Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Moderate Growth Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Conservative Portfolio (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Aggressive Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Moderate Growth Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Conservative Portfolio (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Fidelity 500 Index Portfolio | Co-Manager | 04/01/2025 to present |
| CT International Index Portfolio | Co-Manager | 04/01/2025 to present |
| CT Intermediate Treasury Index Portfolio | Co-Manager | 04/01/2025 to present |
| CT Total Market Index Portfolio | Co-Manager | 04/01/2025 to present |
| CT US Sustainability Index Portfolio | Co-Manager | 04/01/2025 to present |
| CT Principal Plus Interest | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 College Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 College Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 College Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 College Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2025 - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2025 - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2025 - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2025 - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2028 - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2028 - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Stable Value Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Stable Value Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Stable Value Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Total Bond Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Total Bond Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 New Insights Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 New Insights Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Small Cap Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Small Cap Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2031 - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2028 - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Stable Value Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2028 - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Value Strategies Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Total Bond Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Total Bond Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Strategic Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Inflation-Protected Bond Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Limited Term Bond Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 New Insights Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 New Insights Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Small Cap Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Small Cap Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Stock Selector Mid Cap Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Strategic Dividend & Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2031 - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2034 - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2034 - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2037 - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2037 - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2031 - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2031 - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2034 - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2034 - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2037 - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2037 - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Equity Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Equity Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Equity Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Equity Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 High Income Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 High Income Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Equity Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Growth Opportunities Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 High Income Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 High Income Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2039 - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2039 - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2039 - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2039 - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Aggressive Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Moderate Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Asset Manager 60% Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Diversified International Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Diversified International Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Diversified International Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Diversified International Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Dividend Growth Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Stable Value Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CT Stable Value Portfolio | Co-Manager | 04/01/2025 to present |
| DE Stable Value Portfolio | Co-Manager | 04/01/2025 to present |
| AZ Stable Value Portfolio | Co-Manager | 04/01/2025 to present |
| NH Stable Value Portfolio | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Sustainable Multi-Asset Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Sustainable Multi-Asset Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| CT Sustainable Multi-Asset Portfolio | Co-Manager | 04/01/2025 to present |
| NH Sustainable Multi-Asset Portfolio | Co-Manager | 04/01/2025 to present |
| MA Sustainable Multi-Asset Portfolio | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2042 - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2042 - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2042 - Class I | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Portfolio 2042 - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2042 - Class A | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2042 - Class P | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class C | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class I | Co-Manager | 04/01/2025 to present |
| Fidelity Advisor 529 Portfolio 2042 - Class P | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2042 - Class C | Co-Manager | 04/01/2025 to present |
| CHET Advisor 529 Portfolio 2042 - Class I | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2042 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2042 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| AZ Portfolio 2042 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2042 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2042 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| CT Portfolio 2042 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2042 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2042 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| DE Portfolio 2042 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2042 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2042 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| MA Portfolio 2042 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2042 (Fidelity Blend) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2042 (Fidelity Funds) | Co-Manager | 04/01/2025 to present |
| NH Portfolio 2042 (Fidelity Index) | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Stable Value Portfolio - Class A | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Stable Value Portfolio - Class C | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Stable Value Portfolio - Class P | Co-Manager | 04/01/2025 to present |
| OklahomaDream 529 Stable Value Portfolio - Class I | Co-Manager | 04/01/2025 to present |
| MA Climate Action Portfolio | Co-Manager | 04/01/2025 to present |
Previously Managing
| Fund Name | Management Role | Date |
|---|