“I find my job most fulfilling when I see a client walk out of a meeting with us feeling more confident in their situation because of the conversations they had with our team."

 
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Kate Gudgel joined our Gilbert & Cook team in 2022 as a Senior Investment Strategist. Kate brings over a decade of investment experience and a proven track record of delivering strategic insights to sophisticated investors. As Director of Research & Investor Relations at Gilbert & Cook, Kate leads the firm’s investment research process, identifying opportunities across public and private markets and ensuring portfolios align with clients’ long-term objectives.

Her role encompasses portfolio management, market analysis, and manager due diligence, with a focus on uncovering top-tier investment solutions that drive performance and preserve wealth. Kate also serves on the Investment Committee, where she oversees sourcing and evaluation of strategies designed to meet the complex needs of high-net-worth individuals and families.

Since earning the Chartered Financial Analyst designation in 2012, Kate has been committed to excellence in investment management and client communication. She is an active member of CFA Society Iowa and graduated from the University of Iowa.

Kate’s approach is grounded in clarity, discipline, and a deep understanding of global markets—instilling confidence in clients and empowering them to achieve their financial vision.

Investment Strategy