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

With more than 15 years of experience, Jim Bullock serves as Senior Vice President, National Director of RIA & FO Sales for Carter Funds. Prior to joining Carter Funds, Mr. Bullock raised capital from RIA firms and family offices for a variety of private equity, private credit, private real estate and infrastructure funds.

Mr. Bullock has a passion for real estate, helping financial advisors and their clients succeed, and will focus on raising capital from RIA firms and family offices throughout the United States for Carter Funds.

With 13 years of experience in the financial services industry, Mr. Bullock earned his Certified Fund Specialist (CFS) designation and Certificate in Alternative Investments from the Institute of Business & Finance, and he is a level II candidate for the Chartered Alterative Investment Analyst (CAIA) designation.

Mr. Bullock graduated from the Marriott School of Management, Brigham Young University, where he received his Bachelor of Business Administration with an emphasis in Financial Services