Erik R. Beck | Schwab - Millennium Trust Company

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Executive Leadership Team

Erik R. Beck

President, Retirement & Custody Services
Erik Beck

As President of Retirement & Custody Services, Erik is responsible to lead the growth, strategy, sales, relationship management and product development functions supporting our Retirement & Custody Services businesses, including Automatic Rollover IRAs, Self-Directed IRAs, Workplace Savings Solutions, Emergency Savings Solutions, Institutional Fund Custody Solutions, and other complementary services and solutions.

Prior to joining Millennium Trust, Erik was a managing director, member of the operating committee, and head of the investment management industry group at BNY Mellon. There he led a team responsible for business development and client engagement. Prior to that role, he held various other leadership positions responsible for technology projects and building partnerships with key clients. Erik is passionate about finding opportunities that contribute to the success of clients and drive growth for the firm.

Erik holds a BS in Finance from San Diego State University and serves on the board of trustees of the New York Foundling.