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. 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.
Roth brings more than 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 nontraded REITs, private equity, qualified opportunit
