Cheryl Pate, CFA
Angel Oak Capital
Cheryl Pate, CFA is a Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Financials Income Fund, Financial Strategies Income Term Trust and the Dynamic Financial Strategies Income Term Trust. Cheryl has more than 15 years’ investment experience and primarily focuses on investment research and management across the firm’s financial sector-focused strategies.
Cheryl joined Angel Oak in 2017 from Morgan Stanley, where she was an Executive Director and Head of Consumer & Specialty Finance Equity Research. Her research coverage included a multitude of financial sectors, including consumer, specialty, mortgage, REIT, payments, fintech and banking.
Cheryl has been featured as a television guest on CNBC, Bloomberg, TD Ameritrade Network and Yahoo! Finance TV and has been quoted in various publications including American Banker, Marketwatch, DailyAlts and S&P Global Market Intelligence.
Cheryl holds a B.S. in Commerce (Finance) from the University of British Columbia and an M.B.A. from Duke University’s Fuqua School of Business. She also holds the Chartered Financial Analyst (CFA) designation