Scott Strait

R. Scott Strait, Ph.D.

Chief Technology Officer, Co-Founder

Scott has an extensive record of IT leadership and strategic technology transformation within the financial services industry, most recently at Charles Schwab & Co. At Schwab, Scott was CTO, divisional CIO for the Schwab Institutional business serving independent financial advisors, and divisional CIO for the Schwab Investor Services business serving retail investors.

As head of Schwab Institutional Technology, Scott led the effort to build and to support independent advisors as they adopted the Internet for the first time. He was also responsible for building the back-office tools used by Schwab to support the advisor business.

As CTO and head of retail technology, Scott drove the technology strategy to support cross-channel integration and develop a more client-facing experience as Schwab’s focus shifted from transaction-based to relationship-based. He led the complete rewrite of as well.

Prior to Schwab, Scott was with Lawrence Livermore National Laboratory and Arthur Andersen, where he was a CPA.