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Kate Kloster

Advisor

CFP®

As an Advisor on the Carpenter Hehmeyer Team, Kate Kloster’s priority is to consistently provide clients with ‘Raving Fan’ service. When working with client portfolios, Kate ensures that everything is executed and completed according to the team’s standards. As one of the main contacts for clients, she lends her continuously expanding expertise to the development of every client relationship.

Kate received her B.A. in Economics with a minor in Philosophy from Denison University in 2013. She began her career with Moneta in 2014 as Client Service Manager on the Carpenter Team.

Outside of Moneta, Kate enjoys staying active through different activities, including soccer and rugby. A self-proclaimed “foodie,” Kate loves trying new restaurants and visiting different places in St. Louis.

  • B.A., Economics, minor in Philosophy, Denison University
  • CERTIFIED FINANCIAL PLANNER®

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news alr...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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