WFIRM Philanthropic Advisory Group
The Philanthropic Advisory Group of the Wake Forest Institute for Regenerative Medicine provides advice and support related to fundraising in behalf of the Institute’s programs, and public education about the Institute’s work. Members of the Board are volunteers and donors to the institute.
David Shelton - Chair
R & D Properties
Until his retirement from Lowe’s Home Improvement in March 2007, David Shelton was responsible for Lowe’s real estate expansion activities. He joined the company in 1970 as a part-time warehouse associate and went on to serve as a store manager, corporate operations analyst, vice president of training, vice president of sales operations, and vice president of store operations. He assumed the role of senior vice president of real estate, engineering and construction in 1997.
A native of Stokes County, N.C., Mr. Shelton earned a bachelor’s degree from Berea College in Kentucky, and holds master’s and doctorate degrees from the University of North Carolina-Greensboro.
Mr. Shelton has served as a member of the American Management Association, American Society for Training and Development, Home Center Leadership Council, and the President’s Advisory Council at Berea College. He has also served on the Board of Directors for the Excellence Foundation at the University of North Carolina-Greensboro.
He currently serves as chairman of the Board of Trustees for Berea College, and as a member of the Audit, Buildings and Grounds, and the Executive Committees. He is also a member of the Association for Governing Boards of Universities and Colleges in the U.S. and serves on the Board of Directors for the Wilkes County, North Carolina, Chamber of Commerce.
The Greater Gift Initiative
Senior Vice President, Power & Utilities
Bank of America
Greg Cox is a senior vice president and the community point person for Bank of America in Winston-Salem, NC. His primary responsibility is managing the overall banking relationship for power and utility clients and prospects in the Southeastern United States for Bank of America.
Cox joined the company in 2001. Before moving back to his hometown, Cox was most recently the Regional Commercial Banking Sales Manager in the western half of Virginia during his eleven year tenure at First Union National Bank.
Since moving back to Winston-Salem, Cox has been actively involved in the community. He is a current or former board member of many local non-profits to include the Winston-Salem Chamber of Commerce, Wake Forest Institute for Regenerative Medicine, the Winston-Salem Foundation and the Forsyth County United Way. He is a Paul Harris Fellow and holds FINRA Series 7, 79, and 63 licenses.
Cox received a BS in Business from Wake Forest University where he lettered four years in baseball. He is married to the former Diane Nelson of Raleigh and has four children – Will (21), Ashley (18), Andrew (16), Katy (8).
John W. Davis, III
Deutsche Bank Alex Brown
John W. Davis, III, is the managing director of Deutsche Bank Alex Brown investment bankers, headquartered in Winston-Salem, N.C. He is a graduate of Guilford College with a Bachelor of Arts in Economics and Wake Forest University with a Master of Arts in Liberal Studies.
Mr. Davis serves on the Board of Governors of the University of North Carolina, and the Board of Directors of the following organizations: Research Triangle Foundation, Reynolda House Museum of Art, New Winston Museum (chairman), Wake Forest Schools of Business, and the North Carolina Chamber of Commerce. His previous Board service includes some two dozen nonprofit, educational, arts and business organizations in North Carolina and the Southeastern United States.
He resides in Winston-Salem with his wife, Terrie Allen Davis, a retired attorney. They are the parents of two grown children.
Pamela Egan, Pharm. D.
Former Associate Director
Un. of Massachusetts Medical Center
Pamela Egan is a former Associate Director of the University of Massachusetts Medical Center, where she served on several committees including the Human Subjects Committee, Quality Assurance Committee and served as Chair of Nutrition Support Service.
Pamela is a member of the Boards of The Winsor School Cooperation and the Children’s Hospital Trust, which promotes philanthropic engagement in Children’s Hospital Boston to advance its mission of patient care, research, education and community service.
Additionally, Pamela has served on the Board of Directors of Carruth Capital, LLC and is a past Vice President of the Board of the United States Figure Skating Club.
Pamela earned a Bachelor of Science degree in Pharmacy and a Doctor of Pharmacy degree from the Massachusetts College of Pharmacy. She lives with her husband, Jack, and three children in Massachusetts.
W. K. “Ike” Keener, Jr.
President and CEO
Allegacy Federal Credit Union
W. K. “Ike” Keener, Jr. is president and chief executive officer of Allegacy Federal Credit Union, headquartered in Winston-Salem, North Carolina and known for its support of breast cancer research. In 2006, Allegacy was awarded the Jill Ireland Award for Voluntarism as a Corporation by the Susan G. Komen Breast Cancer Foundation Race for the Cure. The company’s Winston-Salem location features a public park for breast and ovarian cancer survivors and their loved ones.
In 1998, Allegacy started the annual Don’t Wait (DW) Golf Tournament, which has directly benefited Cancer Services, Inc. Allegacy has been a local presenting sponsor for the Susan G. Komen Race for the Cure for the past seven years.
Active elsewhere in his community, Mr. Keener was appointed to the North Carolina Business and Office Advisory Board and served as chairman for three years. In 2007, he was the City Walk chairman for the Juvenile Diabetes Research Foundation, and he currently serves on the local Hospice board. In 2002, he was awarded the North Carolina Credit Union Mark of Excellence award by the North Carolina Credit Union League.
Mr. Keener is a graduate of East Carolina University and the College of Financial Planning. He is a Certified Financial Planner and a graduate of the Certified Credit Union Executive Program.
A Winston-Salem native, he is married to Elaine Keener, and they have one daughter, Amanda.
R. Otto Maly
Kroenke Holdings and Maly Commercial Realty
R. Otto Maly is currently the president and director of Special Projects of Kroenke Holdings. He also serves as the chairman of Bluebird Network, a company he co-founded that delivers broadband throughout rural communities in Missouri.
Maly, a Missouri native with nearly 30 years of experience in real estate and business development, is also President of Maly Commercial Realty, a nationwide development and leasing company that was founded in 1993. He founded Maly Commercial Realty after working 10 years at The Kroenke Group, one of the nation’s leading and most-respected real estate development companies.
Mr. Maly served as Vice-President of Development at TKG, which he was responsible for construction, site selection, and financing. During his tenure at TKG he was instrumental in spearheading many deals, including a partnership with Riverpark Construction that led to the completion of a 135,000 square foot Sam’s Wholesale Club in 57 days in Dallas, Texas. The project created hundreds of jobs for the community.
Bluebird Network is a provider of broadband infrastructure that has partnered with the State of Missouri through the American Recovery and Reinvestment Act of 2009. Through this partnership Bluebird Network is providing broadband access to underserved communities and rural areas throughout Missouri.
Maly Commercial Realty is a full-service commercial real estate brokerage that specializes in retail development, site selection, and leasing both locally and across the United States. Maly Commercial Realty has developed more than 30 retail centers.
Mr. Maly has been active in the Columbia community, where he currently resides with his wife, Stella, and their two children. He is a former member of his alma mater’s finance advisory board for the Robert J. Trulaske, Sr. School of Business at the University of Missouri and currently holds a position on the advisory board of the Jeffrey E. Smith Institute of Real Estate as well as being a member of the school’s Herbert J. Davenport Society. Additionally, Mr. Maly has been a member of the Columbia Independent School’s Board of Trustees since the school’s inception in 1998, and Mr. Maly was instrumental in the school’s founding.
Elias H. Pegram, Jr.
First Vice President and Senior Financial Analyst
Elias H. “Butch” Pegram is a native of Winston-Salem and has worked in financial services since 1983. After completing service in the United States Air Force, he earned an undergraduate degree from the University of North Carolina at Wilmington and a MAEd from East Carolina University.
Prior to entering the financial services field, Mr. Pegram worked at the university in Wilmington and at Cape Fear Technical and Community College. While living in Wilmington, he served as president of the New Hanover County Heart Association for four years.
He is a member of the Board of Directors of the Old Hickory Council of the Boy Scouts of America. In his spare time, he enjoys supporting various athletic programs at Wake Forest University.
Chairman and CEO
Primo Water Corporation
Billy D. Prim is the founder, chairman and chief executive officer of Primo Water Corporation. Primo, a privately held company based in Winston-Salem, N.C., has re-invented bottled water for the home in order to eliminate single-use plastic bottles from landfills. By transforming the outdated office water cooler into a desirable Energy Star-rated home appliance, and making great-tasting bulk water available at retail, Primo has created and leads a rapidly expanding category at retail. Primo’s water bottle exchange program encourages consumers to recycle, re-use and reduce by using their zero-waste, 3- and 5-gallon bottles. To date, Primo has helped prevent over 303 million bottles from entering landfills.
Prior to Primo, Mr. Prim was founder and chief executive officer of Blue Rhino Corporation, the nation’s leading provider of branded propane cylinder exchange and complementary propane-fueled appliances. In 2004, Mr. Prim sold Blue Rhino to Ferrellgas.
Prior to founding Blue Rhino in 1994, Mr. Prim was chairman and chief executive officer of American Oil & Gas Company, a regional petroleum marketer.
Mr. Prim is chairman of the Dean Prim Foundation, which provides scholarships for students to attend four-year colleges and universities, as well as the opportunity to participate in a China travel and study program. The Foundation was created in memory of Mr. Prim’s father, who was an active member of the Yadkin County Board of Education.
In 2003, Mr. Prim was named a recipient of The Carolinas’ Ernst & Young Entrepreneur of the Year Award. This program honors entrepreneurs whose ingenuity, hard work and perseverance have created and sustained successful, growing business ventures.
Mr. Prim is the owner of the Winston-Salem Dash minor-league baseball team, which is a Class A affiliate of the Chicago White Sox.
Mr. Prim is a member of the World Presidents’ Organization and serves on the Boards of Directors of the Winston-Salem Chamber of Commerce and the Wake Forest University Schools of Business.
He and his wife, Deborah, reside in Winston-Salem.
Mark E. Roberts, CFA
Chief Investment Officer
Biltmore Family Office
Mark E. Roberts, CFA serves as the Chief Investment Officer for Biltmore Family Office, as well as a Managing Director for Ironsides Asset Advisors and for the Tuscarora Company (a family office). Immediately preceding that, Mr. Roberts was the Director of Global Equities and Hedged Strategies for the North Carolina Retirement Systems where he and his team were responsible for the management of the $33 billion Global Equity and Hedge Fund portfolios for the State of North Carolina. Additionally, Mr. Roberts has served as Chief Investment Officer for families and provided consulting services for endowments and foundations in both asset allocation, manager due diligence and portfolio construction. Earlier in his career, Mr. Roberts served as Director of Risk Management for Centura Bank and had asset – liability management responsibilities. Mr. Roberts received his Master of Science degree in finance from Virginia Commonwealth University and a Bachelor of Science degree from the Calloway School of Business at Wake Forest University. Mr. Roberts is the past Chairman of the Board for the NC State Investment Fund and still serves on the fund’s board. He is a member of the North Carolina Society of Financial Analysts and the American Finance Association. Mr. Roberts has served on multiple non-profit boards. Mr. Roberts, and his wife Sherry, reside in eastern North Carolina and have two children.
David Zacks, JD
Zacks Resolutions, LLC