Dana Telsey

Last updated
Dana Telsey
Born1962 (age 6162)
New York City
NationalityAmerican
Alma mater Hobart-William Smith College (B.A., History and Spanish)
Fordham University (M.B.A.) [1]
OccupationEquity research analyst
Known foranalyst for the retail industry

Dana Telsey (born 1962, in New York City, New York [2] ) is the CEO and chief research officer of Telsey Advisory Group. She is an American consultant and top-ranked equity research analyst covering the retail industry. Telsey has been ranked for 13 years and was the number-one ranked analyst by Institutional Investor Magazine for seven years. [3]

Contents

Education and early career work

Telsey is a 1984 graduate of Hobart-William Smith College and has an M.B.A. degree from Fordham University. [1] Family members have worked in the fashion industry. Her grandmother worked at Bergdorf Goodman and her mother at Fred the Furrier in addition to the family bookstore on Madison Avenue. [4]

Telsey started at Baron Capital after her mother secured a secretary's position for Telsey from a former neighbor, Ron Baron, while meeting him on the street, and asking him: "Can you give Dana a job?" [5] Telsey was eventually promoted to vice president of the Baron Asset Fund, a mutual fund of Baron Capital. [6] Later, she was an analyst at CJ Lawrence from 1991 to 1994. [5] [7]

Bear Stearns and television career

Telsey previously worked at Bear Stearns from 1994 to 2006, most recently as a senior managing director. She is a frequent guest analyst on CNBC and CNN, and has been interviewed by ABC News, Wall Street Week , The Today Show , and NBC Nightly News . [1] [5]

Telsey founded the eponymous Telsey Advisory Group in August 2006. [3]

Independent analyst role

Telsey's firm provides primary, contextual, quantitative, and qualitative research. It offers research through company, industry, and sector specific and thematic reports. It caters to hedge funds, mutual funds, private equity firms, and private and public consumer companies. The firm also offers consulting services. [8]

Awards

Related Research Articles

Passive management is an investing strategy that tracks a market-weighted index or portfolio. Passive management is most common on the equity market, where index funds track a stock market index, but it is becoming more common in other investment types, including bonds, commodities and hedge funds.

<span class="mw-page-title-main">Investment banking</span> Type of financial services company

Investment banking is an advisory-based financial service for institutional investors, corporations, governments, and similar clients. Traditionally associated with corporate finance, such a bank might assist in raising financial capital by underwriting or acting as the client's agent in the issuance of debt or equity securities. An investment bank may also assist companies involved in mergers and acquisitions (M&A) and provide ancillary services such as market making, trading of derivatives and equity securities, FICC services or research. Most investment banks maintain prime brokerage and asset management departments in conjunction with their investment research businesses. As an industry, it is broken up into the Bulge Bracket, Middle Market, and boutique market.

A financial analyst is a professional undertaking financial analysis for external or internal clients as a core feature of the job. The role may specifically be titled securities analyst, research analyst, equity analyst, investment analyst, or ratings analyst. The job title is a broad one: In banking, and industry more generally, various other analyst-roles cover financial management and (credit) risk management, as opposed to focusing on investments and valuation; these are also discussed in this article.

<span class="mw-page-title-main">CIBC Capital Markets</span> Investment banking subsidiary of the Canadian Imperial Bank of Commerce

CIBC Capital Markets is the investment banking subsidiary of the Canadian Imperial Bank of Commerce. The firm operates as an investment bank both in Canadian and global equity and debt capital markets. The firm provides a variety of financial services including equity and debt capital market products, mergers and acquisitions, global markets, merchant banking, and other investment banking advisory services.

Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services.

Dean Witter Reynolds was an American stock brokerage and securities firm catering to a variety of clients. Prior to the company's acquisition, it was among the largest firms in the securities industry with over 9,000 account executives and was among the largest members of the New York Stock Exchange. The company served over 3.2 million clients primarily in the U.S. Dean Witter provided debt and equity underwriting and brokerage as mutual funds and other saving and investment products for individual investors. The company's asset management arm, Dean Witter InterCapital, with total assets of $90.0 billion prior to the acquisition, was one of the largest asset management operations in the U.S.

Zvi Bodie is an American economist, author and professor. He was the Norman and Adele Barron Professor of Management at Boston University, teaching finance at Questrom for 43 years before retiring in 2015. His textbook, Investments, (with Kane and Marcus) is the market leader and is used in the certification programs of the CFA Institute and the Society of Actuaries. Bodie's work has centered on pension finance and investment strategy. He continues to do consulting work and media interviews.

<span class="mw-page-title-main">Securities research</span> Discipline within the financial services industry

Securities research is a discipline within the financial services industry. Securities research professionals are known most generally as "analysts", "research analysts", or "securities analysts"; all the foregoing terms are synonymous. Research analysts produce research reports and typically issue a recommendation: buy ("overweight"), hold, or sell ("underweight"); see target price and trade idea.

Gideon Isaiah Gartner was an American businessman, investor, and philanthropist. He was often referred to as the father of the modern analyst industry. He is best known as the founder of Gartner, Inc. a Stamford, Connecticut information technology (IT) research and advisory company.

<span class="mw-page-title-main">Baird (investment bank)</span> American investment firm

Robert W. Baird & Co. is an American multinational independent investment firm and financial services company. It is the principal U.S. operating subsidiary of Baird, an international, employee-owned financial services firm providing investment banking, capital markets, private equity, wealth management, and asset management services to individuals, corporations, institutional investors, and municipalities.

<span class="mw-page-title-main">Meredith Whitney</span> American businesswoman (born 1969)

Meredith Ann Whitney is an American businesswoman and financial analyst. She is known for successfully forecasting the financial crisis of 2007–2008, and was dubbed “The Oracle of Wall Street” by Bloomberg.

Keefe, Bruyette & Woods, Inc., a Stifel Company, is an investment banking firm headquartered in New York City, specializing exclusively in the financial services sector. KBW's primary business lines include research, corporate finance, equity sales and trading, equity capital markets, debt capital markets, and asset management.

<i>Burkenroad Reports</i>

Burkenroad Reports are widely circulated financial reports on small- to medium-sized companies around the Gulf Coast that are traditionally under-followed by bulge bracket stock analysts. Colloquially the Burkenroad-followed companies are referred to as "stocks under rocks". The reports are published by the Freeman School of Business at Tulane University. Under faculty supervision, students work in small groups to produce the reports after visiting companies and interviewing top management. This procedure gives students the opportunity to develop practical stock analysis skills.

PTI Securities & Futures is a money management, securities and discount brokerage firm with offices in Chicago, Illinois and Peoria, Arizona. Established in 1991, PTI Securities provides investors, fund managers and pension funds in the United States with investment consulting services.

Profit Investment Management, LLC is an SEC registered investment advisory firm based in Bethesda, MD. The Firm was founded in 1996 by Eugene Profit, the current president, CEO, and portfolio manager of the firm. Profit Investment Management manages large-cap, small-cap and ESG equity portfolios.

<span class="mw-page-title-main">Winton Group</span> British investment management firm

Winton Group, Ltd is a British investment management firm founded by David Harding. In the United States, Winton is registered with the Securities and Exchange Commission as an investment advisor and with the Commodity Futures Trading Commission as a CTA, and is authorised by the Financial Conduct Authority in the UK. The company trades on more than 100 global futures markets in a wide variety of asset classes and on global equity markets. The firm was launched with $1.6 million in 1997, reached a peak of $28.5 billion in assets under advisement, before dropping to $7.3 billion by late 2020. Winton Group has six offices around the world: London, New York, Hong Kong, Shanghai, Sydney, and Abu Dhabi.

<span class="mw-page-title-main">Guosen Securities</span> Chinese Securities Brokerage

Guosen Securities Company Limited is a Chinese state-owned financial services company headquartered in Shenzhen, China, with more than 70 branches and 11,500 employees nationwide. It has offices in 47 major cities in China including Shenzhen, Beijing, Guangzhou, Foshan, Nanjing, Shanghai, Tianjin and Hong Kong. Guosen Securities provides sales and trading, investment banking, research, asset management, private equity, and other financial services with both institutional and retail clients in China and Hong Kong. It also operates a trading platform called GuoXin TradingStation.

Perry J. Kaufman is an American systematic trader, rocket scientist, index developer, and quantitative financial theorist. He is considered a leading expert in the development of fully algorithmic trading programs.

BMI Research was a research firm that provided macroeconomic, industry and financial market analysis, covering 29 industries and 200 global markets. It was founded in 1984 as Business Monitor International. In 2014 it was acquired by Fitch Group. On July 30, 2018, BMI Research was integrated into Fitch Solutions as Fitch Solutions Macro Research.

<span class="mw-page-title-main">PJT Partners</span> Global advisory-focused investment bank

PJT Partners, Inc. is a global advisory-focused investment bank, founded in October 2015 as part of The Blackstone Group's spin-off of its financial and strategic advisory services businesses. The firm was founded by Paul J Taubman after his 30-year tenure at Morgan Stanley, where he served as Global Head of Mergers and Acquisitions, Global Head of Investment Banking and until the end of 2012, Co-President of the Institutional Securities Group, which included Investment Banking as well as Sales and Trading.

References

  1. 1 2 3 "Dana Telsey". Telsey Advisory Group. Retrieved 2016-08-10.
  2. DanaTelsey.net (2009). The biography of Dana Telsey. Retrieved on 2009-11-30 from http://danatelsey.net/blog-detail/article/the-biography-of-dana-telsey/.
  3. 1 2 "Top Institutional Investor-Rated Retail Analyst Dana Telsey Launches Telsey Advisory Group" (Press release). PR NewsWire. 2006-08-01. Archived from the original on 2008-02-10. Retrieved 2019-08-18.
  4. Campbell, Patricia (2008). "5th Avenue Meets Wall Street". Stocks, Futures and Options Magazine . Archived from the original on 2008-02-11. Retrieved 2008-02-04.{{cite news}}: CS1 maint: unfit URL (link)
  5. 1 2 3 Hajim, Corey (2006-12-14). "From shopaholic to star retail analyst". Fortune Magazine. Retrieved 2008-02-04.
  6. "Speakers and Panellists: Dana Telsey". World Retail Congress. 2007. Archived from the original on 2008-02-22. Retrieved 2008-02-04.
  7. Mannes, George (2000-06-23). "Lights, Camera, Stock Picks: When Analysts Become TV Stars". TheStreet.com. Archived from the original on 2008-02-04. Retrieved 2008-02-04.
  8. "Telsey Advisory Group LLC". Archived from the original on June 2, 2008.
  9. "Telsey Advisory Group Named Women-Owned Business of the Year by Manhattan Chamber of Commerce" (Press release). BusinessWire. 2007-11-07. Retrieved 2008-02-04.
  10. "About TAG". Telsey Advisory Group. Archived from the original on 2010-01-25. Retrieved 2009-12-15.