Eric Teal

Managing Director and Investment Manager

As an Investment Manager and Managing Director, Eric will direct investment services to help clients work toward their goals. He uses his experience to manage equity portfolios, establish an integrated investment approach, and offer asset allocation strategies.

Previously, Eric served as the Chief Investment Officer and Managing Partner of Queens Oak Advisors in Charlotte for over six years. He had accountability for the firm’s investment strategies and results. This included overall responsibility for asset allocation and directing portfolio management, research, trading, planning, and risk management functions.

Throughout his career, Eric secured top investment leadership positions at each of the national financial organizations he joined. Eric acquired the skills and knowledge to manage value-based investing strategies and diversified portfolios, while evaluating and managing portfolio risk exposures to serve individuals, families and institutions with sophisticated and diverse investment needs.

Eric is active in the community and committed to his philanthropic passions, he was appointed by the UNC Board of Governors to serve on the PBS North Carolina, formerly UNC-TV, Board of Trustees and was subsequently elected Chairman of the Board of Trustees for the past six years and remains on the Board of Trustees. He also serves on the Board of Trustees for The Echo Foundation, a global humanitarian organization.

Talks About
#investment

Preferred Locations
#NorthAmerica