Cheryl Pate, CFA®
Senior Portfolio Analyst

Ms. Pate is a Senior Portfolio Analyst at Angel Oak Capital Advisors. Ms. Pate has more than 15 years’ experience in financial services and primarily focuses on investment research in the community and regional bank debt space.

Ms. Pate joined Angel Oak in 2017 from Morgan Stanley, where she spent 10 years in equity research focusing on the financial sector. Ms. Pate led the Consumer & Specialty Finance research team as an Executive Director and Senior Lead Analyst.  Her research coverage included the consumer finance, specialty finance, mortgage servicing/originations, mortgage REIT, payments, fintech and banking industries.

Ms. Pate 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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