Our Team
J. Dale Harvey
Mr. Harvey, Founder and CEO, is the Chief Investment Officer.
Mr. Harvey spent 16 years successfully managing portfolios and performing investment analysis for the Capital Group Companies before resigning in August 2007. While at the Capital Group, Mr. Harvey was portfolio counselor for five different 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 Capital Group Companies.
After receiving a B.S. in Commerce with Honors from the University of Virginia in 1987, Mr. Harvey worked for Morgan Stanley & Co. in the Mergers and Acquisitions Department for two years. He then earned a Masters in Business Administration with Honors from Harvard University in 1991 prior to joining the Capital Group Companies.
Christopher E. Morphy
Mr. Morphy, President of the Firm, is responsible for client relationships and business development at the Firm.
Mr. Morphy spent 21 years managing portfolios and relationships for high-net worth individuals at the firm of Gamble, Jones, Morphy & Bent. When he resigned in October 2007 to join Poplar Forest Capital, Mr. Morphy had served as President of the firm for four years and 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. Prior to joining Gamble, Jones, Morphy & Bent, Mr. Morphy worked for Kidder, Peabody & Co. and Hambrecht & Quist in their brokerage groups in San Francisco.
Peter J. McAniff
Mr. McAniff is an investment analyst covering the consumer discretionary sector. He also serves as the Firm's Chief Compliance Officer.
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.
After receiving a B.A. in History with Honors from Holy Cross College in 1989, Mr. McAniff worked in the Office of Ronald Reagan. He then earned a Masters in 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 the Director of Research. Her analytical responsibilities include the information technology and consumer staples sectors.
Ms. Lloyd has over ten years experience in the financial services industry. Her experience includes a year as Director of Research for Shafer Cullen Capital Management following seven years with Morgan Stanley & Co. in New York, in both the Equity Research and Investment Banking Departments.
After receiving a B.S. in Financial Services from Oregon State University in 1987, Ms. Lloyd worked in the Fixed Income Trading Department at Manufacturers Hanover Company. She spent two years in the Equity Research Department at Morgan Stanley before pursuing graduate studies. Ms. Lloyd earned a Masters in 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.
Brinda Budhraja
Ms. Budhraja is an investment analyst covering the financial services sector.
Ms. Budhraja joined Poplar Forest in the fall of 2009. She received her M.B.A. from the Stanford Graduate School of Business in June 2009 and earned a B.S. in Economics, Cum Laude, from the Wharton School at the University of Pennsylvania in 2003.
Ms. Budhraja's experience includes four years at Wellington Management Company as an equity research associate (2003-2007) and a summer at Boston Consulting Group (2008).
70 South Lake Avenue, Suite 930
Pasadena, California 91101
626.304.6000
