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.

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Queens Oak Advisors Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Queens Oak Advisors is an SEC-registered investment advisor based in Charlotte, North Carolina, operating within the financial services sector. It provides planning services and investment programs for high net worth individuals and institutional clients, anchored by a structured investment discipline, a team of experienced professionals, and integrated risk management. The firm emphasizes disciplined execution, collaborative decision-making, and robust risk controls as the core elements of its approach.

Founded in 2009, Queens Oak has grown through a tailored, independent, and collaborative philosophy that supports comprehensive asset management and planning for its clients, aided by a network of prominent local and national leaders who are minority investors. In late 2021, Queens Oak Advisors was acquired by MAI Capital Management, expanding MAI's presence in the Charlotte area.

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%

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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Queens Oak Advisors Employee Directory

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