Todd Reid | Chief Financial Officer, Carter Funds

Todd Reid serves as Chief Financial Officer of Carter Funds, bringing 20 years of experience in real estate, investment banking, and public accounting experience to the company.

During his career, Mr. Reid has led public and private equity-owned mergers, acquisitions, divestitures, capital raisings, and restructuring transactions across a variety of industries, including commercial and residential real estate.

Prior to joining Carter Funds, Mr. Reid worked for a multi-billion-dollar private investment firm where he handled all aspects of real estate acquisition and development. During his tenure, he successfully led efforts to acquire a large parcel of developable real estate in the Southwest through the federal bankruptcy process. Mr. Reid also served as the Chief Financial Officer of a rapidly growing private equity-backed roll-up in the residential services industry. Mr. Reid helped the company acquire 17 businesses across the Sunbelt, creating the largest company of its kind.

In 2017, Mr. Reid joined Summit Communities, a private equity-backed real estate firm, where he was the senior-most financial executive responsible for all aspects of the company’s financial and administrative operations. He was actively involved in deploying over $200 million in capital through acquisitions and refinancing its existing portfolio through the issuance of an a $90 million agency facility. Mr. Reid played a crucial role in building the company into one of the largest platforms in its asset class, and ultimately, its sale to Blackstone’s non-traded real estate investment trust for $550 million.

Prior to Summit, Mr. Reid built a successful career as an investment banker with two leading middle market firms, Baird and Lincoln International, in Chicago. Prior to that, he served five years in public accounting at PwC. While at PwC, he completed a two-year secondment with PwC’s Capital markets Group in Zurich, Switzerland, where he worked on cross-border transactions supporting U.S. and European clients.

Mr. Reid earned his MBA from Columbia Business School in New York. He also graduated with honors from the University of Florida, where he earned a bachelor’s and master’s degree in accounting. He is a Certified Public Accountant.