Our two principals offer their clients
varied investment management expertise.
Thomas Carhart - Principal
Mr. Carhart has long experience in managing equity and fixed-income portfolios, especially for not-for-profit institutions, wealthy family groups, Japanese insurance companies, and European mutual funds.
His previous professional affiliation was Brown Brothers Harriman & Co. where he supervised a department from 1986-1995, providing U.S. and global investment-management services to overseas investors. Under his direction, assets under management increased from $200 million to $1.2 billion. Prior to earning his MBA, Mr. Carhart spent two years at Carlisle Decoppet & Co. where he was a trader on the floor of the New York Stock Exchange.
Mr. Carhart earned a Bachelor of Arts degree at Antioch College and a Master’s degree in Business Administration at Columbia University. He is Treasurer of Prevent Child Abuse America and chairs the Investment Committee of the Trevor Day School and Antioch College Continuation Fund. Mr. Carhart is also a Director of privately-held Rothfos Corporation.
Stephen B. Owen - Principal
Mr. Owen has over 30 years of experience managing the investments of private clients and institutions, based both in the U.S. and abroad. Prior to joining South Street Advisors, he served as Managing Director at Brown Brothers Harriman & Co., overseeing the firm’s non-U.S. investment management activities. Mr. Owen supervised the International Department and served as a Director of the bank's Cayman Trust Company. His responsibilities included the management of U.S. equities, and the oversight of alternative investments including private equity and hedge funds.
Mr. Owen earned a Bachelor’s Degree in Economics from Duke University, where he remains directly involved in the establishment and administration of a private endowment for research benefitting children. Mr. Owen is fluent in several languages, including French and Spanish. He is an avid backgammon enthusiast, and has competed in European tournaments.
Our associates are all seasoned investment professionals
averaging over 10 years of market experience.
Nirmala G. Colon - Vice President, Portfolio Management
Ms. Colon earned her Bachelor of Science degree at York College. With over 10 years experience in the financial industry, her career includes a position at Concord Investment Management where she was a fixed income portfolio administrator. Prior to that Ms. Colon assisted portfolio managers at Smith Barney Asset Management and Lazard Asset Management. At South Street Advisors she serves on the investment committee.
Kathryn Beller - Chief Compliance Officer
Ms. Beller joined South Street Advisors, LLC as Chief Compliance Officer in 2015. Kathryn serves our firm and select investment management firms through Kathryn Beller Professional Corporation, which she founded in 2004.
Ms. Beller began her career at Andrews & Kurth LLP in 1984 before launching her own practice in 1990. She joined Kaye Scholer in 1999 and moved with her practice group to become a partner at McDermott, Will & Emery from 2000 to 2003.
Ms. Beller received a BA from Rice University in 1980 and a JD, magna cum laude, from the University of Houston in 1984. She is admitted to practice law in the States of New York and Connecticut.
Colleen Fitzgerald - Assistant Vice President, Portfolio Management
Ms. Fitzgerald earned her Bachelor of Science in Business Administration from Bryant College. Upon graduation in 2001, she worked as a financial analyst for the investment consulting firm CRA Rogers Casey. Prior to joining South Street Advisors Ms. Fitzgerald worked as a performance measurement analyst at Informa Investment Solutions, specializing in preparing quarterly performance reports for pension fund clients. At South Street Advisors she serves on the investment committee.
Suzette Blount - Director of Administration
Ms. Blount has administered global custody accounts for over 20 years, with experience at JP Morgan Chase and at Deutsche Bank. At JP Morgan Chase, she was responsible for handling over $2.0 billion in client assets. Ms. Blount attended Farmingdale University.