About Jefferson Research & Management

Jefferson Research & Management was founded in 1989 and is based in Portland, Oregon. The firm has been providing research to institutional clients for more than 18 years. Dr. Bruce Gulliver, President, is a longtime investment professional who has substantial experience in industry and financial analysis.

Bruce A. Gulliver, PhD, CFA
President

Hastings College, Magna Cum Laude, Economics and Business BA 1970
Claremont Graduate School, MBE 1974
Claremont Graduate School, Business Economics PhD 1978

Bruce has been engaged in corporate development, finance and investment management for more than 20 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.

Professional memberships include: the Portland Society of Financial Analysts, the Association of Investment Management and Research, and the U.S. Institute of Energy Economics (past President). He has also served as an abstractor for the CFA Digest.

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 & Management.

Kevin Tyree, CFA
Senior Equity Analyst

Kevin is an honors graduate from Portland State University where he completed a BA degree in Finance in 1999 and was a member of two honor societies. He originally came to Jefferson from Portland State in 1999. Kevin's analytical skills and his attention to detail provided the first Torpedo Alert™ Rating Service and those same skills are key to every Company report we issue.

Bruce Maughan - Equity Analyst

Bruce is an honors graduate from Portland State University where he completed a B.S. degree in Finance and Accounting in 2007. Bruce joined Jefferson as an intern in 2005 and became a full-time analyst in 2007 where his computer and analytical skills and accounting background are vital to each report we produce.