Beck brings over two decades' experience to growing fintech
NEW YORK, May 8, 2025 /PRNewswire/ -- Today, Pontera, the fintech company enabling retirement savers to get 401(k) management from their trusted advisor, announced the appointment of Kris Beck to the role of Chief Legal Officer.
In this role, Beck will oversee the legal and compliance teams and all related matters at Pontera. She will report to Yoav Zurel, Chief Executive Officer.
Beck has over two decades of experience in corporate law, with deep expertise in the technology and financial services industries. Prior to Pontera, she served as Chief Legal Officer and Corporate Secretary for Crexi, a B2B technology company providing data and marketplace solutions for the commercial real estate industry, and for United Capital Financial Partners, a wealth management firm with $25B assets under management. She also held roles at law firm O'Melveny & Myers, LLP.
"We are excited to welcome Kris to our talented and growing team at Pontera," said Zurel. "Her deep experience and track record working with both B2B technology and wealth management companies will be instrumental as we continue to bring innovative solutions to the retirement industry. We look forward to Kris' leadership and counsel in support of Pontera's work for the benefit of consumers, advisors and employers, and as we navigate the changing landscape of wealth management."
"Pontera is leading the way in providing consumers with a better way to optimize their retirement savings, and advisors with a means of scaling their business to offer more holistic options to their clients," said Beck. "I am thrilled to join a growing company that shares my passion for innovation and consumer-first mentality, and I look forward to working with the team."
Beck earned her BA in English Literature from UCLA and her JD from the UCLA School of Law. She will be based in Pontera's New York City office.
About Pontera
Pontera is a fintech company on a mission to help millions of Americans retire better by enabling financial advisors to manage, balance, and report on clients' assets in 401(k)s, 403(b)s, and other workplace-sponsored accounts. Our secure, purpose-built platform, seamlessly integrated with advisors' portfolio management tools, is designed to work across many account types and help advisors improve financial outcomes through more comprehensive investment management. Founded in 2012, Pontera is headquartered in New York City. Learn more at pontera.com.
Contact
Zachary Pardes
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Prosek Partners
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SOURCE Pontera
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