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Cheryl Pate, CFA®
Senior Portfolio Analyst

Cheryl is a Senior Portfolio Analyst at Angel Oak Capital Advisors. Cheryl has more than 15 years’ experience in financial services and primarily focuses on investment research, particularly in the non-bank financials and community banking sectors.

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 the consumer finance, specialty finance, mortgage servicing/originations, mortgage REIT, payments, fintech and banking industries.

Cheryl holds an M.B.A. from Duke University’s Fuqua School of Business and a B.S. in Commerce (Finance) from the University of British Columbia. She also holds the Chartered Financial Analyst (CFA) designation.

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