Kris Beck Takes on Chief Legal Officer Role at Pontera to Enhance Compliance and Leadership

Kris Beck Joins Pontera as Chief Legal Officer

Pontera, the fintech company focused on empowering retirement savers, recently announced the appointment of Kris Beck as their new Chief Legal Officer. With her extensive background in corporate law, particularly within technology and financial services, Beck is set to play a pivotal role in shaping the legal and compliance frameworks at Pontera.

In her new position, Beck will oversee legal and compliance teams, ensuring that the company not only adheres to regulatory standards but also innovates in its delivery of retirement savings solutions. Reporting directly to Chief Executive Officer Yoav Zurel, her insights and legal acumen are expected to drive Pontera's mission of providing enhanced retirement management services.

With more than twenty years of experience in corporate law, Beck has previously held significant positions. Before joining Pontera, she served as Chief Legal Officer and Corporate Secretary for Crexi, where she focused on B2B technology solutions for commercial real estate data and marketplaces. Her role at United Capital Financial Partners, a wealth management firm managing $25 billion in assets, provided her with a robust understanding of wealth management and financial advisory services. Additionally, her time at O'Melveny & Myers, a premier law firm, equipped her with invaluable experience that she brings to Pontera.

Reflecting on her appointment, Beck expressed enthusiasm about joining Pontera, stating, "Pontera is leading the way in providing consumers with a better way to optimize their retirement savings. I am thrilled to join a growing company that shares my passion for innovation and a consumer-first mentality."

Zurel shared his excitement in welcoming Beck to the team, remarking, "Her deep experience will be instrumental as we continue to bring innovative solutions to the retirement industry. We look forward to her leadership and counsel as we navigate the changing landscape of wealth management."

This strategic appointment comes as Pontera seeks to expand its influence in the fintech sector. The company is on a mission to help countless Americans achieve better retirement outcomes by enabling financial advisors to effectively manage assets in workplace-sponsored accounts like 401(k)s and 403(b)s.

Pontera's secure platform integrates seamlessly with advisors’ portfolio management tools, supporting various account types and enhancing financial outcomes through comprehensive investment management.

Founded in 2012 and headquartered in New York City, Pontera’s continual growth and innovation are backed by a commitment to consumer empowerment and a strong regulatory framework. With Beck's appointment, Pontera is positioned to strengthen its leadership in the industry and continue advocating for better retirement solutions.

Kris Beck holds a Bachelor’s degree in English Literature from UCLA and a Juris Doctor degree from the UCLA School of Law, further cementing her qualifications to steer Pontera in its commitment to legal integrity and compliance in a rapidly evolving marketplace.

As Pontera continues to evolve, Beck's legal expertise could be a game-changer, ensuring that the firm not only leads in innovation but also does so within a framework of rigorous legal and ethical standards. Her role will undoubtedly be crucial as Pontera seeks to optimize retirement savings for consumers while offering scalable solutions for financial advisors.