Daniel Ward
Institutional Advisor
Prior to joining Oak City Consulting, Daniel worked for First Citizens Bank & Trust for over 11 years where he most recently served as the Manager of Institutional Client Services within the Trust department. He graduated from NC State University’s Poole College of Management with a concentration in finance. His role at Oak City involves institutional consulting, performance reporting, CEFEX leadership, and manager research. Daniel and his wife reside in Raleigh, NC, with their three daughters. They are active members at Providence Church and Daniel has served on the Board for the Finley YMCA and serves with various ministries in the area.
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Ross Roggensack
Founder & Institutional Advisor
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Melissa Smith
Cheif Financial Officer
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Christie Baucom
Director of Compliance
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Brett Danforth
Director of Client Development
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Kennedy Scott
Analyst