Daniel Ward
Partner, 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, manager research and performance reporting. Daniel and his wife reside in Raleigh, NC, with their four children. They are active members at Cornerstone 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
Managing Partner, Institutional Advisor
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Melissa Smith
Partner, Chief Financial Officer
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Christie Baucom
Director of Compliance
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Brett Danforth
Partner, Institutional Advisor
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Kennedy Scott
Analyst