
Our Team
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
Managing Partner, Institutional Advisor
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Melissa Smith
Partner, Chief Financial Officer
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Daniel Ward
Partner, Institutional Advisor
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Brett Danforth
Partner, Institutional Advisor
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Christie Baucom
Director of Compliance
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Kennedy Scott
Analyst