DW
Partner, Institutional Advisor
Daniel Ward
NC State, Poole College of Management
Prior to joining Oak City Consulting, Daniel worked for First Citizens Bank & Trust for over 11 years, most recently serving as the Manager of Institutional Client Services within the Trust department.
He earned his degree from NC State University’s Poole College of Management, specializing in finance. His responsibilities at the firm include institutional consulting, manager research, and performance reporting.
Daniel resides in Raleigh with his spouse and four children, actively participates in Cornerstone Church, and has held board positions with the Finley YMCA.
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