TAMPA,
Fla., June 19, 2024 /PRNewswire/ -- Carter
Funds, a fully integrated real estate acquisition and investment
management firm, today announced the expansion of its independent
broker-dealer wholesaling team with the appointment of Stacey Roth to senior vice president and
internal sales director. In partnership with executive vice
president and national sales director, Weldon Evans, Roth will focus on the continued
growth of the firm's broker-dealer relationships in the U.S. Ms.
Roth will play a crucial role in working with independent
broker-dealer firms throughout the distribution process, providing
valuable product expertise and sales support to financial
advisors.
Ms. Roth brings over 11 years of licensure in the financial
services industry, marked by a distinguished career path spanning
wealth advisory, product sales, and banking. Her tenure at Morgan
Stanley and JP Morgan Chase underscores her expertise in navigating
various investment vehicles, including non-traded REITs, private
equity, qualified opportunity zones, and corporate bonds.
Throughout her career, Ms. Roth has demonstrated a remarkable
track record, consistently delivering exceptional results and
fostering strong advisor and client relationships. Ms. Roth
received her bachelor's degree from Drew
University and holds FINRA Series 7, 63 and 65 licenses.
With an extensive history and network in alternative investments,
Ms. Roth is poised to bring considerable value to the Carter Funds
sales team.
"Stacey's exceptional background and track record with
multi-billion-dollar investment firms promise to be an invaluable
addition to our team. We are looking forward to Stacey spearheading
the expansion and outreach of our sales team, leveraging her
expertise to cultivate meaningful relationships within the
investment advisor community and positioning Carter Funds for
continued success," said Gael
Ragone, president of Carter Funds.
About Carter Funds
Carter Funds is a fully integrated real estate investment company
built on over 300 years of real estate experience. With more than
$3 billion in assets under management
through its affiliated companies (Carter Multifamily, Carter
Exchange, Aphorio Carter, and Allegiant-Carter Management), Carter
Funds focuses on acquiring, developing, and expertly managing real
estate investments in high-growth industries and markets throughout
the Southern and Mid-Atlantic U.S. As of June 2024, Carter Funds manages a portfolio of
more than 10,000 apartment homes with assets under management
totaling approximately $3.1 Billion.
Learn more at carterfunds.com.
Media Contact:
Stacy
Sheedy
Vice President of Marketing, Carter Funds
ssheedy@carterfunds.com
813-358-5982
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SOURCE Carter Funds