Cheryl L. Page, CFA®, CFP®

Managing Director / Portfolio Management

29 Years Investment Experience

Cheryl Page is a managing director and serves as portfolio manager for Virginia focused municipal bond portfolios, is a member of the managed ETF strategy team, and is a member of Caprin’s credit and investment committees. 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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