Deals & People January 8, 2008

PMFM Names Doherty as President

The board of directors of PMFM, Inc., an Athens, Georgia-based registered investment adviser, has tapped Judson P. Doherty as president, effective immediately.
Reported by

A news release from the company said Doherty is responsible for all operations of the firm, including oversight of its investment department and sales and marketing initiatives, as well as the delivery of PMFM’s 401k Toolbox service. Doherty, who also serves as Chief Financial Officer, has been with PMFM since 2001.

“Jud was already running PMFM on a day-to-day basis, and doing a great job of it,” Tim Chapman, who previously served as President, said in the announcement. “Giving him the title of president is simply a reflection of the responsibilities he’s had for several years.”

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Chapman will continue to serve as Chairman and CEO.

Deals & People January 8, 2008

Another Retirement Exec to Join CAPTRUST

CAPTRUST Financial Advisors has announced that Beryl Ball has joined the advisory and research firm.
Reported by

Ball will be part of the Richmond, Virginia office. She comes to CAPTRUST with over 25 years of experience in the retirement advisory industry and was most recently Senior Vice President of Retirement Services- Mid-Atlantic Region at SunTrust Banks, Inc.

CAPTRUST CEO, J. Fielding Miller said in a press release, “We are pleased to welcome Beryl Ball to join our CAPTRUST team of financial advisors. She brings a tremendous amount of knowledge, experience, and insight through her experiences with plan sponsors and will be invaluable as we seek to execute on our vision to become the nation’s most valued advisory firm for mid-market companies and their executives.’

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CAPTRUST is headquartered in Raleigh, NC with district offices in Atlanta, GA, Charlotte, NC, Philadelphia, PA, and Richmond, VA and provides advisory services to clients representing over $20 billion in assets.

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