People

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

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 responsible for the firm’s adherence to all compliance standards.  Additionally,  he 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 was subsequently elected Chairman of the Board of Trustees.

Leila T. Evans, CFP ®

Director of Client Service, Senior Client Advisor

Leila was one of the founding partners of Queens Oak Advisors and currently serves as the Director of Client Service and as Managing Partner.  With over 25 years of experience in the high net worth arena of financial services, Leila has responsibility for business development and client service activities and serves as the relationship manager for many of the firm’s key client relationships.  Additionally, Leila helps oversee the strategic direction and growth of the firm.

Prior to Queens Oak, Leila 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, financial planning, 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 UNC Kenan-Flagler Parents Council.

 

 

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.

 

Kristin N. Lewis, CFP ®

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, working with them to develop, implement and monitor integrated customized strategies that meet their short and long term goals and objectives.  Kristin also has responsibility for the financial reporting and risk management functions of the firm.

Kristin has over 18 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 a large national bank.  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 holds the Certified Financial Planner™ designation.  Active in the community, Kristin currently serves on the board of the Mint Museum Auxiliary and participates in educational programs at local schools.

B. Deems May, Jr.

Director of Business Development

Deems serves as a Partner and brings more than 15 years of advisory experience to Queens Oak Advisors. He is focused on business development for individual investors.  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 in the NFL for eight years, having also served as a team representative to the NFL Player’s Union.

Deems earned his B.A. in Political Science from the University of North Carolina at Chapel Hill. He holds his Series 66 license and Life & Health Insurance licenses. 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 Local Outreach Committee.

 

Laura C. Richards, CFP®

Planning & Fiduciary Advisor

As a founding Partner of Queens Oak Advisors, Laura brings over 18 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 one of the nation’s largest trust companies.  Laura takes a comprehensive approach to our clients’ individual situations, explaining complex estate and trust matters in plain English, providing recommendations in building and protecting wealth, and assisting in navigating the complexities of family wealth.

Laura earned a B.S. in Business Administration from the College of Charleston and completed the Southeastern Trust School program at Campbell University. She  also holds the Certified Financial Planner™ designation.  Laura 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.

Michele V. Stutts, CFP®, CDFA®

Client Advisor / Business Development Officer

Michele brings over 25 years of experience in the financial services arena. Her background includes financial planning, tax management and lending expertise. She spent 18 years at a large national bank, managing the company’s expansion of Private Banking services in the southeast. 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™, holds a Series 65 license, and maintains her CDFA® (Certified Divorce Financial Analyst) designation.

Julian F. Patton, Jr., CFA, CFP®, CAIA

Portfolio Manager

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.

Judy H. August, MBA, CFP®

Client Advisor / Investment Communications Specialist

Judy works with individual and institutional 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 over 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 (Past 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.

Brandon R. Phillips

Investment Operations Analyst

Brandon brings over 15 years of service and business operations experience with asset management. 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.

Jose L. Cahuayme, MBA

Investment Research Analyst

Jose is a research analyst specializing in fixed income investments.   Prior to joining Queens Oak, he spent four years as a fixed income analyst and portfolio manager at a regional bank.  Previously, he interned in the Investment Management Division of the North Carolina Retirement Systems.

Jose received his M.B.A. from the University of North Carolina at Chapel Hill, Kenan-Flagler Business School, with majors in Finance and Investment Management.   He received his B.S. degree in Electronics Engineering from the Pontifical Catholic University of Peru.   Jose volunteers as a member of the finance board of his church.   He is a candidate for Level 2 of the CFA Program.

Mackenzie Wall

Client Relationship Specialist

Mackenzie joined Queens Oak Advisors as a Client Relationship Specialist in July of 2017. In her role, she assists our advisors with the overall client experience, ensuring our clients receive high-level, personalized service. She also works with the rest of the Queens Oak team on business practice strategies used to enhance and better serve our client relationships.  Mackenzie is our liaison for the Queens Oak for Women Initiative, coordinating events and marketing.

Mackenzie earned a B.S. in Business Administration and Healthcare Management from Appalachian State University and has since then had the opportunity to gain financial experience in both the healthcare and wealth management industries. She earned her Registered Paraplanner™ designation in 2015, having completed a course of study encompassing the financial planning process.  Mackenzie enjoys volunteering with the Ronald McDonald House and other charities around the Charlotte area.

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 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.