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.
Phil Stevens, Chair
President and Owner
Specialty Car Company
Phil Stevens is the owner and president of Specialty Car Company, Inc., which he founded in 1990 in Kingsport, Tenn. In 1999, he opened a second location in Wilkesboro, N.C. Previously, Mr. Stevens was a vice president with Lowe’s Home Improvement, where he held a variety of management positions during more than 27 years until his retirement in 2000. He is the president of Phil G. Stevens & Associates, which provides consulting services to several companies, including Lowe’s, and is a manager/member of PLS Investments and Anchor Associates.
Mr. Stevens serves on the Board of Directors of the Wilkes County Community Foundation and is president of the Watauga-Ashe-Wilkes Scholarship Foundation, which awards scholarships to deserving students from these North Carolina counties. He has served as co-chair of fundraising for the Wilkes County Heritage Museum and as co-chair of the NFL Alumni-Shriners Charity Golf Classic, which benefitted the Cincinnati Shriners Hospital for Children and Wilkes Community College. Mr. Stevens also serves on the Board of Directors for First Citizens Bank and on the endowment board for Wilkes Community College.
Mr. Stevens is the father of two grown daughters.
David Shelton - Vice 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.
Senior Vice President
Bank of America Corporation
Gregory A. Cox is senior vice president and city executive for Bank of America Corporation in Winston-Salem, N.C. He is a member of the Board of Directors of the United Way of Forsyth County, the Winston-Salem Chamber of Commerce, and recently completed chairing the successful Second Century Capital Campaign for Family Services.
Mr. Cox is also a volunteer coach for youth sports and a volunteer in the Forsyth County public schools. He is a native of Winston-Salem and a graduate of Wake Forest University. He is married to the former Diane Nelson of Raleigh and the proud father of four children: Will, Ashley, Andrew and Katy.
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.
Noel Lee “Skip” Dunn
Chairman Emeritus, Aon Global
Skip Dunn is the chairman emeritus of Aon Global. He is the former president of Aon Risk Services of the Americas, Inc. and former chairman of Aon Risk Services Latin America and Canada. Mr. Dunn started his career at Aetna Casualty and Surety Company and then joined the Pilot Insurance Agency as a partner. After Pilot was sold to Rollins Burdick Hunter, he served as chairman and CEO of the resulting company’s Carolinas division before his move to Aon.
Mr. Dunn currently serves on the Wake Forest University Baptist Medical Center Board of Visitors. Previously, he served on the advisory committee of WFU’s Graduate School Board of Visitors.
Mr. Dunn has served on many national boards for the arts and environment and currently serves on the Board of Visitors of the UNC School of the Arts. He earned his undergraduate degree from UNC Chapel Hill in 1964.
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.
Paul Fulton, Jr.
Bassett Furniture Industries, Inc.
Paul Fulton, Jr. is chairman of Bassett Furniture Industries, Inc., where he served as chairman and chief executive officer from 1997-2000. He served as dean of the Kenan-Flagler Business School at the University of North Carolina from 1993-1997. His path to serving as president (1988-1993) of Sara Lee Corporation began when he was a trainee at Hanes Hosiery in 1959.
Mr. Fulton is a lifetime member of the Wake Forest Baptist Medical Center Board of Visitors and a former member of the Brenner Children’s Hospital Advisory and Amos Cottage Boards. He co-chaired a dinner in 2005 honoring the late Dr. Thomas K. Hearn to benefit the Brain Tumor Center, and he has been instrumental in Sara Lee’s previous support of the Medical Center. In 2000, he created an endowed fund for Brenner Children’s Hospital.
He has served on the Boards of Directors for Bank of America Corporation, the William Carter Company (Atlanta), Cato Corporation, Hudson’s Bay Company (Toronto), Sonoco Products Company, and Lowe’s. The Forsyth County United Way, The Crosby Scholars and Winston-Salem State University have all benefited from his leadership of their campaigns, as well as the University of North Carolina at Chapel Hill, his alma mater. Mr. Fulton is a member of the UNC Board of Governors, which oversees the state-wide system.
Mr. Fulton has also served on the Boards of Old Salem, Senior Services, Virginia Episcopal School, the Winston-Salem Foundation, Step One, and the Enrichment Center. In 2007, he was the honorary chairman of the Professional Golf Association Wyndham Championship.
Mr. Fulton has three grown children, one of whom is an MBA graduate of Wake Forest University. He grew up in Walnut Cove, North Carolina.
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
President, 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.
President, The Morgan Company
Chairman, The Morgan Foundation
Jim Morgan, a 1975 graduate of Wake Forest University, is an ordained Presbyterian minister, having served churches in Atlanta for several years before returning home to Laurinburg, N.C., to assist in managing businesses established by his family. After 10 years as vice president, he became president of The Morgan Company in 2003. He is also the chairman of The Morgan Foundation, which supports higher education, religious endeavors and community charities.
Mr. Morgan has served on the Boards of St. Andrews Presbyterian College, Scotia Village Retirement Community and the Montreat Conference Center, a national conference center for the Presbyterian Church USA. He is also an avid jazz pianist and pop musician.
Mr. Morgan is a strong supporter of Wake Forest University athletics. He is married to Annette Morgan, who teaches psychology at the University of North Carolina at Pembroke. They are the parents of three grown children: Melody, Mindy and Matthew. The Morgans reside in Laurinburg.
Elias H. Pegram, Jr.
Vice President and Senior Financial Advisor
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.
Daniel “Dan” T. Reiner
Dan Reiner is an entrepreneur whose endeavors have included technology start-ups, optics, biotechnology, computer peripherals, manufacturing, and real estate. He currently serves on the board of directors of Pacific Northwest Biotechnology and is a former board chairman for World Wide Packets, Inc. and Optical Devices Inc.
Dan earned his MBA from Pepperdine University. He and his wife, Rhonda, have a son, Andrew.
John M. Vann
Executive Vice President, Corporate Development
Chiltern International, Inc.
John Vann is executive vice president, corporate development, for Chiltern, a leading global contract research organization headquartered in London, U.K., which conducts and staffs international Phase I to Phase IV clinical trials. He co-founded Clinical Trial Management Services, Inc., in 1990 and served as chief executive officer until October 2007, when the company became part of Chiltern.
Mr. Vann is an elder at First Presbyterian Church in Bristol, Tennessee. He also serves on the boards of Citizens Bank and the Wake Forest University Board of Visitors.
He is married to Karen Ottenfeld Vann. They have four children and seven grandchildren.