Stacey Roth is a seasoned professional in the financial services industry, boasting over 11 years of licensure and a distinguished career. Her extensive experience spans wealth advisory, product sales, and banking, highlighting her versatility and expertise in the field. Ms. Roth’s tenure at prestigious firms such as Morgan Stanley and JP Morgan Chase underscores her deep knowledge and proficiency in managing a diverse array of investment vehicles, including non-traded REITs, private equity, qualified opportunity zones, and corporate bonds.

As Senior Vice President and Director of Internal Sales at Carter Funds, Ms. Roth will play a crucial role in building relationships with our independent broker-dealer firms throughout the distribution process, providing valuable product information and sales support to financial advisors. Throughout her career, Ms. Roth has demonstrated a remarkable track record, consistently delivering exceptional results and fostering strong advisor and client relationships. Her extensive network within the realm of alternative investments further attests to her capabilities and influence in the industry. Driven by a commitment to excellence and a passion for financial innovation, Ms. Roth continues to make significant contributions to the financial services sector. Ms. Roth received her bachelor’s degree from Drew University and currently resides in Nashville, Tennessee.