Dana Telsey gained retail industry credibility while moving up the ladder at Baron Capital Group Inc., C.J. Lawrence and Bear Stearns, but her initial understanding of the industry came from her family’s experience on the front lines: Telsey’s grandmother and mother both worked for some of the largest names in retail, and Telsey worked in her family’s bookstore as a teen.
Telsey Advisory Group (TAG), founded by Telsey in 2006, covers more than 100 U.S. and international companies of all sizes in a variety of sectors and has grown to be a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space. In 2015, Telsey formed Telsey Consumer Fund Management LP, which manages fund investing in consumer-based companies.
Under Telsey’s direction, TAG’s research and insight — and its semiannual consumer conferences — have become drivers in growing retail knowledge. In 2014, TAG was named the 2014 Woman-Owned Brokerage of the Year by Traders magazine, and Telsey earned Traders’ 2011 award as Entrepreneur of the Year.