Investment Professionals

Meet the Team

Charlie Foley

Chairman

Lewis Lee

President

David Foley

Director

Virginia Sheerin

Director

E. Bradford Cragin

Director of Equity Research

Daniel S. Oh

Director of Fixed Income

William D. Baird

Director of Business Development

Individuals

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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Institutions

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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