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Carter Funds Expands National Accounts Team

Carter Funds, a sponsor of private placement offerings and investment fund management firm, announced the expansion of its national accounts team with the appointment of Carla Martin as senior vice president of national accounts.

Along with senior vice president Bill Shea, the company says Martin will focus on the continued growth of the firm’s broker-dealer relationships.

“Carla will be a tremendous asset to our company with her background and impressive list of accomplishments working with multibillion-dollar investment firms,” said spokesperson Lisa Robinson, president, Carter Equity. “She and Bill Shea will work collectively to oversee the growth and outreach of our sales team by expanding our network of investment advisor firms.”

Martin is a veteran of the financial industry with more than 30 years of experience in national accounts and broker-dealer relationships. Before joining Carter Funds, Martin was director of national accounts for The Pacific Financial Group where she served as the primary relationship manager for the largest, strategic accounts and was the main point of contact for their broker-dealer and registered investment advisor firms.

Prior to Pacific Financial, Martin was managing director of national accounts for Howard Capital Management and previously served in a similar capacity at Bluerock Capital Markets.

Earlier in Martin’s career, she held several positions relevant to her role at Carter, including managing director of national accounts in the independent broker-dealer channel for Highland Capital Management, senior vice president of business development at W.P. Carey, senior vice president of national accounts for Cole Real Estate Investments, and director of broker-dealer relations for Wells Real Estate Funds.

Martin attended Georgia Southern in Statesboro, Georgia and the University of Georgia in Athens, Georgia.

Carter Funds is a vertically integrated, full-service real estate acquisition and fund management company based in Tampa, Florida.  Carter has managed the completion of $86 billion in multifamily transactions.

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