Nate Kelso

Nate Kelso

CFA
Senior Vice President, Applications

Nate Kelso manages the Applications team, which owns the delivery of new software solutions for the firm including the development of the public website, interactive tools, and sales and marketing platform. The Applications team is also responsible for the firm’s business analysis, project management, and quality assurance functions.

For more than 20 years, Nate has managed software development within the investment management industry. Prior to joining Research Affiliates, he was the Director of Software Product Management at BlackRock responsible for the development and implementation of software for the BAA investment management business.

Nate holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.

Nate earned a BA in business administration with an emphasis in finance from Washington State University.