Cheryl L. Page, CFA, CFP®

Managing Director / Portfolio Management

28 Years Investment Experience

Cheryl Page is a managing director and serves as portfolio manager for State-Specific municipal bond portfolios throughout the Mid-Atlantic and Southeast, and is also a member of the managed ETF strategy team. Cheryl is the team leader for investment relations. Prior to joining Caprin, Cheryl was vice president at Trusco Capital Management (formerly Crestar Asset Management) where she managed three municipal bond funds – the Virginia Intermediate Fund, the Virginia Fund, and the Maryland Fund – and also invested taxable bond accounts.

Cheryl graduated cum laude from State University of New York at Albany in 1987 with a Bachelor of Science degree in Business Administration with a concentration in Finance and a minor in Psychology. She earned her Chartered Financial Analyst (CFA®) designation in 1992 and her Certified Financial Planner (CFP®) designation in 2000.  Cheryl is a Board Member of CFA Virginia, is a past president of the Bond Club of Virginia, and is also a past president and chairman of the board of directors of the Financial Planning Association of Central Virginia.

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