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Carter Funds Expands Sales Team With New Internal Sales Director

Stacey Roth

Real estate acquisition and investment management firm Carter Funds has expanded 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 nationwide.

The firm said Roth will play a crucial role in working with independent broker-dealer firms throughout the distribution process, providing product expertise and sales support to financial advisers.

Roth brings over 11 years of licensure in the financial services industry, with a background  spanning wealth advisory, product sales, and banking. She previously served as an internal wholesaler with Carter Funds prior to her most recent tenure as vice president of internal sales with Lateral Investment Management. Previously, Roth spent time on the sales team at Legendary Capital. She began her financial services career in 2012 as an adviser with RMR Wealth Builders before joining Morgan Stanley and later J.P. Morgan.

Throughout her career, according to Carter Funds, Roth has consistently delivered results and fostered strong adviser and client relationships. Roth received her bachelor’s degree from Drew University and holds FINRA Series 7, 63, and 65 licenses.

“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 adviser community and positioning Carter Funds for continued success,” said Gael Ragone, president of Carter Funds.

Carter Funds is a real estate investment company with more than $3 billion in assets under management through its affiliated companies: Carter Multifamily, Carter Exchange, Aphorio Carter, and Allegiant-Carter Management. The company focuses on acquiring, developing, and managing real estate investments in high-growth industries and markets throughout the Southern and Mid-Atlantic United States.

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