What departments does Queens Oak Advisors have?

Queens Oak Advisors has employees across 1 departments including Human Resources.

What is the largest department at Queens Oak Advisors?

The largest department at Queens Oak Advisors is Human Resources with 1 employees.

Where are Queens Oak Advisors employees located globally?

Queens Oak Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Queens Oak Advisors's team size changed over time?

Queens Oak Advisors's team has remained stable from approximately 1 to 1 employees based on available data.

Queens Oak Advisors Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Queens Oak is an SEC registered investment advisor headquartered in Charlotte, NC. We offer innovative and intelligently designed planning solutions and investment products for high net worth and institutional clients that leverage the comparative advantages through Discipline, People and Risk Management. DISCIPLINE ‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾ We believe that following a rigorous and consistent investment discipline is the best way to produce superior investment results over time. PEOPLE ‾‾‾‾‾‾‾‾‾‾‾‾ We believe that effective implementation of our investment strategies depends upon the quality of our people – their industry experience, ability to innovate and work together as a team. RISK MANAGEMENT ‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾‾ We believe that risk management needs to be an integral part of our investment process in order to produce consistent, sustainable investment results for our clients. HISTORY ‾‾‾‾‾‾‾‾‾‾‾‾‾ The firm was originally formed in 2009 and has steadily grown through our tailored approach toward working with clients. We believe our independent, collaborative, and disciplined philosophy to asset management and planning allows us to be innovative, comprehensive, and produce superior results over time. The firm is supported by a world-class network of prominent local and national leaders. These industry leaders are minority investors in Queens Oak and provide the firm with unparalleled management resources and expertise.

Find Queens Oak Advisors employees' phone numbers or email addresses

Queens Oak Advisors Global Highlights

North America
2

United States Of America
2

Queens Oak Advisors's Leadership

L. E.
Chief Human Resources Officer
Mobile Phone
Email
M. J.
Client Service Specialist
Mobile Phone
Email

Queens Oak Advisors Employee Metrics

100%

50%

0%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other

Contact profiles from Queens Oak Advisors

Name

Title

Contact Info

Location

Last Update

L. E.
Chief Human Resources Officer
Mobile Phone
Email
Oct 24, 2024
M. J.
Client Service Specialist
Mobile Phone
Email
United StatesNorth Carolina
Aug 02, 2024

Frequently Asked Questions

What is Queens Oak Advisors known for?

Queens Oak Advisors operates in the Financial Services industry. The company's main headquarters is located in 6101 Carnegie Boulevard Suite 360 Charlotte, North Carolina 28209 United States; you can contact the main corporate office by phone at

+1-704-547-****

. Explore Queens Oak Advisors's company overview page for more information.

What is Queens Oak Advisors's most common email format?

Queens Oak Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Queens Oak Advisors email formats with LeadIQ.

How many employees does Queens Oak Advisors have currently?

Queens Oak Advisors has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Queens Oak Advisors's key employees and leadership?

As of February 2026, Queens Oak Advisors's key employees include:

Chief Human Resources Officer: L. E.
Client Service Specialist: M. J.

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