Daniel S. Oh

Director of Fixed Income

Daniel Oh joined Estabrook in 2009 as the Director of Fixed Income. Prior to joining Estabrook, he was a non-agency mortgage trader at Merrill Lynch. Daniel began his career at Morgan Stanley where he focused on interest rate products. He has also worked at Seneca Financial Group where he was responsible for advising distressed companies and creditors in corporate restructuring and bankruptcy situations. Daniel received his B.A. from Columbia University and his M.B.A. from the University of Michigan.

Please see Daniel's Broker Check here.


Customized Portfolios

Your investment strategy should be as unique as you - which is why we combine your specific needs with sound professional advice to design a customized investment solution.

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Consistent Style and Strategies 

Consistency and discipline drive our clearly defined investment process. As either part of a greater asset allocation or a complete solution, you can count on Estabrook.

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Financial Advisors

Experienced Partner
to Financial Advisors

With a long history of managing Financial Advisors’ client accounts, we work with many sponsors and willingly explore new sponsor program relationships.

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Socially Responsible & Faith Based Investing

We Understand Your Unique Needs

We have a long history of creating customized portfolios for faith based and socially conscious investors that adhere to their beliefs and larger missions. 

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