Kennedy Scott

Analyst

Kennedy is a graduate of NC State University where she earned a degree in Business Administration with a concentration in Finance from the Poole College of Management. During that time, Kennedy gained industry experience with Eventide Asset Management where she worked as an Investment Consulting Group Intern. Kennedy’s work at Oak City includes performance reporting, CEFEX support, audits, and new initiatives regarding redemptive issues. When she is not working, Kennedy enjoys rock climbing, spending time outside, and coffee. She currently resides in Raleigh, NC and is involved at Imago Dei Church.

  • Ross Roggensack

    Founder & Institutional Advisor

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  • Melissa Smith

    Chief Financial Officer

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  • Daniel Ward

    Institutional Advisor

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  • Christie Baucom

    Director of Compliance

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  • Brett Danforth

    Director of Client Development

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