Team

Cheryl Pate, CFA®
Portfolio Manager

Cheryl is a Portfolio Manager at Angel Oak Capital and serves as a Portfolio Manager for the Financials Income Fund and the Financial Strategies Income Term Trust. Cheryl has more than 15 years’ experience in financial services and primarily focuses on investment research and credit underwriting, 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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