Ross Roggensack
Founder & Institutional Advisor
A Chicago native, Ross and his wife Jane have lived in North Carolina for over 30 years. Prior to founding Oak City Consulting in 2012 he was SVP and Senior Investment Management Consultant at Morgan Keegan, where he worked with Christian institutional clients and helped the firm build out a fiduciary platform for endowments and foundations. Before that Ross worked at Citi Institutional Consulting/Smith Barney for 17 years as part of an institutional team that provided fiduciary assistance to endowments and foundations.
Ross is a father and grandfather and is involved at his church, Providence, in Raleigh, NC. He has served on the board of Faith Ministry, McAllen, TX, and at Gateway/Lifecare, Raleigh, NC.
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Melissa Smith
Cheif 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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Kennedy Scott
Analyst