Fundz
Free weekly newsletter

Get the free weekly executive digest

The new leadership moves, who’s behind them, and what they mean — delivered to your inbox every week. No credit card, unsubscribe anytime.

Weekly Digest

New leadership moves, summarized for you

Straight to Inbox

No login, no app to check — it comes to you

Leadership Trends

See who's moving and how much in your market

No credit card required Weekly executive digest

Carter Funds Appoints Andrea Rogers As Vice President and Internal Sales Director In Ria & Family Office Sales Expansion

PRIVATEAug 14, 2024almost 2 years ago

Position

Director

Company

Carter Funds

Andrea Rogers
TampaReal Estate

Description

Carter Funds announced the appointment of Andrea Rogers to vice president and internal sales director, expanding its RIA & family office sales team. Andrea will work alongside Michael McDonough, senior vice president of RIA and family office sales, and the team will focus on the continued growth of the firm's financial advisor relationships.

Company Information

Company

Carter Funds

Location

Tampa, Florida, United States

About

Carter Funds is a fully integrated real estate company with $3 billion in assets under management and is built on over three centuries of real estate experience. Carter Exchange, a Carter Funds subsidiary with over $2 billion in assets under management, is a national real estate investment and management firm specializing in institutional-quality real estate exchange programs intended to qualify for tax deferral under Section 1031 of the Internal Revenue Code. Learn more: www.carterfunds.com and www.carterexchange.com.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Carter Funds's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.