All Partners

Nate
Kelso

Shaping Technology Advantage for Financial Services Firms

PartnerCIO

Nate-kelso

Leadership Roles

  • Senior Vice President, Chief Information Security Officer, Head of Information Technology – Research Affiliates LLC
  • Senior Vice President, Applications – Research Affiliates LLC
  • Director, Platform and Integration – BlackRock

Nate delivers technical and security leadership for global enterprises that rely on technology at the vanguard.  He has deep experience developing robust platforms, proprietary software, and high-performing teams.  Reflecting more than twenty years in the investment management sector, Nate has sophisticated knowledge of hedge funds, fund of hedge funds, private equity, public equity, and fixed income.  His work elevates operational efficiency, drives scalability, and improves user experience.  Nate is especially attuned to how a strong IT infrastructure drives business growth and sustainability.  His forte is alignment of technology with enterprise goals to fuel digital transformation.  He propels solutions development through astute business analysis matched by savvy strategic thinking.

As a senior executive, Nate led the information technology team and managed application development, project management, business analysis, and cloud computing strategy.  For leading companies in the financial services industry, he built IT infrastructure, data architecture and mission-critical systems that enabled business processes and enterprise growth.  His solid understanding of the investment management sector was reflected in the seamless deployment of new tools and platforms.  With CISO responsibility, he developed a robust business continuity plan that ensured continuity in the event of a disaster.  He developed an information security strategy to protect the firm and no breaches occurred during his leadership tenure. Nate is a recognized leader in custom application development with numerous launches to his credit. He is committed to driving business value, creating efficiencies, and scaling operations.

Nate graduated with a Bachelor of Arts in Business Administration with an emphasis in finance from Washington State University.  He achieved Charter Financial Analyst (CFA) designation and is a member of the Orange County Society of Financial Analysts.  Nate is passionate about spending time outdoors as he is an avid hiker and snow sports enthusiast.  He also enjoys adventurous outings with his family.