Queens Oak is a principally employee owned firm representing all functional areas. The team includes multi–talented professionals with diverse investment experience across asset classes.
Eric M. Teal, MBA
Managing Partner / Chief Investment Officer / Chief Compliance Officer
Eric is the Chief Investment Officer and Managing Partner of Queens Oak Advisors, a position he has held since August 2015. He has overall responsibility for the firm’s investment strategy and results. This includes overall responsibility for asset allocation and directing portfolio management, research, trading, planning, and risk management functions. As Chief Compliance Officer, Eric is also responsible for the firm’s adherence to all compliance standards. Additionally, Eric helps oversee the strategic direction and growth of the firm.
Previously, Eric was the Chief Investment Officer of a regional bank and led the organization’s Capital Management Group for over ten years. His responsibilities included the investment management and oversight of over $5.0 billion in assets under management. Eric was in charge of asset allocation, overall investment strategy and directly responsible for equity portfolio management. Formerly, Eric was Director of Equities for a Boston-based mutual fund company for nearly ten years and managed over $3.0 billion in institutional assets.
Eric received his B.A. degree in Economics and International Studies from Rhodes College and MBA from the University of Memphis, where he was awarded a scholarship in Investments and Finance. He also studied at the London School of Economics. Eric holds the Series 65 license. He is frequently featured as an expert commentator on television and quoted in the local and national media on investing, the economy, and markets. Eric is President of the Alumni Executive Board for Rhodes College. He was also appointed by the UNC Board of Governors to serve on the UNC-TV Board of Trustees and subsequently elected Chairman of Board of Trustees.
Marcia H. Joines
Client Service Specialist
Marcia welcomes clients to our Queens Oak offices, and handles many client administrative tasks, with a strong priority on client service and attention to detail. She helps organize many of our client events, mailings, and mid-quarter conference calls, and serves as office manager for the firm.
Marcia studied business administration at The University of North Carolina at Charlotte before becoming administrative assistant to upper management at CoBank in Louisville, Kentucky, and later Executive Secretary to the Chief of Cardiology at the University of Louisville. She joined Buckhorn Capital Management in 2005 and has been part of the Queens Oak team since the merger.
Brandon R. Phillips
Portfolio Specialist / Client Advisor
Brandon brings over 15 years of service and business operations experience with wealth clients and corporate offices. Brandon has served as an Associate Vice President for a regional investment firm where he oversaw operations and administered custom investment models for discretionary client accounts. His professionalism and detailed expertise have consistently proven to be a valuable reference for complex operational issues.
Brandon received his B.A. in Economics from the University of North Carolina at Chapel Hill.
Julian F. Patton, Jr., CFA, CFP®
Julian has over 10 years of investment management and financial planning experience. Julian’s background in security selection, asset allocation, and portfolio construction, as well as his financial planning experience, enable him to effectively construct portfolios to match each client’s specific financial goals. He performs ongoing due diligence on the investments, analyzing investment and portfolio results.
Julian graduated from the University of Georgia with a BS in Consumer Economics with special emphasis in Family Financial Management. He holds the Certified Financial Planner (CFP®) designation and has been awarded the CFA designation by the CFA Institute. He is a regular member of the CFA Institute and North Carolina Society of Financial Analysts.
Michele V. Stutts, CFP®, CDFA®
Michele brings over 25 years of experience in the financial services arena. Her background includes wealth management, financial planning, tax, credit and banking expertise. She spent 18 years at Bank of America, managing the company’s expansion of Private Banking services in the southeast. A member of the Charlotte community since 1991, Michele has been involved with several volunteer organizations, most recently serving two consecutive terms on the Board of Directors at Charlotte Country Day School (CCDS) and also participating on both their Investment and Finance committees. She has been a long-standing member of the local Financial Planning Association (FPA).
Michele obtained her undergraduate degree from the University of Louisville where she was a four-year collegiate athlete on the women’s varsity basketball team. She also earned a Master’s of International Business Administration from the University of Kentucky. She is a Certified Financial Planner™ and holds a Series 65 license. Michele has also earned the Certified Divorce Financial Analyst® designation.
Judy H. August, MBA, CFP ®
Client Advisor/ Investment Communications Specialist
Judy works with larger clients on investment communications and servicing, providing them with custom service, reporting and analysis. She is also a member of Queens Oak’s Investment Group, performing research and analysis, and producing written pieces. Judy has approximately 15 years of investment and financial planning experience. She has a strong background of management and leadership positions, both professionally and as a member of various not-for-profit boards in Charlotte, including the Levine Jewish Community Center (prior President), and Foundation for the Charlotte Jewish Community (current Board Chair).
Judy earned her B.A. from Dartmouth College, her M.B.A. from NYU’s Stern School of Business, and holds the Certified Financial Planner™ designation and a Series 65 license.
Kristin N. Lewis, CFP ®
Partner / Planning & Fiduciary Advisor
Kristin has been with Queens Oak Advisors since 2009, serving as a Partner and Planning & Fiduciary Advisor. She provides clients with comprehensive personalized financial planning services. Kristin enjoys getting to know her clients and working with them to implement integrated customized strategies that meet their short and long term goals and objectives. She views planning as an dynamic interactive process with ongoing monitoring and modification as circumstances change. As a Partner and member of the Operating Committee, Kristin also has responsibility for the financial reporting and risk management functions of the firm.
Kristin has over 17 years experience providing specialized counseling to affluent clients on a variety of financial planning topics, including cash flow / retirement planning, stock options and employee benefits, insurance, investments, income taxation and transfer taxation. After beginning her career in tax at Deloitte, she was a Vice President and Senior Financial Planner with Wachovia’s Wealth Management Group where she delivered individualized holistic retainer-based planning services to key wealth management clients and prominent corporate executives in the Carolinas. For over 5 years, Kristin also coordinated and taught the Estate Planning module of the Certified Financial Planner™ Program for Queens University of Charlotte.
Kristin earned her Bachelor of Science degree in Business Administration from the University of North Carolina at Chapel Hill and a Master of Accounting degree with an emphasis in taxation from North Carolina State University. She is a Certified Financial Planner™ and Certified Public Accountant (Inactive Status). Active in the community, Kristin currently serves on the board of the Mint Museum Auxiliary and participates in education programs at local schools. She and her husband, Allen, have two children and are members of Christ Episcopal Church.
B. Deems May, Jr.
Partner / Director of Business Development
Deems brings more than 14 years of advisory experience to Queens Oak Advisors. His prior position was Senior Vice President for a national investment firm. As a senior partner of a team, his responsibilities included the oversight for client development and relationship management for the group. He is a former player of the NFL for eight years, having also served as a team representative to the NFL Player’s Union. With a shared personal experience as a high profile client in those years, clients value Deems’ understanding in identifying and serving their unique needs.
Deems earned his B.A. in Political Science from the University of North Carolina at Chapel Hill. He holds his Series 66 license. Deems is President of The Deems May Foundation, which benefits charities near his hometown of Lexington, N.C. He also is on the Board of Directors at the Men’s Shelter of Charlotte, and the Myers Park United Methodist Church’s Local Outreach Committee.
Winston W. Way Jr., MBA
Senior Portfolio Manager, Partner Emeritus
Winston is a native of Tuscaloosa, Alabama. He received his undergraduate education from the University of Alabama, and subsequently did his graduate work at Michigan State University (MA and PhD studies, History), and Vanderbilt University (MBA, Finance). Winston was also a Fulbright Scholar at the University of Vienna (Austria) and an NEH fellow for post-graduate study at the University of California at Los Angeles. He is a former college history teacher.
Winston’s professional career in investments began in 1982 when he started in sales and trading for Thomson McKinnon Securities. He subsequently worked for Memphis-based Morgan Keegan. In 1990, Winston started Charlotte-based Buckhorn Capital Management as a fee-only alternative for investment advice for individual investors and closely held businesses. After 23 years Winston merged Buckhorn with Queens Oak in 2013.
Leila T. Evans, CFP ®
Managing Partner / Sr. Client Advisor
Leila is a Senior Client Advisor and Managing Partner of Queens Oak Advisors where she has responsibility for the all business development and client service activities. Additionally, Leila helps oversee the strategic direction and growth of the firm and serves as the relationship manager for many of the firm’s key client relationships.
Leila was one of the founding partners of Queens Oak and has over 25 years of experience in the high net worth arena of financial services. She spent the bulk of her career as a Senior Vice President and Partner with the wealth management group of a large national bank. While there, she was a professional leader and consistent top performer, recognized across the bank’s national footprint as an expert in relationship management, lending and investment services. She was sought after to service the highest profile clients and handle the most intricate client situations.
Leila earned a B.A. in Economics from the University of North Carolina at Chapel Hill. She is a Certified Financial Planner™ and serves as a member of the Foundation For The Carolinas’ Cabinet of Professional Advisors.
Laura C. Richards, CFP ®
Partner / Planning & Fiduciary Advisor
Laura has over 15 years experience in the financial services industry and offers a depth of knowledge in fiduciary administration, investment management, and estate planning for high net-worth individuals and families. She spent the bulk of her career as a Vice President and Trust Advisor with Wachovia’s Wealth Management Group in Charlotte where she was consistently a top performer for one of the nation’s largest trust companies.
Laura earned a B.S. in Business Administration from the College of Charleston and completed the Southeastern Trust School program at Campbell University. She is a Certified Financial Planner™ and holds a Series 65 license. She served for 10 years on the leadership committee for the Queens University Estate Planner’s Day and is an active member of the Charlotte Estate Planning Council.