Allianz Global Investors
1633 Broadway
43rd Floor
New York, NY 10019
Steven Piekara
Director 529 Product Manager
Bus: 212-739-4143
Bus Fax: 212-739-4440
Email: steven.piekara@allianzgi.com
American Century Investments
4500 Main Street
Kansas City, MO 64111
Stacey Belford
Vice President, 529 Sales
Bus: (816) 340-3115
Bus Fax: (816) 340-3995
Email: stacey_belford@americancentury.com
Bank of America/Merrill Lynch
1400 Merrill Lynch Drive – 4th fl
Pennington, NJ 08534
Richard J. Polimeni
Director, Education Savings Programs
Office: 609-274-5030
Cell: 732-371-8799
Fax: 609-274-0459
Email: Richard_Polimeni@ml.com
BlackRock/iShares
55 East 52nd Street
New York, NY 10055
Tom Morgan
Phone: 212-810-3573
Email: tom.morgan@blackrock.com
DST Systems
2000 Crown Colony Drive
Quincy, MA 02169
Mary Nickeson
Bus: (617) 521-6620
Bus Fax: (617) 483-7202
Email: mnickeson@dstsystems.com
Capital Research and Management Company
333 S. Hope Street
Los Angeles, CA 90071
Maria Manotok
Phone: 213-615-0200
Email: MRM@capgroup.com
College Savings Bank, a Division of NexBank SSB
2515 McKinney Avenue
Suite 1100
Dallas, TX 75201
Regina Carmon
Marketing Director
T: 609.987.3752
C: 732.925.3153
F: 214.481.1289 | Attention: Operations
Email: Regina.Carmon@NexBank.com
Joanna Rotter
NexBank
2515 McKinney Ave
Suite 1100
Dallas, TX 75201
Office: 972 -763- 4090
Email: JoAnna.Rotter@NexBank.com
Fidelity Investments
155 Seaport Blvd,
ZW9A
Boston, MA 02210
Mary Connors
Senior Legal Counsel
Ph: (617) 563-2764
Fax: (617) 385-1437
Email: Mary.A.Connors@FMR.COM
Franklin Templeton Investments
101 John Kennedy Parkway
Short Hills, NJ 07078-2707
Roger Michaud
Senior Vice President
U.S. Advisor Services
Bus: (800) 462-1216 x36518
Other Bus: (973) 912-3704
Cell: (973) 997-0315
Bus Fax: 973-912-3385
Email: rmichaud@frk.com
John Hancock Financial Services
601 Congress Street
Boston, MA 02210
John Bryson
Vice President, Product Management
John Hancock College Savings
Phone: 617-663-4258
Bus. Fax: (617) 663-2226
Email: jbryson@jhancock.com
Deborah Smith
Phone: 617-663-4702
Email: deborahsmith@jhancock.com
Northstar Financial Services Group
Northern Lights Distributors
Omaha, NE 68130
Bill Wostoupal
President
17605 Wright Street
Phone: 402-896-7194
Email: billw@nldistributors.com
Kate Yockey
Email: Katie.Yockey@nstar-financial.com
Phone: 402-896-7621.
OppenheimerFunds
98 Crown Point Place
Castle Rock, CO 80108
Chris Werner
Vice President
College Savings Distribution & Investments
Cell – 303-589-5091
Fax – 303-733-7946
Email: cwerner@ofiglobal.com
Two World Financial Center
225 Liberty Street, 11th Floor
New York, NY 10281
Raquel Granahan
Sr Vice President, Director of College Savings
Bus: (212) 323-0529
Bus Fax: (212) 912-6570
Email: rgranahan@oppenheimerfunds.com
TIAA
555 12th Street
Suite 1280
Oakland, CA 94607
Vivian Tsai
Senior Director, Head of Relationship Management
Office: 510-907-2646
Cell: 925-413-5722
Email: Vivian.Tsai@TIAA.org
Jean Seidel
Director – Operations Management
Office: 617-788-1415
Email: Jean.seidel@tiaa.org
Virginia529
9001 Arboretum Parkway
Richmond, VA 23236
Mary Morris
CEO
Bus: (804) 786-0832
Bus Fax: (804) 323-2707
Email: mmorris@virginia529.com
Voya Investment Management
One Orange Way, C1S
Windsor, CT 06095
Rob Tirrell
529 Business Development Specialist
Bus: 413.219.8376
Email: Robert.Tirrell@Voya.com
BNY Mellon
4400 Computer Drive
Westboro, MA 01588
Susan Curboy
Phone: 508-871-4021
Email: susan.curboy@bnymellon.com
Mintz Levin
One Financial Center
Boston, MA 02111
Len Weiser-Varon
Bus: 617-348-1758
Bus. Fax: 617-542-2241
Email: lweiservaron@mintz.com
AKF Consulting Group
757 Third Avenue
12th Floor (AIM)
New York, NY 10017
Andrea Feirstein
Managing Director
Bus: 646-218-9864
Fax: 212-595-1492
Cell: 917-865-2169
Email: andrea@akfconsulting.com
CollegeInvest
1560 Broadway
Suite 1700
Denver, CO 80202
Angela Baier
Bus. 303-376-8807 Ext. 830
Bus. Fax: 303-296-4811
Email: abaier@collegeinvest.org
Pete D’Angio
Advisor Relations
Email: pdangio@collegeinvest.org
Education Trust of Alaska
PO Box 755120
Fairbanks, AK 99775-5120
Tammi Weaver
Bus. 907-450-8121
Bus. Fax: 907-450-8023
Email: tyweaver@alaska.edu
GiftofCollege.com
12638 N 145th Way
Scottsdale, AZ 85259
Wayne Weber
Bus: (714) 483-6342
Email: wayne@giftofcollege.com
Indiana Education Savings Authority
1 N. Capitol Ave.
Suite 900
Indianapolis, IN 46204
Troy Montigney
Phone: 317-232-5259
Fax: 317-232-6650
Email: tmontigney@tos.in.gov
Invite Education
One Boston Place
26th Floor
Boston, MA 02108
Peter Mazareas
Phone: 617-807-0320
Email: peter@inviteeducation.com
Weston Patrick P.A.
84 State Street
11th Floor
Boston, MA 02109
Mark Chapleau
Bus: 781-888-5323
Email: mac@weston-patrick.com
Massachusetts Educational Financing Authority
60 State Street
Suite 900
Boston, MA 02109
Thomas Graf
Executive Director
Bus: (617) 224-4801
800-449-6332
Email: tgraf@mefa.org
Elizabeth Fontaine
Deputy Executive Director
Bus: (617) 224-4802
Cell: (617) 901-7019.
Email: efontaine@mefa.org
my529
PO Box 145100
Salt Lake City, UT 84114-5100
Lynne Ward
Bus: 801-321-7157
Bus. Fax: 801-321-7299
Email: lward@my529.org
Nebraska College Savings Plan
State Capitol
Room 2005
PO Box 94788
Lincoln, NE 68509-4788
Rachel Biar
Assistant State Treasurer
Phone : 402-471-1088
Fax: (402)471-4390
Email: Rachel.biar@nebraska.gov
New Hampshire College Tuition Savings Plan Advisory Commission
25 Capitol Street
State House Annex
Room 121
Concord, NH 03301
William Dwyer
Treasurer
Bus: (603) 271-2621
Fax: (603) 271-3922
Email: bdwyer@treasury.state.nh.us
Ohio Tuition Trust Authority
35 East Chestnut Street
8th Floor
Columbus, OH 43215
Tim Gorrell
Executive Director
Bus: (614) 466-4229
Fax: (614) 644-5009
Email: tgorrell@collegeadvantage.com
Private College 529
7425 Forsyth Blvd.
Suite 194
St Louis, MO 63112
Nancy Farmer
Executive Director
Bus.: 314 -727-0900
Fax: 314 -727- 0930
Email: nancy@pc529.com
Saving for College LLC
444 Brickell Avenue
Suite 820
Miami, FL 33131
Marcos Cordero
Phone: 954-770-5136
Email: Marcos@savingforcollege.com
ScholarShare Investment Board
915 Capitol Mall
Sacramento, CA 95814
Julio Martinez
Executive Director
Direct phone number: (916) 651-8376
Bus Fax: (916) 653-0114
Email: Julio.Martinez@treasurer.ca.gov
Spectra Professional Services
64 Ransom Avenue
Sea Cliff, NJ 11579
George Betzios
Bus: 347-662-3055
Email: gbetzios@spectraps.com
Strategic Insight
4 Laurel Drive
Bow, NH 03304
Billing address:
1055 Washington Blvd.
Stamford, CT 06901
T: 203-595-3200
Paul Curley
Bus. 617-399-5621
Email: Paul.Curley@strategic-i.com
The Education Trust Board of New Mexico
1516 Paseo De Peralta
Santa Fe, NM 87501
Ted Miller
Bus. 505-982-4099
Email: NM.ETB@state.nm.us