CEO

Steve Rogers

Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.

Managing Director

Dennis Clark

Dennis Clark joined the firm in January 2011 and is responsible for developing sales, marketing,  and strategy initiatives. Dennis had a long career as a senior executive at Charles Schwab and for the prior ten years as president of Advisor Partners. Dennis earned a B.S. in Finance from the University of Oregon.

General Counsel and CCO

Greg Pusch

Greg Pusch is General Counsel and Chief Compliance Officer. Greg joined the firm in March 2017 with a background of leading legal and compliance functions at firms including HarbourVest Partners and Pyramis Global Advisors (a unit of Fidelity Investments) in Boston. Greg also practiced investment management law at Ropes & Gray and Paul, Hastings. He received his law degree from the University of Pennsylvania and served as a naval officer after graduating from the U.S. Naval Academy.

Director Of Advisor Services, Western Region

Josh Fudge

Josh Fudge joined Shelton Capital Management in 2019.  He is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives.

Prior to joining Shelton Capital Management, Josh held various roles in the investment industry most recently with RBC Wealth Management where he was responsible for investment analysis and client growth. The majority of Josh’s career has been focused on sales and distribution as a Director with WHV Investments, a VP at SteelPath/Oppenheimer Funds, and various positions at Janus Capital Group. Away from work he enjoys skiing, hiking, and spending time outdoors with his wife, three children, and their dog Bailey.

Josh is a graduate of Miami University (Oxford, OH).

Director Of Advisor Services, Central Region

Ryan Groves

Ryan Groves joined Shelton Capital Management in April of 2016. Ryan is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives.

Prior to joining Shelton Capital Management, Ryan has held sales and client service positions with WHV Investments, ALPS Funds, and State Street Bank. Ryan and his wife, Stephanie, live in Denver and enjoy being outdoors as much as possible. Ryan spends a lot of his free time racing vintage BMWs in an amateur vintage racing league.

Ryan graduated from the University of Kansas with a degree in Business and Art History.  

Director Of Advisor Services, Eastern Region

Chad Wickliffe

Chad Wickliffe joined Shelton Capital Management in January of 2018.  Chad is the Director of the Eastern Division for Shelton Capital and has been in the Financial Services Industry since 1998.

Prior to joining Shelton Capital Management, Chad served as Regional Director for Morgan Stanley Investment Management as well as an Alternative Investment Specialist for Merrill Lynch. In these roles Chad has been recognized for his teamwork, professionalism, and focus which have helped him build long-term relationships with his growing client base and provide excellent customer service.

Chad holds a Bachelor of Science Degree from Marist College.  Away from the business, he enjoys coaching, golfing, and traveling.

Advisor Services Associate, Western Region

Matthew Acie

Matthew Acie is a member of the Advisory Services team focused on sales in the Western region. Matthew has been in the industry since 2007.

Matthew graduated from Pfeiffer University with a B.A. in English Literature and holds a Series 7 and 65.

Prior to Shelton Capital, Matthew held roles at Wachovia, Wells Fargo, LPL and most recently at Eqis.  In his spare time, he likes to bowl, watch sports and travel to the Dominican Republic.

Retirement Plan Consultant

Kale Smith

Kale Smith is a member of the Retirement Plan Services team. Kale works to help minimize fiduciary risk and provide abundant investment options for corporate 401(k) retirement plans.

Prior to joining Shelton Capital Management, Kale has held various roles with Ameriprise, LPL, and Jackson National. His background includes over 20 years of industry experience in banking, insurance, financial services, wholesaling, and the 401(k) industry. He has been recognized for his work ethic, professionalism, and dedication to helping accomplish business goals.

He earned a degree in Business from Colorado State University and an Accredited Wealth Management Advisor (AWMA) designation from the College for Financial Planning. Kale enjoys motorcycles, rockhounding, and traveling with his wife, Mico, and daughter Malia.

Advisor Services Associate, Eastern Region

Jeff Medina

Jeff Medina is a member of the Advisory Services team focused on sales in both the Northeast and Southeast regions. Jeff cultivates new advisor relationships and works to enhance relationships with our existing advisor clients.

Jeff graduated from the John F. Welch College of Business at Sacred Heart University with a degree in Finance.

Prior to Shelton Capital Management, Jeff held positions ranging from fund sales to portfolio construction for ultra-high net worth clients. Jeff enjoys spending his free time playing various sports such as softball and golf while also serving on the Board of Directors for the Social Services Department in the Town of Greenwich.

Director, Retirement Plan Services

Ann Margaret Williams

Ann Margaret Williams has over 15 years of experience in the investment industry. Ann Margaret previously worked in Institutional Equity Research at Oppenheimer & Company and Institutional Equity Sales at UBS Securities and RBC Capital Markets. Ann Margaret was also a successful independent business owner for over 10 years.

Ann Margaret earned her Master’s Degree from The London School of Economics and Political Science, and a B.S. in Business Administration from Villanova University.

Manager, Client Experience

Carrie Della Flora

Carrie Della Flora joined Shelton Capital Management in 2018. Carrie manages the Client Experience team and supports the Director of Advisor Services in on-boarding Financial Advisors to our platform and cultivating these relationships. Her responsibilities also include providing authentic client service to all clients and supporting the responsibilities of the Chief Compliance Officer of our funds’ distributor, RFS Partners LP . Carrie joined Shelton Capital Management with 16 years of industry experience, recently having worked at Matrix Financial Solutions.

Client Experience Representative

Sharon Hanany

Sharon Hanany joined Shelton Capital Management in 2017 as a Registered Client Service Representative. Sharon provides fund shareholders and clients with authentic client service, account management and education on product offerings. Sharon brings banking and investment experience as a Registered Financial Representative at BBVA Compass Bank and Merrill Lynch. Sharon earned her MA in Corporate & Public Communications from Seton Hall University and her B.A. in International Relations from Syracuse University.

Advisor Services Associate, Central Region

Hayley Hammonds

Hayley Hammonds is a member of the Advisory Services team focused on sales in the Central region.

Shas earned her bachelor’s degree in Business Administration and Marketing from the University of Arkansas and holds her Series 7, 6 and 63 licenses.

Prior to Shelton Capital, Hayley worked as a Sales Coordinator for 361 Capital.

Client Experience Representative

Ashleigh Martinez

Ashleigh Martinez joined Shelton Capital Management and the Client Services team in December of 2020. Ashleigh provides our shareholders, clients, and 401(k) participants with authentic client service. Ashleigh has over five years of banking and financial experience including a strong customer service background. She is currently working on her bachelor’s degree in business management.

Client Experience Representative

Jasmine Gonzalez

Jasmine Gonzalez joined Shelton Capital Management and the Client Services team in October 2020. Jasmine provides our shareholders, clients, and 401(k) participants with authentic client service in both English and Spanish. Jasmine is currently working on her bachelor’s degree in psychology and child development at University of Colorado Boulder.

CEO

Steve Rogers

Steve Rogers is the Chief Executive Officer and Portfolio Manager at Shelton Capital Management. Steve has over 30 years of experience and joined Shelton Capital in 1993. He earned an MBA from the University of California, Berkeley and a B.A. from the University of Iowa.

Portfolio Manager

Bill Mock

Bill Mock is the lead member of the portfolio management team for Shelton’s Fixed Income and Money Market funds. Bill rejoined the firm in February 2010 after serving as a portfolio manager for California Investment Trust from 2001 to 2003. Bill left the firm to join TKI Capital Management, a convertible arbitrage hedge fund, where he served as head trader through 2006.

Bill holds a B.S. degree in Electrical Engineering from Kansas State University and an MBA with Honors from the University of Chicago Graduate School of Business.

Portfolio Manager

Barry Martin, CFA

Barry Martin, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Martin specializes in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona and has earned the right to use the Chartered Financial Analyst (CFA®) designation.

Portfolio Manager

David Falk

David Falk is a Portfolio Manager for the Shelton Tactical Credit Fund and the Firm’s fixed income separately managed accounts. David has over 30 years of broad-based fixed income experience as a trader, research analyst and investment banker for firms including Cedar Ridge Partners, LLC, Bear Stearns & Co. Inc. and Lazard Freres & Co. He earned a Master of Regional Planning degree from the University of North Carolina at Chapel Hill and received a B.A. from Northwestern University.

Portfolio Manager

Jeffrey Rosenkranz

Jeffrey Rosenkranz is a Portfolio Manager for the Shelton Tactical Credit Fund and the Firm’s fixed income separately managed accounts.  Jeffrey has over 23 years of experience investing in the credit markets, with an emphasis in high yield, distressed debt and special situations. Prior to joining Shelton Capital, he worked at Cedar Ridge Partners, LLC, Cooperstown Capital Management, Durham Asset Management, Ernst & Young LLP and The Delaware Bay Company. He earned an MBA from the Stern School of Business at New York University and received a B.A. from Duke University.

Portfolio Manager

Andrew Manton

Andrew Manton is the Portfolio Manager for the Shelton International Select Equity strategy. Andrew has 20 years of investing experience, most recently as Senior Portfolio Manager for the Rivington strategies at WHV. Previously, Andrew worked for Victory Capital Management, Deutsche Asset Management and Merrill Lynch. Andrew has a B.S. in Finance from the University of Illinois at Chicago and an MBA with a concentration in quantitative finance and accounting from the Tepper School of Business at Carnegie Mellon University.

Portfolio Analyst

Chris Walsh

Chris Walsh is a portfolio analyst for the Shelton Tactical Credit Fund, Shelton Real Estate Income Fund, Shelton BDC Income Fund and the Firm’s fixed income separately managed accounts. Chris has over six years of experience analyzing credit and equity markets. He earned a B.A. from Villanova University.

Portfolio Manager

Nick Griebenow, CFA

Nick Griebenow, CFA

Nick Griebenow, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Mr. Griebenow has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at a large national brokerage firm. He received a B.A. from Colorado State University.

Research Analyst

Abheek Bhattacharya

Abheek Bhattachayra is a Research Analyst for the Shelton International Select Equity Strategy. Prior to joining Shelton Capital, Abheek worked as a research analyst for Firefly Value Partner and Davis Selected Advisers and as a journalist for the Wall Street Journal’s Hong Kong bureau. He earned an MBA from Columbia Business School and a B.A. with Distinction from Yale University.

Fund Analyst

Kyle Johnson, CFA

Kyle Johnson, CFA, is a Fund Analyst for Shelton Capital Management. He has nine years of experience in the industry and previously worked with OppenheimerFunds, ALPS, and an independent RIA. Kyle earned a B.S. in Finance with a certificate in Entrepreneurship from Florida State University and is also a CFA® charterholder.

Investment Operations Analyst

Jason Goldenberg

Jason Goldenberg is a Trading Operations Analyst that services all strategies of the Separate Account program. Jason has five years of industry experience and previously worked at ALPS Fund Services. He earned a B.B.A. from the University of Colorado, Boulder.

Investment Operations Analyst

Tony Jacoby, CFA

Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He has a B.A. in Economics from the University of Colorado Boulder and is currently pursuing a M.S. in Applied Mathematics with an Applied Probability concentration at the University of Colorado.

Fund Administrative Manager

Adam Silvester

Adam Silvester joined Shelton Capital Management in September 2018 as the Fund Administration Manager servicing both Mutual Funds and the Separate Accounts program. Adam previously worked at BNP Paribas, and has over 8 years of experience in multiple areas of the investment industry, with an emphasis on the operational side of mutual funds.

Adam earned a Masters in Finance with a specialization in Applied Business Management from Colorado State University.

Fund Administration Analyst

Trevor Shippee

Trevor Shippee joined Shelton Capital Management in March 2021 as a Fund Administration Analyst servicing both Mutual Funds and the Separate Accounts program. Trevor previously worked on fundraising and distribution at a private equity firm, Pacific Current Group. Trevor earned a B.A. from the University of Colorado Boulder.

Fund Administration Analyst

Adam Kroupa

Adam Kroupa joined Shelton Capital Management in March 2021 as a Fund Administration Analyst servicing both Mutual Funds and the Separate Accounts program. He graduated from the University of Wyoming with a B.S. in Marketing in 2018 and earned a MBA with a focus in Finance from the University of Wyoming in 2020.