Ross Roggensack
Founder and Institutional Advisor | Oak City Consulting
Ross is Founder and Institutional Advisor for Oak City Consulting. Oak City was started by Ross Roggensack, who has resided in Raleigh, North Carolina for nearly 30 years. Ross earned his CIMA designation from the Wharton School of Business at the University of Pennsylvania, and also has his AIF designation (Accredited Investment Fiduciary). He was most recently a Senior VP and SIMC at Morgan Keegan, and before that at Citi Institutional Consulting/Smith Barney for 17 years. Ross is married, and has two daughters and one son in law. He is involved at his church, Providence Baptist, Meals on Wheels, and various other Christian ministries. He is past president of Faith Ministry in McAllen, Texas.