Kate Doppelt
About Kate Doppelt
Kate Doppelt is a Client Portfolio Manager at Dodge & Cox in San Francisco, with extensive experience in consultant relations and a strong educational background in economics and psychology.
Title
Kate Doppelt currently serves as a Client Portfolio Manager at Dodge & Cox in San Francisco, California. She blends her extensive experience and deep knowledge of financial management to manage client portfolios effectively.
Current Role at Dodge & Cox
Kate Doppelt is currently employed as a Client Portfolio Manager at Dodge & Cox. She operates out of their San Francisco office and works in a hybrid capacity. Her role involves strategic management of client portfolios, leveraging her significant industry experience to provide tailored financial solutions.
Previous Experience at Fisher Investments
Before joining Dodge & Cox, Kate Doppelt worked at Fisher Investments for five years. She held several key positions including Vice President - Consultant Relations from 2018 to 2023, Associate Vice President - Consultant Relations from 2017 to 2018, and Investment Counselor from 2015 to 2017. At Fisher Investments, Kate focused heavily on consultant relations, gaining valuable experience in this specialized area.
Role at Forester Capital, LLC
Kate Doppelt's earlier career includes a seven-year tenure at Forester Capital, LLC, where she served as a Senior Associate, Fund Specialist. Her work there involved fund management, solidifying her expertise in managing investment funds and developing strong analytical skills.
Education and Academic Background
Kate Doppelt has a diverse and robust educational background. She earned her Master of Business Administration (MBA) from Duke University - The Fuqua School of Business in 2013. Prior to that, she completed an MSc in Decision Science from The London School of Economics and Political Science (LSE) in 2006. Her academic journey began at Bryn Mawr College, where she received her BA in Economics and Psychology in 2005.