Chief Operating Officer
Mr. Scott Kreitz has nearly 20 years of significant finance, trading, compliance, and risk management experience with proven success supervising front, middle, and back office operations.
Mr. Kreitz serves as the Chief Operating Officer of both WBI Investments, WBI Technologies, Millington Securities, and The Hartshorne Group. He played an integral role in the build and launch of Cy, WBI Technologies’ revolutionary advisor-assisted robo platform.
Mr. Kreitz previously served as the Vice President of Operations at Millington Securities where he and his team focused on providing high-touch institutional trading services and exchange-traded fund advisory services.
Prior to joining Millington Securities in June of 2018, Mr. Kreitz was Associate Director at Royal Bank of Canada (RBC) where he oversaw a team charged with Model Risk Management and Compliance for the firm’s institutional equities and derivatives trading (both vanilla and exotics) desks. Additionally, he was responsible for the production of collateral to be reviewed by Federal Reserve examiners as part of the Comprehensive Capital Analysis and Review exams that the Bank was subject to.
Prior to RBC, Mr. Kreitz was a Vice President at Barclays managing a team responsible for providing assurance over the integrity of the firm’s valuations of its trading positions, as well as calculating regulatory prudent valuation numbers. Working closely with the global Product Control team that supports this, being an accountable executive on Valkyrie, a strategic price testing platform, as well as representing Barclays in external industry capacities on valuation matters.
Mr. Kreitz began his career on Wall Street as an Assistant Vice President at Lehman Brothers in Finance, overseeing the production of client profitability analytics, assisting Institutional Sales with the identification of cross-selling opportunities.
Mr. Kreitz earned a Master of Science from Brown University in Marine Organic Chemistry and Climatology and is a published author in this space. He currently maintains his FINRA Series 7, 24, 57, 63, and 99 licenses.