Kate Gudgel, CFA

Kate is a Principal in the West Des Moines, Iowa office. With more than a decade of investment experience, Kate brings a disciplined, research-driven approach to helping clients navigate today’s increasingly complex investment landscape. Her approach is grounded in clarity, discipline, and a deep understanding of global markets, helping clients remain focused on long-term outcomes amid short-term noise.

Prior to joining Cerity Partners, Kate served as Director of Research & Investor Relations at Gilbert & Cook, where she led the firm’s investment research process — identifying opportunities across public and private markets and helping ensure portfolios aligned with each client’s long-term objectives.

Kate’s work spans portfolio management, market analysis, and manager due diligence, with a focus on sourcing high-quality investment solutions designed to preserve and grow wealth. As a member of the Investment Committee at Gilbert & Cook, she contributed to the evaluation and selection of strategies tailored to the needs of high-net-worth individuals and multi-generational families.

Kate is passionate about translating complex market dynamics into clear, meaningful insights for clients. She finds her work most fulfilling when clients leave conversations with greater confidence — equipped with a deeper understanding of their portfolios and a clearer path forward.

Since earning the Chartered Financial Analyst® designation in 2012, Kate has remained committed to excellence in both investment management and client communication. She values the responsibility of stewarding client capital and approaches each decision with thoughtful analysis and a long-term perspective.

Learn more about my practice.