Office Locations:
623 Fifth Ave, New York, NY 10022
400 Royal Palm Way, Palm Beach, FL 33480
Year founded:
1998
Number of employees:
8
Phone:
212 292 7803
Email:
info@southstreetadv.com
Website:
southstreetadv.com
LinkedIn:
linkedin.com/company/prentice-wealth-mangement-llc
Thomas Carhart
Principal
Stephen B. Owen
Principal
Michael W. Butts
Principal
Leadership
Thomas Carhart has extensive experience managing equity and fixed-income portfolios for not-for-profit institutions, wealthy families, Japanese insurance companies, and European mutual funds. From 1986 to 1995, he worked at Brown Brothers Harriman & Co., supervising a department that provided U.S. and global investment management services to overseas investors. Under his leadership, assets under management grew from $200 million to $1.2 billion. Earlier, he spent two years as a New York Stock Exchange floor trader at Carlisle Decoppet & Co. Carhart earned a bachelor’s degree from Antioch College and an MBA from Columbia University. He serves as a director of Prevent Child Abuse America and Arts for Art, a New York City jazz philanthropy organization.
Principal
Thomas Carhart
Stephen B. Owen has more than 30 years of experience managing investments for private clients and institutions in the U.S. and abroad. Before joining South Street Advisors, he was a managing director at Brown Brothers Harriman & Co., overseeing its non-U.S. investment management activities. He supervised the International Department and served as a director of the bank’s Cayman Trust Company, overseeing U.S. equities and alternative investments, including private equity and hedge funds. At South Street Advisors, his clients include longstanding international relationships and domestic clients concentrated in New York and South Florida. Owen earned a bachelor’s degree in economics from Duke University, where he remains involved in a private endowment supporting children’s research. He also serves on a yacht club board, is fluent in French and Spanish, and competes in backgammon tournaments.
Principal
Stephen B. Owen
Michael W. Butts has more than 25 years of experience managing equity and fixed-income portfolios for private clients, family foundations, and nonprofit organizations. Before joining South Street Advisors, LLC, he was a partner and portfolio manager at Tocqueville Asset Management, L.P., managing private-client investments and advising families on financial matters. He began his career as an equity research analyst in the asset management department of First American National Bank, which was later acquired by Regions Financial. Butts earned a bachelor’s degree in finance from Belmont University and an MBA from the University of Alabama in Tuscaloosa. He is a member of the New York Society of Security Analysts and supports charitable work for the American Cancer Society.
Principal
Michael W. Butts
David Domenick, Sr.
Managing Partner and Investment Adviser Representative
David Domenick Sr., president and founder of Capital A Wealth Management, has helped individuals and families plan for retirement for more than 35 years. He founded the firm in 1990 after recognizing the need for financial planning that looked beyond investments to retirement income. Today, Domenick oversees the firm’s operations while continuing to work with clients alongside his sons, David Jr. and Brandon, and daughter-in-law, Jaclene. A graduate of Indiana University of Pennsylvania, he lives in New Castle with his wife, Rosa. He enjoys golfing, working out, traveling, and spending time with family, especially his granddaughter, Cecilia.
Managing Partner and Investment Adviser Representative
David Domenick, Sr.
Paul Kiefer, CFP®
Investment Adviser Representative
Paul Kiefer, founder of Kiefer Financial, brings more than 50 years of financial industry experience to Capital A Wealth Management. Since beginning his career in 1972, he has remained committed to helping clients pursue financial freedom and retirement goals with honesty, patience, and integrity. A graduate of Youngstown State University, Kiefe is a Certified Financial Planner™ professional and holds multiple insurance and securities credentials. Outside the office, he enjoys working out and following baseball, football, and basketball. Most importantly, he enjoys spending time with his wife, Beatrice, daughter, Kelly, and two grandsons.
Investment Adviser Representative
Paul Kiefer, CFP®
Brett Chieze, CPA
Partner, Capital A Tax Solutions and Tax Professional
Joel Nesbitt, CFA®
Director of Financial Planning
Lisa Harvey
Customer Support
Pam Chhabra
Manager – Residential Strata
Brett Chieze serves as a tax professional and CPA at Capital A Wealth Management, helping clients navigate tax planning with a focus on optimizing financial strategies and identifying valuable deductions and credits. A graduate of Robert Morris University, he earned a degree in business administration with a concentration in accounting and brings experience managing complex tax matters. He is known for his attention to detail, problem-solving skills, and commitment to building strong client relationships. Chieze lives in Harmony with his wife, Chandler, and their daughters, Vienna and Aspen. Outside the office, he enjoys sports, particularly football, and exploring new restaurants.
Partner, Capital A Tax Solutions and Tax Professional
Brett Chieze, CPA
Joel Nesbitt joined Capital A Wealth Management in 2020 and helps clients build and review retirement plans as their needs and circumstances evolve. A graduate of Slippery Rock University with a degree in finance, he holds life, accident, and health insurance licenses, as well as a Series 65 license. After spending a few years in Arizona, Nesbitt made his way back home to Pennsylvania and is newly married to his wife, Shannon. Outside the office, he enjoys live music, bodybuilding, and numismatics – the study and collection of coins, currency, and medals.
Director of Financial Planning
Joel Nesbitt, CFA®
Lisa Hardy is a valued member of the customer support team at Aquastar Swim Schools, bringing extensive customer service and leadership experience to the organisation. Before joining Aquastar, she worked in the security industry in customer service and assistant manager roles, developing strong communication, problem-solving and relationship-building skills. She also holds qualifications in business management and hospitality.
At Aquastar, Hardy is recognised for her outstanding customer service and commitment to supporting families. She is highly experienced with the customer portal and a trusted contact for enrolments, account enquiries, program information and customer requests. Outside work, she enjoys soccer and swimming.
Customer Support
Lisa Harvey
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
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Bio
Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
“Swimming is more than a sport – it is an essential life skill that can save lives. Aquastar Swim Schools believes every child deserves the skills, confidence and awareness to stay safe around water, regardless of their background or access to private lessons”
Gareth Cope,
Aquastar Swim Schools
“Aquastar Swim Schools strives to be a genuine extension of each school community, delivering safe, organised and flexible programs tailored to individual needs. Great service goes beyond swimming lessons – it means building trust, supporting families and creating positive outcomes for students”
Peter Smith,
Aquastar Swim Schools
Since its founding in 1996, South Street Advisors, LLC has combined independent investment advice with close, long-term client relationships. It provides customized portfolio management for individuals and institutions, tailoring each portfolio to clients’ investment needs, objectives, and risk tolerance.
The firm serves high-net-worth individuals and families, college endowments, and other nonprofit organizations, as well as affluent clients outside the U.S. International clients account for roughly half of its assets under management, reflecting its principals’ extensive global investment experience.
Each principal brings more than 30 years of experience managing U.S. and global portfolios for domestic and international clients. Their disciplined investment approach and personal attention remain central to the firm’s business.
South Street Advisors is headquartered in Midtown Manhattan, NY and is expanding its presence with an additional office in Palm Beach, FL, scheduled to open on November 1.
Water safety for every child
For some families, where cost or access is a barrier, a school program may be the only structured swimming and water safety education their child receives, which is why Aquastar’s School Swimming and Water Safety Program goes beyond swimming lessons. Each swimmer is assessed against age- and ability-appropriate skills and receives
certificates and water safety education resources, giving schools measurable evidence of progress alongside the harder-to-measure gains in confidence and independence.
Aquastar’s commitment to children extends past the lessons themselves, with scholarships, fundraising, Giving Days and employment opportunities for young people carrying Aquastar's community focus beyond the pool.
The company's read on the future stays close to that purpose: expanding practical learn to swim and water safety, reaching more children through school partnerships, and continuing to invest in the next generation of teachers and supervisors.
Recognition in The Educator’s Service Provider Awards for 2026 reflects a business that has grown quickly while keeping its founding priorities intact – helping more children become confident, capable and safe in the water.
