Cheryl Pate
Directeur/Membre du Conseil chez ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST
Profil
Cheryl M.
Pate is currently working as a Trustee and Portfolio Manager at Angel Oak Funds Trust and Angel Oak Capital Advisors LLC respectively.
She is also serving as an Independent Trustee for Angel Oak Strategic Credit Fund, Angel Oak Financial Strategies Income Term Trust, and Angel Oak Credit Opportunities Term Trust.
Previously, she worked as a Research Analyst at Morgan Stanley & Co. LLC from 2006 to 2013.
Ms. Pate completed her undergraduate degree from the University of British Columbia in 1998 and earned an MBA from The Fuqua School of Business in 2002.
Postes actifs de Cheryl Pate
| Sociétés | Poste | Début |
|---|---|---|
| ANGEL OAK FINANCIAL STRATEGIES INCOME TERM TRUST | Directeur/Membre du Conseil | 29/06/2023 |
Angel Oak Capital Advisors LLC
 Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak Capital Advisors LLC (Angel Oak) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2009 by Michael Fierman, Sreeniwas Prabhu and Brad Friedlander. They are directly owned by Angel Oak Asset Management Holdings LLC, which is owned by Angel Oak Companies LP. Angel Oak provides investment advisory services to mutual funds and private funds as well as separate managed accounts. The firm is a signatory to the United Nations-supported Principles for Responsible Investment (PRI). | Portfolio Manager-Fixed Income | 01/06/2017 |
Angel Oak Strategic Credit Fund
 Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Angel Oak Strategic Credit Fund is a closed-end investment fund/investment trust. Its investment objective is to invest in credit default swaps, total return swaps, interest rate swaps, equity swaps, currency swaps, options on foregoing swaps, and other types of swaps. The company is headquartered in Atlanta, GA. | Directeur/Membre du Conseil | 01/01/2022 |
Angel Oak Credit Opportunities Term Trust
 Angel Oak Credit Opportunities Term Trust Investment Trusts/Mutual FundsMiscellaneous Angel Oak Credit Opportunities Term Trust is a newly organized, non-diversified, closed-end management investment fund. It plans to invest primarily in residential mortgage-backed, commercial mortgage-backed, asset-backed, and high yield securities; unsecured consumer loans; collateralized loan and debt obligations; and residential loans and mortgages. The company was founded in 2021 and is headquartered in Atlanta, GA. | Directeur/Membre du Conseil | 01/01/2022 |
| Angel Oak Funds Trust | Directeur/Membre du Conseil | 04/02/2022 |
Anciens postes connus de Cheryl Pate
| Sociétés | Poste | Fin |
|---|---|---|
| ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST | Directeur/Membre du Conseil | 02/01/2022 |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | - |
Formation de Cheryl Pate
| University of British Columbia | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Angel Oak Capital Advisors LLC
Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak Capital Advisors LLC (Angel Oak) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2009 by Michael Fierman, Sreeniwas Prabhu and Brad Friedlander. They are directly owned by Angel Oak Asset Management Holdings LLC, which is owned by Angel Oak Companies LP. Angel Oak provides investment advisory services to mutual funds and private funds as well as separate managed accounts. The firm is a signatory to the United Nations-supported Principles for Responsible Investment (PRI). | Finance |
Angel Oak Strategic Credit Fund
Angel Oak Strategic Credit Fund Investment Trusts/Mutual FundsMiscellaneous Angel Oak Strategic Credit Fund is a closed-end investment fund/investment trust. Its investment objective is to invest in credit default swaps, total return swaps, interest rate swaps, equity swaps, currency swaps, options on foregoing swaps, and other types of swaps. The company is headquartered in Atlanta, GA. | Miscellaneous |
Angel Oak Dynamic Financial Strategies Income Term Trust
 Angel Oak Dynamic Financial Strategies Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Angel Oak Dynamic Financial Strategies Income Term Trust is a closed-end investment fund. It engages in investment activities. It focuses on the investment in U.S. financial sector debt. The company was founded on October 23, 2019 and is headquartered in Atlanta, GA. | Miscellaneous |
Angel Oak Credit Opportunities Term Trust
Angel Oak Credit Opportunities Term Trust Investment Trusts/Mutual FundsMiscellaneous Angel Oak Credit Opportunities Term Trust is a newly organized, non-diversified, closed-end management investment fund. It plans to invest primarily in residential mortgage-backed, commercial mortgage-backed, asset-backed, and high yield securities; unsecured consumer loans; collateralized loan and debt obligations; and residential loans and mortgages. The company was founded in 2021 and is headquartered in Atlanta, GA. | Miscellaneous |
| Angel Oak Funds Trust | Miscellaneous |
Angel Oak Financial Strategies Income Term Trust
 Angel Oak Financial Strategies Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Angel Oak Financial Strategies Income Term Trust is a closed-end investment fund. Its objective is to seek current income with a secondary objective of total return. The Fund utilizes a banking sector debt-centric strategy, which exhibits low historical correlations to other areas of the market. The company was founded on June 14, 2018 and is headquartered in Atlanta, GA. | Miscellaneous |
