Stephen Bates Owen
Portfolio Manager-Equities at South Street Advisors LLC
Profile
Mr. Stephen B.
Owen is a Principal at South Street Advisors LLC.
He 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 in June 2009, Mr. Owen served as Managing Director at Brown Brothers Harriman & Co., overseeing the firm’s non-U.S.
investment management activities.
He 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.
He earned a Bachelor’s Degree in Economics from Duke University.
Stephen Bates Owen active positions
| Companies | Position | Start |
|---|---|---|
South Street Advisors LLC
 South Street Advisors LLC Investment ManagersFinance South Street Advisors LLC (SSA) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1998 after the dissolution of a predecessor company, Carver Cross & Carhart, which was formed in 1996. SSA provides investment services tailored to the specific financial requirements of not-for-profit organizations and high net-worth individuals. | Portfolio Manager-Equities | 2009-05-31 |
Former positions of Stephen Bates Owen
| Companies | Position | End |
|---|---|---|
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Portfolio Manager-Equities | 2009-12-30 |
Training of Stephen Bates Owen
| Duke University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Finance |
South Street Advisors LLC
South Street Advisors LLC Investment ManagersFinance South Street Advisors LLC (SSA) is an independent registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 1998 after the dissolution of a predecessor company, Carver Cross & Carhart, which was formed in 1996. SSA provides investment services tailored to the specific financial requirements of not-for-profit organizations and high net-worth individuals. | Finance |
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