Deschutes Investment Consulting has announced the promotion of Katrina Bell to Partner and President Deschutes Retirement Plan Services. Since joining the firm in 1998, Bell has played a key role in the firm’s development by managing client relationships and overseeing marketing and client engagement programs, according to the announcement.
“Katrina represents the face of the future of the retirement plan consulting space and I’m confident that under her leadership, Deschutes will continue to innovate, grow and provide thoughtful counsel to our corporate clients and our team here at Deschutes,” notes MacGregor Hall, Founder and CEO of the firm. Hall will relinquish the title of President and oversight of day-to-day operations, but will still be actively involved in strategic direction of the retirement plan consulting business as well as the firm's wealth management business.
Along with Bell’s promotion, Deschutes announced that Mike Walters, a 20-year financial services veteran who has been with the firm since 2012, has been named Partner, Director of Business Development. In this role, Walters will be spearheading the retirement plan services group’s organic growth initiatives.
