Meet Our Team

Kate Milheim

Director - Investor Relations

500 East Morehead Street
Suite 350
Charlotte, NC 28202

Kate is based in EverWest’s Charlotte office and is a member of the Investor Relations team.

Kate joined EverWest in 2019 and has over 18 years of investment experience. She is responsible for communications, investor reporting and marketing materials for the open-end funds.  


  • Joined Guggenheim Real Estate in 2002, when it began operations, with a primary focus on third party manager and operating partner evaluation and REIT market analysis
  • As the firm grew, began managing client, consultant and advisory relationships and worked closely with senior management to execute the firm’s investor relations strategy as well as design back-end databases and record systems 
  • Highly involved in new product development, including marketing and offering materials, for a variety of commercial real estate strategies
  • Previously served public and private clients in the retail and consumer products industries as an analyst with the Mergers and Acquisitions Group at First Union Securities 


  • Guggenheim Real Estate – Director, Investor Relations
  • First Union Securities (now Wells Fargo) - Investment Banking Analyst, Mergers & Acquisitions


  • University of North Carolina at Chapel Hill Kenan-Flagler Business School - B.S. in Business Administration