A Welcome Note from Our President

Monday, March 9, 2015

As the President of Estabrook, I would like to personally welcome you to our website and invite you to learn more about our company.

I first joined Estabrook in 1978 as an intern in my senior year of college.  I have been involved with the company ever since as either a client or employee, and for the last nine years have served as its President.  Estabrook’s name dates back to 1851, and my time here has shown me that it consistently brings experience, conviction and a commitment to client service. 

Whether you are a family or individual, an endowment, an institution or a client with distinct investment objectives, we excel at understanding your needs and helping you meet your goals. As a privately owned company with a fee structure based on portfolio size, our interests are closely aligned with yours. Our long-term focus is on preserving and building your wealth over time. We hope to be of service to you and would like to personally discuss your needs and investment requirements.

Lewis Lee
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To speak to a representative or request more information, please use the contact details below.
Bill Baird
Director, Business Development
New York
900 Third Avenue Suite 1004 New York, NY 10022
Asja Begoylc
Marketing and Client Services
822 AlA North Suite 201 Ponte Vedra Beach, FL 32082