Our Team

Bruce Gulliver, PhD, CFA
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.