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Morgan Stanley
Debra Brennan Tagg, president of Dallas' BFS Advisory Group [Photo: LinkedIn]
The Last Word: On the Growing Power of Women in Wealth Management
by David Seeley | Jul 10, 2025
BFS Advisory Group President Debra Brennan Tagg is just one of several high-achieving female financial advisers quoted in D CEO's recent story "The Future of Wealth Management is Female." The article notes that by 2030, women in the U.S. will control nearly five times more wealth than they did 10 years ago. And increasingly, women are among the wealth managers who advise them on how to grow and protect their money.
![From left: Calvin Carter, Derek Wilson, and Bob Bennett, the founders of Dallas Opportunity Partners, a new Dallas-based investment platform. [Photo: Michael Samples]](https://s24806.pcdn.co/wp-content/uploads/2025/03/DallasOpportunityPartners-970_MNS5714-fullsize-360x203.jpg)
by Quincy Preston |
Mar 25, 2025
Founded by seasoned entrepreneurs and family office investors Calvin Carter, Derek Wilson, and Bob Bennett, Dallas Opportunity Partners taps decades-deep local relationships to provide flexible, strategic access to North Texas deals. It's the investment platform they wanted but couldn't find—so they built it.
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by Lance Murray |
Jul 26, 2024
American Restoration is a provider of residential and commercial property mitigation and restoration services. MSCP said it's partnering with the current management team led by CEO Dan Tarantin, who will continue to lead the business.
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by Lance Murray |
Feb 23, 2024
Guy Metcalfe was a managing director and member of Morgan Stanley’s investment banking executive committee. He led its real estate investment banking business for more than two decades before retiring as global chairman on Jan. 31.
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Dallas Fintech Zirtue Expands Its Platform to Include Existing Loans
by Glenn Hunter | Mar 2, 2023
The startup aimed at formalizing lending among family and friends adds a feature to ensure “paper-napkin IOUs” are less likely to damage relationships. “There are a lot of lenders out there that have multiple people that they’ve loaned money to,” says CEO and co-founder Dennis Cail. “And they’re like, ‘Look, if I have a chance of getting one of those loans paid back, it’s worth it.’"
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by Lance Murray |
Apr 15, 2019
Publicis called Epsilon a unique technology and platforms company that has "unparalleled" data assets that the company has built over years.
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by Lance Murray |
Jan 17, 2018
The program is for startups led by a multicultural or female entrepreneur and/or management team.
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![Erica Kosemund, Chief Brand Officer, Choctaw Nation of Oklahoma; Gillian Breidenbach, Chief Partnership Officer, North Texas FWC Organizing Committee; Chief Gary Batton, Chief of Choctaw Nation of Oklahoma; Monica Paul, Executive Director of Dallas Sports Commission and President of North Texas FWC Organizing Committee; John Hobbs, Senior Executive Officer of Communications, Choctaw Nation of Oklahoma; and Heidi Grant, Senior Executive Officer of Commerce Administration, Choctaw Nation of Oklahoma, celebrate Choctaw Casinos & Resorts becoming an Official Dallas World Cup 2026 Host City Supporter. [Photo: North Texas FWC Organizing Committee/Choctaw Casinos & Resorts]](https://s24806.pcdn.co/wp-content/uploads/2025/12/FIFA-Choctaw-dec-2025.jpg)
