The Team

Hagen Rogers

Executive Managing Director

Hagen has successfully executed over 100 client assignments in sell-side, buy-side M&A, public and private capital financings, valuations, expert witness testimony, fairness opinions and financial consulting services. Hagen completed his undergraduate work at Southern Methodist University and received an MBA from the Owen Graduate School at Vanderbilt University.

Prior to directing Watermark, Hagen served investment banking clients as Vice President and Senior Associate at Wachovia Securities. He began his career with NationsBank in corporate banking and also spent a summer as an intern with Chase Securities in investment banking. Rogers is a member of the Southern Capital Forum; Financial Executives Network Group; Vistage’s speaking circuit, where he speaks nationally on investment banking topics; and has provided expert witness testimony regarding investment banking issues. Outside of work endeavors, Rogers is a Sunday school teacher to fourth and fifth grade students at Downtown Presbyterian Church.

Hagen is Series 7, 24, 79 and 63 licensed.

Benjamin C. Duster, IV

Senior Advisor

Throughout his career, Ben’s focus has been on advising companies through strategic related transactions. His public company board experience, coupled with his investment banking and academic background, reveals his enthusiasm and professional regard for the business world. Previously an Executive Managing Director, Ben’s association with Watermark Advisors has evolved over the years and he now serves our clients as a Senior Advisor.

A graduate of Yale College, Ben earned his Juris Doctorate and MBA from Harvard University. Ben has been Managing Director of an M&A group with Wachovia Securities and Vice President of an M&A group with Salomon Brothers, Inc.

Ben currently serves on several public company boards, including Accuride Corporation and Chorus Aviation, Inc.

Ben is Series 7, 24, 79 and 63 licensed.

Dr. David Furse

Advisor – Strategy & Market Positioning

Dr. Furse has over 30 years experience as a strategy consultant, professor and entrepreneur. He founded NCG Research, a consulting and market research firm and grew it into a leader in the healthcare outcomes measurement field. His list of clients served includes John Hopkins Hospital, Cedars Sinai Medical Center, Cleveland Clinic Health System, Hospital Corporation of America, Bridgestone/Firestone, Suntrust Bank, Nortel and Proctor & Gamble.

His areas of expertise include: strategic planning, branding, marketing communications and consumer behavior. Dr. Furse teaches the capstone strategy projects course and a special topics course entitled Thinking Like a CEO in the Executive MBA program at the Owen Graduate School of Management at Vanderbilt University.

Randy Dobbs

Advisor - Process & Culture

Randy concentrates on guiding companies to profitability growth through process and culture techniques he has gained over a vast career in manufacturing, health care and IT business.

In Randy’s 25 year career with General Electric, he rose from working on an assembly line to CEO of GE Capital IT Solutions where he won the Turnaround Business of the Year Award in 2002. Dobbs gained insights on how to advance corporate growth faster through processes and people during his years at GE. As CEO of Philips Medical Systems North America, Dobbs led a major restructuring focused on accountability and execution and over a two year period, revenue growth of 12% and operating income growth of more than 30%, while gaining market share with an excited, focused and committed workforce.

During a 3.5 year tenure as CEO at US Investigation Services, the largest provider of background investigations to the federal government, he grew revenues by 18%, grew earnings by 70%, turned around a serious morale problem, all while introducing operational efficiencies.

Russell Cook

Advisor - Innovation

Russell Cook provides advisory services and execution support to established organizations considering business model innovation, new ventures, internal business incubation, product pipeline development as well as strategic investments and acquisitions. He specializes in business model innovation, industry partnerships and open innovation. In 2006, Russell was named program director for SC Launch; a collaboration among the South Carolina Research Authority, Clemson University, the Medical University of South Carolina and the University of South Carolina. SC Launch provides entrepreneurs and start-up technology companies with mentoring, seed funding and access to a powerful resource network.

Bill Bliss

Advisor - People and Leadership

Bill Bliss is a trusted advisor with over 25 years of experience coaching and developing business owners, CEOs, Presidents, family business owners, next generation and other senior leaders.

He specializes in areas of leadership development, executive coaching, meeting facilitation for strategic planning, team building, in addition to advising on performance and change management issues. He is most effective in helping organizations that are experiencing problems retaining their best talent and overcoming leadership dysfunction. He has extensive experience with manufacturing, pharmaceutical, retail, publishing, technology, financial services, transportation services, real estate, construction and other industries. He is a Founding Partner of the John Maxwell Team, as well as being certified in delivering and interpreting the Caliper Profile. He has served as Head of Staffing for Fidelity Investments and Associate Director for Readers Digest. His clients include: Ahold USA, Jones Lang LeSalle, Pfizer and Wyeth Pharmaceuticals, SunTrust Bank, Deutsche Bank, Disney Publishing, Consumer Reports, B. Braun Medical Products, Inc., Gartner, Inc., and Microsoft.

Darin Rowell

Advisor - People and Leadership

Darin has spent 20 years in both leadership and consulting roles for companies ranging from start-ups to global corporations. Darin focuses on helping clients build capacity to perform in complex and competitive environments. The three cornerstones of his practice are: leadership, talent, and teamwork and helps clients look at their situations in new ways to create new opportunities for performance and growth. His clients have included: Shell Chemical, Cemex, Temple-Inland, JC Penny, Microsoft, E+ Cancer Care, and Vanderbilt University.

Alex Barrett

Analyst

A native of Winston-Salem, NC, Alex joined Watermark as an analyst in June 2012. Previously, he worked with Wells Fargo Advisors as an equity metrics intern and BB&T Corporation as a financial planning intern.

Alex received a bachelor’s of science in business administration with a focus in finance from Kenan-Flager business school at UNC-Chapel Hill. While at UNC, he served as president of the North Carolina chapter of Delta Upsilon fraternity and head trader for the Kenan-Flagler student-managed endowment fund.

Alex is Series 79 and 63 licensed.

Demetra Grumbos

Executive Assistant

Dee graduated from Clemson University with a Bachelors of Science degree in Economics and a Minor in International Management. She worked for Sirrine Environmental Consultants for eleven years in their Human Resources and Accounting Departments. With her Greek heritage, she grew up in the restaurant business and worked for seven years at the Olympian Grill while her children were young.

Dee is very excited about being on the Watermark Team and getting back in the business field. She enjoys interacting with people and is looking forward to many opportunities to learn with Watermark.