Founder and President
Hastings College, Magna Cum Laude, Economics and Business BA
Claremont Graduate School,MBE
Claremont Graduate School, Business Economics PhD Bruce has been engaged in corporate development, finance and investment management for more than 30 years. He has taught finance in the graduate business program at American University and the undergraduate program at California State Polytechnic University in Pomona. His professional career has been devoted to understanding markets and company performance through disciplined analysis. His doctoral dissertation was a quantitative analysis on the characteristics and market efficiency of the Eurocurrency markets. He began his career as an energy market and industry analyst where he worked in the oil, gas, coal, and alternative energy industries while working at the Department of Energy, National Coal Association, Atlantic Richfield and PacifiCorp.His work in industry and company analysis led to his previous position with PacifiCorp Financial Services where he managed corporate development and investment management activities. In 1989, he founded Jefferson Research. Dr. Gulliver was a featured speaker at the 2003 AIMR annual conference.
Director of Research
Kevin graduated from Portland State University with honors in 1999, where he completed a BA degree in Finance and was a member of the Phi Kappa Phi and Gold Key honor societies. He joined Jefferson as a research analyst in 1999. Kevin became the Senior Equity Analyst at Jefferson Research in 2004. Kevin received his CFA charter in August of 2009 and has been with Jefferson for more than 12 years. Kevin currently manages and coordinates Jefferson’s Short Profile reports and Short Trading Alerts.
Senior Analyst
Bruce earned a B.S. in Finance and Accounting from Portland State University in 2007, being awarded both university and school of business honors. Bruce joined Jefferson Research as an intern in 2005 and was promoted to a full-time analyst position in 2007. Bruce has completed level 1 of the CFA exam and currently possesses over 6 years of extensive investment research experience. In addition to performing research and analysis for our in-depth research projects, Bruce also manages our Torpedo Alert® rating system.
Director of Marketing
Kumar graduated from Portland State University in 2011, where he studied both finance and marketing and was a member of the inaugural PSU team for the CFA Institute Global Investment Research Challenge. He joined Jefferson originally as a research intern in March 2011, before becoming Jefferson’s Director of Marketing in June 2011. In addition to his marketing responsibilities, Kumar also assists in the research process.
