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Who We Are


Craig Gordon, Founder

  • Lehigh University, B.S. in Business; Yale University, M.S. in Private and Public Management.
  • Partner at Rosenberg Capital Management and founder of Off The Record Research; developer of unbiased market research concepts; marketing professor at The University of California, Berkeley and Golden Gate University.


Bill Jenks, Chief Executive Officer

  • Arizona State University, B.A. in Finance & Economics.
  • Off The Record Research, Institutional Sales; DLJ; First Call; Merrill Lynch Funds.


Reverdy Johnson, Research Director

  • Kenyon College, B.A. in Psychology; Golden Gate University, M.B.A.
  • Director of campus operations for an enrollment management consultant to universities; Regional manager for a national education company; Freelance sports journalist.




Mike Costa, Research Sales

  • Syracuse University, B.S. in Communications.
  • Laight Street Advisors; Rochdale Securities; Moody’s Investors Service.


Penelope Murray, Research Sales

  • University of California at Berkeley 1987 – 1991 Economics and Social Science.
  • Institutional Sales, Off The Record Research; Institutional Sales, Hambrecht & Quist; International Program Trading, Morgan Stanley.


Jim Ward, Research Sales

  • Arizona State University, B.A. in Finance.
  • Off The Record Research, Institutional Sales; DLJ; First Call; Putnam Investments.



Research Team

David Franklin, Trend Research Coordinator

  • Lycoming College, B.A. in Political Science.
  • Off The Record Research, Proprietary researcher; sales, management, and human services.


Seth Agulnick, Trend Research Coordinator/Researcher

  • New York University, B.A. in Journalism.
  • Worked as a reporter at daily newspapers in Massachusetts, New York, and suburban Philadelphia.


John Harrington, Senior Researcher/Technology and Networking

  • Reporter and editor in print, wire service, television and radio. Specialized in investigative, technology, and environmental reporting.
  • Joined Off The Record Research in 2001 where he delivered technology research to financial clients through 2013, before joining Blueshift Research.




Carrie Hadler, Editor

  • University of Minnesota, Morris; B.A. in English literature.
  • Associate Editor for Off The Record Research; GED instructor; English teacher in the Czech Republic.


Catherine Sullivan Ezzard, Editor

  • Boston University, B.A. in History; University of Denver College of Law, J.D.
  • Legal Editor for BNA’s Antitrust & Trade Regulation Report; antitrust lawyer.