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Exceptional Leadership Team

The Carter Funds’ management team collectively possesses over 300 years of experience in the commercial real estate and finance sector. This extensive expertise encompasses real estate transactions exceeding $89 billion, involving over one million apartment homes and over 9 million square feet of data center real estate. Additionally, they have overseen $3 billion in company mergers and have successfully developed real estate projects valued at over $1.3 billion. Together, this team has acquired or developed over $4 billion in assets for Carter Funds since 2018.

Michael Mikelic
Chief Financial Officer, Carter Funds

John Regan
President & Chief Operating Officer, Aphorio Carter

Annie Osmera
Director of Operations, Aphorio Carter | VP, Carter Exchange

Carter Equity Team

Bill Shea
Senior Vice President, National Accounts

Jim Bullock, CFS
SVP, National Director of RIA & FO Sales

Matt Calabrese
Senior Vice President, Southwest Region

Chris Hines
SVP, Northeast/Great Lakes/Midwest Region

Stacey Roth
Senior Vice President, Internal IBD/RIA Sales Director

Andrea Rogers
Senior Vice President, Southeast/South Central