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.
MARK DE ANGELIS - Chief Compliance Officer
Mr. De Angelis joined South Street Advisors, LLC as Chief Compliance Officer in 2018.
In addition to serving as a Chief Compliance Officer for South Street Advisors, through his position at Cipperman Compliance Services, LLC Mark works with a wide variety of other investment advisors to ensure their compliance program is implemented, maintained and monitored.
Mark has over 20 years of experience in the financial services industry.
Prior to joining Cipperman, Mark was a senior compliance manager with Capital One supporting their 401k Services and Digital Guidance & Advice programs. Mark also held multiple positions with Morgan Stanley including CCO for their Global Investment Solutions UIT series.
During his career, Mark has served as a FINRA analyst in both the Advertising Regulation and Market Regulation divisions where he managed numerous regulatory investigations.
Mark earned a B.S. in Political Science from Towson University in Maryland. He has obtained the following FINRA licenses: Series 7, 9, 10, 24, 66 and 87.
In his spare time away from CCS, Mark enjoys spending time with his wife and daughter. He also enjoys golfing, kayaking and volunteer work.
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.