While the Oak City team has almost 50 years of combined experience in institutional investing, the group also has experience in banking, accounting, venture capital, private equity and seminary operations. We believe that these perspectives allow us to serve our clients uniquely.
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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
Institutional Advisor
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Kennedy Scott
Analyst