Chief Investment Officer and Managing Partner, Queens Oak Advisors.
Eric has overall responsibility for the firm’s investment management and performance. 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 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. 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 the prior 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.