Kate Gudgel

Education

Bachelor’s Degree, University of Iowa

Professional Certification

Chartered Financial Analyst® (CFA®), 2012

Professional Experience

Director of Research & Investor Relations, Gilbert & Cook (2025-2026)
Senior Investment Strategist, Gilbert & Cook (2022–2025)

Industry Affiliations

Member, CFA Society Iowa

Kate Gudgel brings a disciplined, research-driven approach to helping clients navigate today’s increasingly complex investment landscape. As Director of Research & Investor Relations at Gilbert & Cook, she leads the firm’s investment research process — identifying opportunities across public and private markets and ensuring portfolios align with each client’s long-term objectives.

With more than a decade of investment experience, Kate plays a central role in shaping the firm’s investment strategy. Her 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, she contributes 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. 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.

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.

Phone: (515) 270.6444

5058 Grand Ridge Dr., West Des Moines, IA 50265