Our Team

J. Dale Harvey

Mr. Harvey, Founder and CEO, is Chief Investment Officer and Chair of the Investment Committee.

Before founding Poplar Forest, Mr. Harvey spent 16 years successfully managing portfolios and performing investment analysis for The Capital Group Companies. Prior to resigning from The Capital Group Companies, Mr. Harvey was portfolio counselor for five different American Funds mutual fund sub-accounts collectively accounting for over $20 billion of client funds. In addition to his investment responsibilities, Mr. Harvey was involved in numerous management and oversight roles within the mutual fund arm of the The Capital Group Companies.

Mr. Harvey received a B.S. in Commerce with Honors from the University of Virginia in 1987 after which he worked for Morgan Stanley & Co. in the Mergers and Acquisitions Department for two years. He then earned a Master of Business Administration with Honors from Harvard University in 1991 prior to joining The Capital Group Companies.


 

Christopher E. Morphy

Mr. Morphy, President, is responsible for client relationships and business development. Mr. Morphy, who joined Poplar Forest Capital in 2007, is also Vice Chair of the Investment Committee.

Before joining Poplar Forest, Mr. Morphy spent 21 years managing portfolios and relationships for high net worth individuals at the firm of Gamble, Jones, Holbrook & Bent. Upon being named a partner in 1995 and President shortly thereafter, the firm was subsequently renamed Gamble, Jones, Morphy & Bent. When he resigned in 2007, Mr. Morphy was responsible for overseeing 21 employees and over $1 billion in assets.

Mr. Morphy received a B.S. in Business Administration from the Menlo School of Business Administration in 1983 after which he worked for Kidder, Peabody & Co. and Hambrecht & Quist in their brokerage groups in San Francisco.


 

Peter J. McAniff

Mr. McAniff is an investment analyst primarily responsible for the consumer sector. Mr. McAniff, who joined Poplar Forest Capital in 2007, is also a member of the Investment Committee.

Before joining Poplar Forest, Mr. McAniff spent 13 years working in corporate finance, including eight years in the Mergers and Acquisitions Departments of J.P. Morgan & Co., Lehman Brothers and BancAmerica Securities. After resigning from his position as a Vice President in the J.P. Morgan M&A Group in New York, Mr. McAniff co-authored The Practitioner's Guide to Investment Banking, Mergers & Acquisitions, Corporate Finance.

Mr. McAniff received a B.A. in History, cum laude, from Holy Cross College in 1989 after which he worked in the Office of Ronald Reagan. He then earned a Master of Business Administration from the UCLA Anderson School of Management in 1994 as well as a Juris Doctor from the UCLA School of Law in 1994 prior to joining BancAmerica. Mr. McAniff is a member of Phi Beta Kappa as well as the California Bar.


 

Catherine M. Lloyd, CFA

Ms. Lloyd is an investment analyst primarily responsible for the technology sector. Ms. Lloyd, who joined Poplar Forest Capital in 2007, is also a member of the Investment Committee.

Before joining Poplar Forest, Ms. Lloyd spent over ten years in the financial services industry including a year as Director of Research for Shafer Cullen Capital Management following six years with Morgan Stanley & Co. in New York, in both the Equity Research and Investment Banking Departments.

Ms. Lloyd received a B.S. in Financial Services from Oregon State University in 1987 after which she worked in the Fixed Income Trading Department at Manufacturers Hanover Company and in the Equity Research Department at Morgan Stanley. She then earned a Master of Business Administration from the Darden Graduate School of Business at the University of Virginia in 1993 prior to returning to Morgan Stanley. Ms. Lloyd has held the designation of Chartered Financial Analyst since 2002.


 

Stephen A. Burlingame, CFA

Mr. Burlingame is an investment analyst primarily responsible for the healthcare sector. Mr. Burlingame, who joined Poplar Forest Capital in 2011, is also a member of the Investment Committee.

Before joining Poplar Forest, Mr. Burlingame spent seven years with Trust Company of the West first as a research analyst covering the healthcare sector and later as a managing director and co-portfolio manager. He also spent a year with Brandywine Asset Management working as a research analyst on their Large Cap Value product.

Mr. Burlingame received a B.A. in Economics, cum laude, from Claremont McKenna College in 1999. Mr. Burlingame has held the designation of Chartered Financial Analyst since 2011.


 

Derek S. Derman, CFA

Mr. Derman is an investment analyst primarily responsible for the financial services sector. Mr. Derman, who joined Poplar Forest Capital in 2011, is also a member of the Investment Committee.

Before joining Poplar Forest, Mr. Derman spent 16 years in the financial services industry including six years as a managing director and co-portfolio manager at Trust Company of the West. He also spent two years with Wedbush Securities as a financial services analyst and four years with Provident Investment Counsel as a senior vice president and co-portfolio manager on the Large Cap Flexible Growth and Concentrated Growth Funds.

Mr. Derman received a B.A. in Economics from the University of California, San Diego in 1991. Mr. Derman earned a Master of Business Administration from the S.C. Johnson Graduate School of Management at Cornell University in 1995. Mr. Derman has held the designation of Chartered Financial Analyst since 1997.


 

Kevin J. Quadros

Mr. Quadros is responsible for client relationships and business development on the East Coast. Mr. Quadros joined Poplar Forest Capital in 2011.

Before joining Poplar Forest, Mr. Quadros spent over 17 years in business development including building and expanding mutual fund distribution in the intermediary channel with several domestic and international asset managers.

Mr. Quadros received a B.S. in Business Administration with a concentration in Finance from Salem State University. He then earned a Master of Business Administration from Suffolk University.


 

A. Ryan Newman

Ms. Newman is the firm's Controller and Chief Compliance Officer. Ms. Newman joined Poplar Forest Capital in 2008.

Before joining Poplar Forest, Ms. Newman spent nine years in the investment banking industry working for Bankers Trust. While there, Ms. Newman was part of the team that made real estate investments on behalf of a public pension fund client. In addition to her investment responsibilities, Ms. Newman was asset manager for that investment fund.

Ms. Newman received a B.A. in Mathematics, cum laude, from Smith College in 1985 after which she worked for Prudential-Bache Securities in the Investment Banking Department for two years. She then earned a Master of Business Administration from the Wharton School of the University of Pennsylvania in 1989. Ms. Newman is a member of Phi Beta Kappa.

70 South Lake Avenue, Suite 930
Pasadena, California 91101
626.304.6000