Carter Funds Expands Presence in Southeast U.S. with Kyle Dawes Appointment

Carter Funds Welcomes Kyle Dawes as Senior Vice President

Carter Funds, a prominent player in the real estate acquisition and alternative investment management sector, has made a significant announcement that marks an important strategic move for their growth in the Southeast region. The firm has appointed Kyle Dawes as the new Senior Vice President overseeing wholesaling operations across this vital part of the United States. With his extensive experience and proven track record, Dawes is expected to bolster Carter Funds' distribution strength and provide invaluable support to financial professionals affiliated with independent broker-dealers.

Experienced Leadership for a Growing Market

Kyle Dawes joins Carter Funds with over ten years of dynamic experience in the financial sector, particularly in capital raising activities. His most recent position was with CNL Securities, where he earned recognition as an Associate Director. During his time there, Dawes played a crucial role in expanding the firm's reach within the Registered Investment Advisor (RIA) community, a move that not only broadened their market presence but also significantly contributed to an increase in capital flow. His success in forging major RIA agreements positions him as a key asset in Carter Funds’ mission to enhance its investment solutions onboarding process.

Before his impactful tenure at CNL Securities, Dawes excelled in the role of Regional Vice President at Legendary Capital. Here, he was instrumental in securing funding through both Independent Broker-Dealer channels and RIA channels primarily across Southeastern and Mid-Atlantic regions. Additionally, his previous roles at CNL allowed him to build a solid reputation characterized by strong strategic relationships and deep expertise in alternative investments, including Real Estate Investment Trusts (REITs), private placements, and Business Development Companies (BDCs).

Validation from Leadership

Carter Funds’ President, Gael Ragone, emphasized Dawes's fit for the role within the firm. “Kyle's proven track record and deep relationships within the broker-dealer community make him an ideal fit for Carter Funds as we continue to grow our distribution presence in the Southeast,” Ragone stated. The leadership’s confidence in Kyle's capability underscores the firm’s intent to strengthen its position in emerging markets, driven by knowledgeable and well-connected professionals. Ragone highlighted Dawes's experience, energy, and advisor-focused mindset as invaluable assets to the team and beneficial to the independent financial professionals Carter Funds serves.

Educational Background and Credentials

Dawes's academic credentials are equally impressive. He holds a Bachelor of Science in Marketing, complemented by a minor in Accounting from the University of Central Florida. His knowledge base is backed by industry-required certifications, as he holds the FINRA Series 7 and Series 63 licenses, which empower him to operate within regulatory frameworks and provide compliant investment solutions.

Currently, Dawes resides in Altamonte Springs, Florida, indicating his commitment to the region that he will be serving as part of his new role at Carter Funds.

About Carter Funds

Founded on a substantial legacy that boasts more than 300 years of collective real estate experience, Carter Funds is not just another real estate investment company but a fully integrated platform that specializes in acquiring, developing, and managing properties in high-growth markets. With significant assets under management surpassing $3 billion, the firm focuses extensively on strategic investments to maximize stakeholder value. Carter Funds has built a robust portfolio that includes over 10,000 apartment units, showcasing a firm commitment to aligning its growth strategy with the evolving landscape of real estate and investment management.

As the company continues to enhance its strategies and operational capabilities, the addition of experienced leaders like Kyle Dawes will be vital in navigating the complexities of the modern investment environment while ensuring sustainable growth for the future.

For more information about Carter Funds and its investment strategies, you can visit their official website at carterfunds.com.