Lewis S. Lee, Jr.

President

Lewis Lee has over 25 years of experience in the international capital markets and initially started working for Charlie at Estabrook in 1978. Before re-joining Estabrook in 2004, Lewis was most recently Head of Corporate Finance and the Chairman of the Equity Commitment Committee for Merrill Lynch Asia Pacific. Lewis is a Trustee of The Bolles School, the Chair of the Jacksonville Zoo and Gardens and a Director of Florida Bank Group and the Childress Foundation. Lewis has an A.B. degree from Dartmouth College and a J.D. from Columbia Law School.

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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