Current Responsibilities – Stefanie Bertcher serves as Vice President of Finance for CARROLL. In this role, Stefanie manages existing limited partner relationship and oversees all aspects of the Investor Reporting process. She handles the on-boarding/investor closing processes, inquiries and requests from fund investors, and leads the design and completion of the Fund/Investor Reporting documents including capital call letters, distribution letters, investor statements, etc. Additionally, Stefanie prepares the marketing and fundraising materials of the CARROLL Real Estate Funds including the pitch book, track record, press releases, and fund offering documents.
Relevant Experience – Stefanie spent 10 years with Morgan Stanley Real Estate, most recently serving as the Assistant Vice President of the Global Performance group. She helped lead the reporting and analysis of Morgan Stanley's private equity real estate funds with over $33B in assets under management to Investors, Consultants, and Senior Management. Stefanie's responsibilities included handling investor inquiries and requests for analysis, RFI's, consultant questionnaires, and database updates. Her team also prepared data for fundraising efforts and key investor meetings. In 2014 Stefanie spent 3 months in China setting up and training a team to assist with the reporting efforts of the group and the entire real estate investing division.
Education/Affiliations – Stefanie obtained her Bachelor's Degree in Finance from the University of Georgia, where she graduated Magna Cum Laude. While at the University of Georgia, Stefanie was awarded a four-year athletic scholarship to play soccer.
Interests – Travel, cooking, reading, running, and volleyball.