Carter Funds Appoints Kyle Dawes as Senior VP, Southeast Region
Carter Funds Welcomes Kyle Dawes as Senior Vice President
Carter Funds, a leading firm in alternative investment management and real estate acquisition, has announced that Kyle Dawes will join as the Senior Vice President focused on the Southeast U.S. territories. Dawes will play a crucial role in assisting financial professionals at independent broker-dealers by offering in-depth product knowledge and boosting sales for Carter Funds' diverse range of real estate investment solutions.
Expertise and Experience of Kyle Dawes
With over ten years of experience in the finance and investment sectors, Dawes has a solid background in capital raising through different channels, including Independent Broker-Dealer and Registered Investment Advisor (RIA) networks. His previous role as Associate Director at CNL Securities enabled him to significantly expand the firm’s reach within the RIA space and grow its institutional partnerships. Notably, Dawes secured several high-profile RIA agreements that substantially enhanced capital growth for the firm.
Past Achievements and Career Journey
Before his time at CNL Securities, Dawes excelled as a Regional Vice President at Legendary Capital, where he was instrumental in raising capital through both Independent Broker-Dealer and RIA channels, particularly for Reg D private placement offerings that spanned the Southeastern and Mid-Atlantic regions. His career also includes numerous wholesaling positions at CNL, where he was recognized for fostering strategic relationships, promoting teamwork, and possessing a strong grasp of alternative investments like REITs, private placements, and BDCs.
What Carter Funds Has to Say About the Appointment
Gael Ragone, President of Carter Funds, expressed optimism about Dawes joining the team, stating, "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. His energy, experience, and advisor-focused mindset will add tremendous value to our team and the financial professionals we serve." This statement underlines the importance of building strong relationships in the financial sector, especially as Carter Funds seeks to strengthen its market presence.
Educational Background of Kyle Dawes
Dawes holds a Bachelor of Science in Marketing, complemented by a minor in Accounting from the University of Central Florida. Additionally, he is licensed with the FINRA Series 7 and 63 credentials, highlighting his qualifications to navigate complex financial landscapes. He currently resides in Altamonte Springs, Florida, where he applies his extensive professional expertise.
About Carter Funds
Carter Funds has established itself as a fully integrated real estate investment company with over 300 years of collective experience in the field. The firm manages more than $3 billion in assets through various affiliated companies, which include Carter Multifamily, Carter Exchange, Aphorio Carter, and Allegiant-Carter Management. They are committed to acquiring, developing, and proficiently managing a diverse portfolio of real estate investments particularly in thriving markets throughout the Southern and Mid-Atlantic United States. As reported recently, Carter Funds oversees a substantial portfolio comprising over 10,000 apartment homes, with total assets valued at approximately $3.1 billion.
Frequently Asked Questions
What role will Kyle Dawes hold at Carter Funds?
Kyle Dawes has been appointed as Senior Vice President focusing on the Southeast region, where he will support financial professionals and drive sales.
What is the experience of Kyle Dawes?
Dawes has over ten years of experience in the investment sector, particularly in capital raising and managing relationships with broker-dealers and advisors.
Who is Gael Ragone?
Gael Ragone is the President of Carter Funds, who expressed confidence in Kyle Dawes's capabilities and his fit for the organization.
What does Carter Funds specialize in?
Carter Funds focuses on real estate investment, acquiring and managing properties across high-growth markets in the Southern and Mid-Atlantic U.S.
What is the current asset management status of Carter Funds?
Carter Funds manages assets totaling over $3 billion, with a diverse portfolio that includes more than 10,000 apartment homes.
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