General inquiries

ESG Managers^® Portfolios
30 Penhallow Street, Suite 400
Portsmouth, NH 03801

Phone: 877.374.7678 (Monday – Friday 9:00AM-6:00PM EST)
E-mail: [email protected]

Shareholder Account Information

ESG Managers^® Portfolios
P.O. Box 55389
Boston, MA 02205-5389

ESG Managers^® Portfolios (Overnight delivery)
C/O BFDS
30 Dan Road, Suite #55389
Canton, MA 02021-2809
888.374.8920

Phone: 888.374.8920 (Monday – Friday 8:00AM-6:00pm EST)

Transfer & Dividend Disbursing Agent

Boston Financial Data Services
P.O. Box 55389
Boston, MA 02205-5389

ESG Managers^® Financial Advisor Sales

Tim Kelly, Vice President, Product Manager
A registered representative of ALPS Distributors, Inc.
800.767.1729 ext. 7372 | [email protected]

Financial Advisor Sales

Ed Lynch, Senior Vice President, National Sales
 Metro Division
A registered representative of ALPS Distributors, Inc.
800.767.1729, ext. 7368 | [email protected]

Chris Rooney, Vice President, Advisor Sales
  Eastern Division 
A registered representative of ALPS Distributors, Inc.
800.767.1729, ext. 7366 | [email protected]

Bob Helmuth, Senior Vice President, Stakeholder Relations
  Mountain West Division
A registered representative of ALPS Distributors, Inc.
800.767.1729 ext. 7364 | [email protected]

Martha Schuman, Vice President, Advisor Sales
  West Coast Division
A registered representative of ALPS Distributors, Inc.
805.450.7365 | [email protected] 

Mary Anne Majerus-Lambert, Vice President, Advisor Sales
  Atlantic Division
A registered representative of ALPS Distributors, Inc.
800.767.1729, ext. 7361 | [email protected]

Nicolas Curtis, Regional Sales Representative
  Central Division
A registered representative of ALPS Distributors, Inc.
800.767.1729, ext. 7367 | [email protected]

Sales Desk

Andrew Schiavoni, Regional Sales Representative - Eastern & Metro Division
A registered representative of ALPS Distributors, Inc.
800.767.1729, ext. 7373 | [email protected]

Nicolas Curtis, Regional Sales Representative - Atlantic & Central Division
A registered representative of ALPS Distributors, Inc.
800.767.1729, ext. 7367 | [email protected]

Terry Lilienfield, Regional Sales Representative - West Coast  & Mountain West Division
A registered representative of ALPS Distributors, Inc.
800.767.1729 ext. 7320 | [email protected]

Broker Dealer Sales and National Accounts and Selling Agreements

Jeff Suyematsu, Vice President, Institutional and National Accounts
A registered representative of ALPS Distributors, Inc.
800.767.1729 ext. 7360 | [email protected]

Amy Maness, Senior Manager, National Accounts
800.767.1729 ext. 7362 | [email protected]

 
Advisor Account Inquiry

DST Vision — www.dstvision.com

ESG Managers® Portfolios are distributed by ALPS Distributors, Inc. Member FINRA.