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Board of Directors

Board of Directors

David Pottenger

Senior VP/Portfolio Manager - Morgan Stanley Smith Barney - Director, Chair

David holds a BA from Davidson College, 1979. He has been very active in the greater Durham community through his current and past board work with Urban Ministries of Durham (Board Chair), YMCA of Durham, Lakewood YMCA (Board Chair), Hope Valley Country Club (President), Executive Service Corps, Westminister Presbyterian Church

Phail Wynn, Ph.D

VP for Durham and Regional Affairs - Duke University - Director, Vice Chair

Dr. Wynn holds a Master’s degree from the College of Education and Psychology at NC State, a doctorate from the College of Education and Psychology at NC State, and a Master of Business Administration (MBA) degree from the Kenan-Flagler School of Business at the University of North Carolina at Chapel Hill. Dr. Wynn served as Assistant to the President and Vice President of Support Services at Durham Technical Institute (now Durham Technical Community College) before being appointed President of Durham Technical Institute. He was the first African –American community college president in the North Carolina system. He retired as the president in December of 2007 and was named President Emeritus by the Board of Trustees. Dr. Wynn has served as Vice President for Durham and Regional Affairs at Duke University since January 2008.

Kevin G. Montgomery

Principal & Director of Architecture - O'Brien/Atkins Associates, PA - Director, Secretary

For three decades, Kevin Montgomery, FAIA, has served this nation’s architectural profession with unyielding dedication, determination, and distinction. As the first African-American President of the North Carolina Board of Architecture, Montgomery has championed collaboration between educators, practitioners, and the profession’s governing bodies. Montgomery has worked tirelessly in the interest of the profession, serving critical leadership roles with the National Council of Architectural Registration Boards, National Association of Accreditation Boards and the North Carolina Board of Architecture. For Kevin, mentoring young architects is the product of deeply held, personal commitment to the advancement of the next generation. He is a powerfully nurturing role model for hundreds of intern architects in North Carolina. His sage advice and support has been particularly valued by those emerging professionals presently underrepresented in the practice: minorities and women. Kevin G. Montgomery, FAIA, is a dedicated advocate for the practice of architecture. Through his unstinting service and leadership, he has envisioned a future for the profession that is ever more collaborative, accountable, and accessible.

Jane Brown

Senior Strategic Advisor, Business Development, Mosaic Health Solutions – Director

As a Senior Strategic Advisor for Mosaic Health Solutions, Jane is responsible for deals from end to end including sourcing opportunities, negotiating transactions, and growing portfolio companies. Prior to Mosaic Health Solutions, Jane was a strategic business lead responsible for growing patient care services generating over $400mm in revenue at a premier academic medical center. Passionate about making health care better, Jane’s career spans from starting a nonprofit to spur innovation in women’s health to guiding C-level health care executives as they develop new ways to care for patients as a PwC consultant. Jane has a MBA with a concentration in health sector management from the Fuqua School of Business at Duke University and received her bachelor’s degree in psychology from Franklin and Marshall College. Outside of the office, Jane enjoys gardening and travelling with her husband and three daughters.

Harvey Cohen, MD

Walter Kempner Professor of Medicine Director, Center for the Study of Aging – Director

Harvey Jay Cohen, MD, currently serves in several professional roles at Duke University Medical Center in Durham, North Carolina, including Walter Kempner Professor, Director, Center for the Study of Aging and Human Development, Chair Emeritus, Department of Medicine, Principal Investigator of the Duke Claude Pepper Older Americans Independence Center, and of the Partnership for Anemia: Clinical and Translational Trials in the Elderly (PACTTE). He received his medical degree, cum laude, from Downstate Medical College of the State University of New York (SUNY). He served his internship in medicine at Duke University Medical Center, where he was later a resident and a Fellow in Hematology-Oncology. He was also a staff associate for the National Institutes of Health, National Institute of Arthritis and Metabolic Diseases. Dr. Cohen chairs the Cancer in the Elderly Committee for The Alliance for Clinical Trials in Oncology, and co-chaired the Task Force on Cancer and Aging for the American Association for Cancer Research. He is President of the American Federation for Aging Research and a past President of the American Geriatrics Society, the Gerontological Society of America and the International Society of Geriatric Oncology. He has published extensively with more than 300 peer reviewed papers as well as book chapters on topics in geriatrics and hematology/oncology. His current interests are geriatric assessment, biologic basis of functional decline, and cancer and hematologic problems in the elderly.

Stephen Cole

President & CEO of Concrete Data, LLC – Director

Stephen Cole serves as President & CEO of Concrete Data, LLC, a software development company based in Durham, and has over 25 years of experience in information technology. A software developer by training, Stephen began his career in IT with large firms, including Morgan Stanley and Microsoft. Since 2000, Stephen has worked primarily with small entrepreneurial firms. He served as CTO and Director for two technology startups, BlueBolt Networks and Digital Forms Solutions; operated as an independent consultant for several years; and has led Concrete Data since 2012. Stephen is active in First Presbyterian Church, where he has served as a deacon, and has served as Treasurer of various nonprofit organizations including the Duke School Parent Service Organization. Stephen holds a BA in English from UNC-Chapel Hill and an MBA from UNC’s Kenan-Flagler Business School.

Christa Evans

CEO/General Manager, Hope Valley Country Club – Director

Christa is Chief Executive Officer and General Manager of Hope Valley Country Club, in Durham, North Carolina. Christa also serves as Executive Secretary to the Board of Governors. Christa has served as served as CEO/GM since April 15, 2014.

Previously, Christa served as Clubhouse Manager at Carolina Country Club in Raleigh, North Carolina, where she stabilized and grew the Food & Beverage operations. During her Directorships at VCT and Technology Training Associates, she worked with her club clients to build successful communications and technology systems that served their memberships.

In 1992, Christa graduated from the Cecil B. Day School of Hospitality & Management with a concentration in Club Management from Georgia State University. She achieved the designation of Certified Club Manager in 1999 and is an active member of the Club Manager’s Association of America at the regional and national level. Christa regularly conducts educational sessions at Club Managers Association of America regional chapter meetings and national conference.

Christa is an active member of the Club Foundation’s Board. Through the Club Foundation, Christa makes a difference with future and current club leaders through education and networking.

Anthony Galanos, MD

School of Nursing at Duke University, Duke University Health System – Director

Anthony Nicholas Galanos, M.A., M.D. is a Professor of Medicine and Associate Professor in the School of Nursing at Duke University and Medical Director for the Inpatient Palliative Care program at Duke University Health System. Dr. Galanos is also a Senior Research Fellow at the Center for the Study of Aging and Human Development. Dr. Galanos served as The Forest’s first Medical Director from 1992-2005, and served six years on The Forest at Duke Board of Directors. He received a medical degree from University of South Alabama in Mobile, Alabama.

Michelle Harper

President/CEO, Savii, Inc. – Director

Michelle serves as President & CEO of Savii Inc., a software company located in Raleigh, NC. With over a decade of health & information technology experience, Michelle’s career goal is to make tech usable for the end-user, regardless of technical ability. Previously, Michelle served as Sr. Product Manager for Home Care Software Solutions based in Cary, NC and Director of Sales & Marketing at eCast Corporation, both of which focused on health technologies and allowed her to leverage her experience in operations, including strategic planning, sales, marketing, customer relations, and project management. Michelle is active in the Triangle startup community serving as mentor for the Citrix Innovators Program and a Reviewer for the NC Idea Grant program.

In 2004 Michelle graduated from East Tennessee State University with a M.A. in History and from Emory & Henry College in 2002 with a B.A. in History with a minor concentration in Mathematics and has work published in International Social Science Review. Michelle serves alongside her husband, Pastor Greg Harper, at their church in Holly Springs and is a proud Gama to four grandchildren.

Russell Jones

Director, President of Residents' Association

Mr. Jones has been a resident of The Forest since 2013.  He received his BA degree in economics from Claremont McKenna College and a MA degree in economics from the University of Illinois at Champaign/Urbana.  After 3 ½ years of active duty in the US Navy, he earned a Ph.D. in economics from the University of California at Santa Barbara.  He has held a joint appointment with the Economics and Environmental Studies Departments at the University of California/Santa Barbara, was an International Economist at the U.S. Department of Commerce, served as Manager of the Corporate Planning and Economics Department at Pennzoil Corporation, and as Senior Economic Advisor at the American Petroleum Institute he focused on energy and environmental legislative and regulatory issues.

Prior to moving to The Forest, he was Treasure of the Villamay Community Association in Alexandria, Virginia.  At The Forest he served on the Resident Association Board for 2014-2017 as Director for the Facility Services Committee, Chair of the Grounds Committee and Chair of the Building & Safety Committee, with responsibility for oversight of the Rose Clippers, the Greenhouse Group and the Woodshop Committee.  Additionally he was Chair of the Ad Hoc Interior Gardens Committee, member of the Finance Committee, the Patriotic Events Committee, and the Website Advisory Committee.  With five other “Ducks”, he helped organize the “Getting-Your Ducks-in-a- Row” program.  In 2017 he was elected as President of the Resident Association.

Arnie Lerman

Director, Resident

Forest resident since December 2010. Education: Hamilton College, BA; Yale Law, LLB; US Army 1953-1955. Washington DC Law Practice 1955-1993; 1962-1993 Partner, Wilmer, Cutler & Pickering.

Advising Business Executives and Boards; engaging in business transactions; appearances before courts, agencies and Congress. Practice in diverse areas including banking, finance, regulatory and legislative issues, structuring businesses, funding development, strategic planning and commercial transactions. Working with non-profit organizations at various times since 1992, including: Trustee, Academy Art Museum; Director, Delmarva Foundation for Medical Care; Director, Quality Health Foundation (Chair); Director, Chesapeake Chamber Music, Inc.; Director, Chesapeake Music Chamber Competition (Chair & Founder); Director, Temple B’nai Israel—Finance and Long Range Planning; Judea Reform Congregation Durham—Finance Committee.

Heather Linton

Linton & Associates, PA – Director

Heather Smith Linton, CPA founded Linton & Associates, PA, an accounting and consulting firm specializing in helping individuals and owners of closely-held businesses, in 1989. She received her B.A. summa cum laude in philosophy and art history from the University of Delaware and her MBA from the University of North Carolina at Chapel Hill. Ms. Linton is a Certified Financial Planner™ (CFP®), and Certified Divorce Financial Analyst (CDFA).

Ms. Linton’s professional activities have included serving as President of the North Carolina Association of CPAs (NCACPA) and representing North Carolina as a member of the American Institute of CPAs (AICPA) Council and CPA Vision Team. She is a member of the Durham-Orange Estate Planning Council, Financial Planning Association, and Institute for Certified Divorce Financial Analysts. Ms. Linton was recognized by CPA Magazine in 2009 as one of the top 40 Tax Advisors to know during the recession.

Ms. Linton has been involved in several community activities including currently serving on the Foundation Board for North Carolina Central University and the local board of Wells Fargo Bank, the finance committee for the Ellerbee Creek Watershed Association and the Durham Central Park Co-housing Community. Past board service includes the Durham Arts Council, Durham Technical Community College Foundation, Durham Communities in Schools, Chapel Hill Country Club, and the Durham Chamber of Commerce.

Ms. Linton’s publishing credentials include her authorship of the Streetwise Guide to Business Valuation (Adams Media, 2004) and Protecting Your Financial Security When Getting a Divorce (McGraw-Hill, 2004). In addition, she has written numerous articles on financial and tax issues. She has been quoted by many high-profile and local publications including: The New York Times, CBS MarketWatch, Wall Street Journal, Bloomberg Wealth Manager, Business North Carolina, and the Triangle Business Journal.

Ms. Linton’s communication experience includes talks and seminars about tax and financial planning topics such as estate planning, tax planning, divorce planning strategies and business valuation. She has been an invited speaker at national and state-wide professional conferences as well as seminars for the general public. She has appeared on several radio and television programs to talk about taxes and financial and divorce planning.

Dean McCumber

Director, Resident

Dean and Nancy moved across US-15/501 from Hope Valley into The Forest in May 2013. At the urging of a resident, Dean became responsible almost immediately for the administration of the 35 raised-bed gardens, a responsibility that continues to expose him through the Grounds Committee and the Wood Shop to a broad range of campus-wide issues. He also writes new-resident biographies and occasional articles for The Forester, reads regularly for Sunday evening Play Readers, and served in 2014 on the Resident Association Nominating Committee. He continues as an active volunteer with his Durham church, especially on property issues, and has in the past been been a Durham Habitat for Humanity volunteer.

Dean had a diverse 30-year research and technical-management career at Bell Laboratories when it was at the peak of its prominence. During the period immediately preceding the breakup of the Bell System he was appointed to represent Bell Labs in a small AT&T group supporting the Chairman on reorganization and legislative options, and during the breakup transition he served in the Office of the AT&T President. After retiring from Bell Labs, he was recruited to Duke in 1992 as Director of Undergraduate Studies (DUS) in Electrical Engineering to advise and teach undergraduates. As DUS he organized departmental Self Studies for three successive planning and engineering-accreditation cycles.

Education:  Bachelors and Masters degrees in Electrical Engineering, Yale University; Two years active duty as an engineering officer, USS Tripoli, U.S. Navy; PhD in Theoretical (Mathematical) Physics, Harvard University; Two years NSF Postdoctoral Fellow in Theoretical Physics (École Normale Supérieure, Paris, France and Institute for Theoretical Physics (Niels Bohr Institute), Copenhagen, Denmark)

Patrice Nelson

Director

Drawing upon over 25 years of leadership experience within non-profits and communities of faith, Patrice Nelson specializes in leading organizations through periods of transformation to arrive at new heights in excellence and positive community impact. Having worked with a broad spectrum of leaders, service providers, consumers and supporters, Patrice is a bridge builder and has a reputation for using her gifts to help all parties find common ground to achieve common goals.

From 2009-2016, Patrice served as executive director of Urban Ministries of Durham (UMD) in Durham, NC where she received community wide acclaim for significantly strengthening overall organizational capacity and increasing the agency’s ability to provide long term solutions to help individuals move from homelessness to permanent housing. Prior to joining UMD, Patrice served as the deputy director of Laurel House, a Philadelphia, PA, area domestic violence shelter, education and counseling center. She was ordained to ministry in the Presbyterian Church USA in 1996 and served in various pastoral roles in Philadelphia, while also creating and managing mission and outreach programs. Several of her mission efforts were collaborative, crossing socio and economic boundaries, and have stood the test of time. Prior to seminary, Patrice served as executive director of the Greater Philadelphia Economic Development Coalition. Beginning in 2017, Patrice has agreed to join the Triangle based consulting team of moss+ross where she will continue to assist non-profits in their quest for excellence.

She holds bachelor’s and master’s degrees in urban planning from the Massachusetts Institute of Technology, a master’s degree in divinity with a focus on urban ministry from Lutheran Theological Seminary in Philadelphia, a certificate in non-profit management from Duke University and a certification in Interim Leadership from the Presbyterian Church USA.

Patrice enjoys living in Durham where she is active in the Presbyterian Church, and a member of the Durham Rotary and the Durham graduate chapter of Alpha Kappa Alpha Sorority.

Janet Ramsey

Director-President Premier Advisor Group LLC - Director

Janet Ramsey is a Certified Financial Planner Professional™, Advisory Representative of Lincoln Financial Securities Corporation and the founder (2001) and President of Premier Advisor Group LLC, in Durham, NC. She was a Managing Director and V.P. with MetLife Insurance Co. for over 17 years, and a Sales V.P. with Jefferson Pilot Financial. She provides comprehensive planning strategies for securing lifestyles and meaningful family wealth transfer and preservation. She is a graduate of the BSBA and MBA programs at UNC Kenan-Flagler Business School and is a founding member and former chair of the UNC Kenan-Flagler Business School Alumni Council. She has taught wealth planning courses through OLLI at Duke. She has served as chair of the Durham/Orange Estate Planning Council and served on the board for the NC Planned Giving Council. She founded the gift planning program at St. Luke’s Episcopal Church and currently serves as the treasurer there.

Alice Sharpe

Development Officer for the Durham County Library - Director

Alice, a Durham native and ’71 Duke graduate, is the Development Officer for the Durham County Library and serves as the staff liaison to the Durham Library Foundation.  Alice has a background in retail management having worked 13 years for a major retailer.  She then formed and operated her own events planning company after returning to Durham.  She became actively involved in the revitalization of downtown Durham, serving as the Downtown Events Coordinator for the City of Durham prior to being named the Economic Development Coordinator for the City working in the Office of Economic and Employment Development.  Alice is a past president of the Junior League of Durham and Orange Counties, a past chair and current board member of Downtown Durham Incorporated and past president and current board member of Durham Central Park.

Chuck Wilson

C.T. Wilson Construction – Director

After graduating from North Carolina State University with a Bachelor’s Degree in Civil Engineering, Chuck served as a Damage Control Officer and Engineering Officer on two different ships in the US Navy before taking a management position at CT Wilson Construction. Since 1983, Charles T Wilson, Jr. has been the President and Treasurer of CT Wilson Construction Company. Chuck has held nearly every position within the company and currently oversees the company’s corporate operations. Chuck is active in his church and serves on numerous boards for both civic and industry affiliated organizations as an advocate for education, minority participation, workforce development, and healthcare. He is a Durham native and a proud grandfather of three.

Allison Zollicoffer

Director

Allison is an independent financial consultant providing a range of “CFO” type services to smaller businesses. He is currently working with several small businesses, revenues ranging from $1,000,000 to $45,000,000, on a variety of different issues. His goal is to help companies identify and focus on what is important in their business and its impact on the financial condition of the company.

His background includes 17 years in banking/financial services and five years in private industry (textiles). The banking experience includes retail banking, commercial/corporate banking and capital markets (Wachovia and First Union). The private industry experience is five years of work at Harriet & Henderson Yarns, a privately held textile company with $120-$180 million in revenue. The first three years at Harriet & Henderson he was responsible for strategic planning and special projects. This included analysis of various projects (capital expenditures, joint ventures and acquisitions),centralization of purchasing, disposition of trucking operations and negotiation of various corporate development opportunities. Additionally, during the last two years he headed the sales and marketing function as well as headed a cost cutting team. He served on the Harriet & Henderson’s Board of Directors from 1992 until January 2004 and at various times chaired the Audit Committee and co-chaired the Strategic Planning Committee.

He earned his MBA from the University of North Carolina at Chapel hill and passed the CPA exam (Fall 1985, first attempt).