South Street Advisors LLC

Our two principals offer their clients varied investment management expertise. Our associates are all seasoned investment professionals averaging over 10 years of market experience.

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 20 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.

Jere Patterson - Director of Marketing

Mr. Patterson joined South Street Advisors LLC as its Director of Marketing. Previously he was the Founder and President of Mediacast, LLC, a privately held multi-million dollar television marketing company.

Prior to creating Mediacast, Mr. Patterson spent years packaging and selling nationally syndicated programming to advertisers and their agencies in New York, Los Angeles, Chicago, Atlanta and throughout the United States. He was General Partner of Cable Concepts, a rep firm that created the local cable ad market in Southern California, and also was General Manager of KNAC-FM in Long Beach, California.

Mr. Patterson earned a Bachelor of Arts degree at Princeton University.

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.

R. Michael Parker - Chief Compliance Officer

Mr. Parker was a former senior examiner with the SEC from 1970 until his retirement in 2004. During this time he played an important role in the design and implementation of inspection techniques for both domestic and international asset managers.

Since his retirement, Mr. Parker has served as a consultant to several investment advisers and investment company groups, as well as to the International Division of the Financial Industry Regulatory Authority (FINRA).

Mr. Parker holds both a Bachelor of Science degree in Business Administration and a Master of Business Administration from the University of Maryland.

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.