About Shelton®
We welcome you to consider our breadth of product offerings from Domestic Stock Funds, International Stock Funds, Bond Funds to Money Market Funds. If you’re interested in ESG investing, consider Shelton Sustainable Equity Fund (NEXTX), Green California Tax-Free Income Fund (CFNTX), or our International Select Equity Strategy Fund (SISLX).
Why is Shelton Capital Management unique?
Our ambition as investment managers is to identify high-quality assets, both in the market and in the workforce. We’re proud of our team of investment and client experience professionals. All are committed to superior academic achievement, an unwavering commitment to business ethics and high-level investment expertise. As a group, we’re committed to maximizing the wealth of our clients and giving them the best service in the industry.
Meet our Team
Executive Committee
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.
CIO and Portfolio Manager
Derek Izuel, CFA
Derek joined Shelton Capital Management in January 2022 as Chief Investment Officer and Portfolio Manager of the International Fund and the Emerging Markets Fund. He has over 24 years of portfolio management experience at Invesco, HighMark Capital and Vitruvian Capital. Derek earned his MBA from the Ross School of Business at the University of Michigan and a B.S. in Computer Science from the University of California at Berkley.
Institutional, Advisor, and Retirement Plan Services Teams
National Sales Manager
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/OppenheimerFunds, 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).
Email:jfudge@sheltoncap.com
Director, National Accounts and Advisor Services
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 across the intermediary advisor channels.
Prior to joining Shelton Capital Management, Ryan has held sales and client service positions with WHV Investments, ALPS Funds, and State Street Bank.
Ryan lives in Denver with his wife, Stephanie and their young daughter, Piper. Ryan spends a lot of his free time racing BMW’s in a semi-pro racing league.
Ryan graduated from the University of Kansas with a degree in Business and Art History.
Email:rgroves@sheltoncap.com
Director, Advisor Services
Matt Gunter
Matt Gunter joined Shelton Capital Management in 2021. He is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives.
Prior to joining Shelton Capital Management, Matt was most recently a Director of Business Development with Segall Bryant & Hamill. Prior to that role, he held VP of Sales positions with Westcore Funds and Scout Investments, serving the RIA, Family Office and Bank Trust channels. Earlier in his career, Matt worked as a financial advisor at UBS-PaineWebber, Bankers & Investors and American Century Investments.
When he is not working, he enjoys fishing in Mexico, smoking homemade BBQ and staying physically active. Before relocating to Denver, Matt played rugby with the Kansas City Blues Rugby Club for several years and remains an active alumni member.
Director, Advisor Services
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.
Email:jmedina@sheltoncap.com
Director, Advisor Services
David Lucier
David Lucier joined Shelton Capital Management in 2023. He is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives.
Prior to joining Shelton Capital Management, David held various roles in the investment industry most recently with Primark Capital where he was responsible for platform placements and client growth. The majority of David’s career has been focused on the client experience and its relationship to sales and distribution. David spent the majority of his career with Janus Henderson in various distribution roles. Prior to Janus Henderson David held roles at Charles Schwab, Morgan Stanley and the Ritz-Carlton Management Company. Away from work he enjoys being with his family, skiing, biking, and the outdoors. His wife Dana and their four children all live in the Boston area.
David is a graduate of the University of Massachusetts
Email:dlucier@sheltoncap.com
Director, Advisor and Institutional Consultant Relations
Laura Bevill, CAIA
Laura Bevill joined Shelton Capital Management in October 2023. She is a member of the Advisory Services Team with a focused responsibility leading sales and marketing initiatives on the West Coast.
Laura joined the financial world as an investment consultant for Rogerscasey after completing her MBA in 2006. Following the Credit Crisis, Laura represented global asset managers to investment consultants and advisors, serviced clients and launched investment funds. More recently, Laura led Advent Capital Management’s first private convertibles fund launch. In mid-2021, Laura joined SVB Capital, the capital arm of Silicon Valley Bank, to lead the launch of two private credit funds. Previously, she held positions at BlueBay Asset Management, Fortress Investment Group and Apollo Global Management. Laura earned the CAIA designation and is currently studying for Level II of the CFA.
Laura resides in San Clemente, CA. In her free time, she enjoys hiking, surfing, and spending time with her two lovable chocolate labradors.
Email:lbevill@sheltoncap.com
Director, Advisor Services
Jason Shidler
Jason Shidler joined Shelton Capital Management in 2023. He is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives. Jason is a product management and investment specialist with over 20 years of strategic relationship development across both intermediary and institutional markets.
Prior to joining Shelton Jason was with Robeco Asset Management for 7 years splitting roles between the Senior Director of Sales as well as Head of National Accounts. Prior to Robeco, Jason spent 7 years with Schroders Investment Management where he was a Senior Director on their offshore sales team. Away from work, he enjoys spending time outdoors fly fishing, skiing, and mountain biking with his family.
Jason is a graduate of Colorado State University where he earned his Bachelor of Science in Finance and Real Estate.
Email:jshidler@sheltoncap.com
Director, Institutional Sales
Tony Brown
Tony joined Shelton Capital Management in May 2023 through the acquisition of Rockwood Capital Advisors, LLC. Tony was a founding partner and has accumulated more than three decades of experience in the investment management industry, specifically in employee benefits, pension administration and investments. Prior to the formation of Rockwood Capital, he spent nine years with Boatmen’s Trust Company where he specialized in client service and marketing with an emphasis on public funds and jointly-trusteed benefit plans. From 1988 to 1991, Tony served as manager of Boatmen’s master trust/custody division. Previously, he was with the Bank of New York for more than ten years where he directed a master trust relationship management team.
Tony studied accounting and business administration at Pace University in New York. He is a member of the Association of Investment Management Sales Executives and the National Association of Securities Professionals.
Director, Institutional Client Service
Andy Holtgrieve
Andy joined Shelton Capital Management in May 2023 through the acquisition of Rockwood Capital Advisors, LLC. He was a founding partner of Rockwood and served as a Managing Partner and Chief Operating Officer for the last seventeen years. He has over four decades of experience in the investment management industry. Prior to the formation of Rockwood, he spent thirteen years with Boatmen’s Trust company with responsibilities in personal trust portfolio management, marketing, and institutional fixed income management. He also served as a member of Boatmen’s fixed income strategy team. Previously, Andy was a registered investment representative with the brokerage firms of Shearson and Dean Witter Reynolds.
He earned his bachelor’s degree in business administration from the University of Missouri-Columbia.
Director, Retirement Plan Services
Alyssa Zagrobski, AIF®
Alyssa joined Shelton Capital in January of 2024 to lead the firm’s Retirement Plan Services Division.
Prior to joining Shelton, Alyssa was a Relationship Manager with a digital record keeper managing growth and strategy for major payroll and financial service companies. Prior to her 401(k) role, she spent time working at The Hartford as a Team Lead, managing a group of financial advisors responsible for client education and sales for retirement plans totaling $2.4B in assets. She also spent time at Great West and ING, where she worked on sales and marketing efforts for the San Francisco team on the $2B City & County of San Francisco Deferred Compensation Plan. One fond memory she has was getting stuck in lockdown at a county jail during a retirement enrollment meeting with the Sheriff’s Department. Away from work, she enjoys yoga and hiking with her husband and two sons in San Francisco.
Advisor Services Associate
Jenna Yoss
Jenna Yoss joined Shelton Capital Management in May 2022. Prior to joining Shelton, Jenna worked in the Production Operations department at Lockheed Martin Space. She earned a B.S. in Business Management from the Metropolitan State University of Denver.
Advisor Services Associate
Daniel Klusty
Daniel Klusty joined Shelton Capital Management in June 2023 as a Shelton Academy Associate and is now an Advisor Services Associate. Prior to joining Shelton, Daniel attended the University of Mississippi where he earned a B.S. in Managerial Finance with a minor in Entrepreneurship.
Advisor Services Associate
Genevieve Kelly
Genevieve Kelly joined Shelton Capital Management in October 2023 as an Advisor Services Associate. Prior to joining Shelton, Genevieve attended the University of Vermont where she earned a B.A. in Economics with a minor in Entrepreneurship and Political Science.
National Sales Manager
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/OppenheimerFunds, 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).
Email:jfudge@sheltoncap.com
Director, National Accounts and Advisor Services
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 across the intermediary advisor channels.
Prior to joining Shelton Capital Management, Ryan has held sales and client service positions with WHV Investments, ALPS Funds, and State Street Bank.
Ryan lives in Denver with his wife, Stephanie and their young daughter, Piper. Ryan spends a lot of his free time racing BMW’s in a semi-pro racing league.
Ryan graduated from the University of Kansas with a degree in Business and Art History.
Email:rgroves@sheltoncap.com
Director, Advisor Services
Matt Gunter
Matt Gunter joined Shelton Capital Management in 2021. He is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives.
Prior to joining Shelton Capital Management, Matt was most recently a Director of Business Development with Segall Bryant & Hamill. Prior to that role, he held VP of Sales positions with Westcore Funds and Scout Investments, serving the RIA, Family Office and Bank Trust channels. Earlier in his career, Matt worked as a financial advisor at UBS-PaineWebber, Bankers & Investors and American Century Investments.
When he is not working, he enjoys fishing in Mexico, smoking homemade BBQ and staying physically active. Before relocating to Denver, Matt played rugby with the Kansas City Blues Rugby Club for several years and remains an active alumni member.
Director, Advisor Services
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.
Email:jmedina@sheltoncap.com
Director, Advisor Services
David Lucier
David Lucier joined Shelton Capital Management in 2023. He is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives.
Prior to joining Shelton Capital Management, David held various roles in the investment industry most recently with Primark Capital where he was responsible for platform placements and client growth. The majority of David’s career has been focused on the client experience and its relationship to sales and distribution. David spent the majority of his career with Janus Henderson in various distribution roles. Prior to Janus Henderson David held roles at Charles Schwab, Morgan Stanley and the Ritz-Carlton Management Company. Away from work he enjoys being with his family, skiing, biking, and the outdoors. His wife Dana and their four children all live in the Boston area.
David is a graduate of the University of Massachusetts
Email:dlucier@sheltoncap.com
Director, Advisor and Institutional Consultant Relations
Laura Bevill, CAIA
Laura Bevill joined Shelton Capital Management in October 2023. She is a member of the Advisory Services Team with a focused responsibility leading sales and marketing initiatives on the West Coast.
Laura joined the financial world as an investment consultant for Rogerscasey after completing her MBA in 2006. Following the Credit Crisis, Laura represented global asset managers to investment consultants and advisors, serviced clients and launched investment funds. More recently, Laura led Advent Capital Management’s first private convertibles fund launch. In mid-2021, Laura joined SVB Capital, the capital arm of Silicon Valley Bank, to lead the launch of two private credit funds. Previously, she held positions at BlueBay Asset Management, Fortress Investment Group and Apollo Global Management. Laura earned the CAIA designation and is currently studying for Level II of the CFA.
Laura resides in San Clemente, CA. In her free time, she enjoys hiking, surfing, and spending time with her two lovable chocolate labradors.
Email:lbevill@sheltoncap.com
Director, Advisor Services
Jason Shidler
Jason Shidler joined Shelton Capital Management in 2023. He is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives. Jason is a product management and investment specialist with over 20 years of strategic relationship development across both intermediary and institutional markets.
Prior to joining Shelton Jason was with Robeco Asset Management for 7 years splitting roles between the Senior Director of Sales as well as Head of National Accounts. Prior to Robeco, Jason spent 7 years with Schroders Investment Management where he was a Senior Director on their offshore sales team. Away from work, he enjoys spending time outdoors fly fishing, skiing, and mountain biking with his family.
Jason is a graduate of Colorado State University where he earned his Bachelor of Science in Finance and Real Estate.
Email:jshidler@sheltoncap.com
Director, Institutional Sales
Tony Brown
Tony joined Shelton Capital Management in May 2023 through the acquisition of Rockwood Capital Advisors, LLC. Tony was a founding partner and has accumulated more than three decades of experience in the investment management industry, specifically in employee benefits, pension administration and investments. Prior to the formation of Rockwood Capital, he spent nine years with Boatmen’s Trust Company where he specialized in client service and marketing with an emphasis on public funds and jointly-trusteed benefit plans. From 1988 to 1991, Tony served as manager of Boatmen’s master trust/custody division. Previously, he was with the Bank of New York for more than ten years where he directed a master trust relationship management team.
Tony studied accounting and business administration at Pace University in New York. He is a member of the Association of Investment Management Sales Executives and the National Association of Securities Professionals.
Director, Institutional Client Service
Andy Holtgrieve
Andy joined Shelton Capital Management in May 2023 through the acquisition of Rockwood Capital Advisors, LLC. He was a founding partner of Rockwood and served as a Managing Partner and Chief Operating Officer for the last seventeen years. He has over four decades of experience in the investment management industry. Prior to the formation of Rockwood, he spent thirteen years with Boatmen’s Trust company with responsibilities in personal trust portfolio management, marketing, and institutional fixed income management. He also served as a member of Boatmen’s fixed income strategy team. Previously, Andy was a registered investment representative with the brokerage firms of Shearson and Dean Witter Reynolds.
He earned his bachelor’s degree in business administration from the University of Missouri-Columbia.
Director, Retirement Plan Services
Alyssa Zagrobski, AIF®
Alyssa joined Shelton Capital in January of 2024 to lead the firm’s Retirement Plan Services Division.
Prior to joining Shelton, Alyssa was a Relationship Manager with a digital record keeper managing growth and strategy for major payroll and financial service companies. Prior to her 401(k) role, she spent time working at The Hartford as a Team Lead, managing a group of financial advisors responsible for client education and sales for retirement plans totaling $2.4B in assets. She also spent time at Great West and ING, where she worked on sales and marketing efforts for the San Francisco team on the $2B City & County of San Francisco Deferred Compensation Plan. One fond memory she has was getting stuck in lockdown at a county jail during a retirement enrollment meeting with the Sheriff’s Department. Away from work, she enjoys yoga and hiking with her husband and two sons in San Francisco.
Advisor Services Associate
Jenna Yoss
Jenna Yoss joined Shelton Capital Management in May 2022. Prior to joining Shelton, Jenna worked in the Production Operations department at Lockheed Martin Space. She earned a B.S. in Business Management from the Metropolitan State University of Denver.
Advisor Services Associate
Daniel Klusty
Daniel Klusty joined Shelton Capital Management in June 2023 as a Shelton Academy Associate and is now an Advisor Services Associate. Prior to joining Shelton, Daniel attended the University of Mississippi where he earned a B.S. in Managerial Finance with a minor in Entrepreneurship.
Advisor Services Associate
Genevieve Kelly
Genevieve Kelly joined Shelton Capital Management in October 2023 as an Advisor Services Associate. Prior to joining Shelton, Genevieve attended the University of Vermont where she earned a B.A. in Economics with a minor in Entrepreneurship and Political Science.
Portfolio Management Team
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
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 Analyst
Chris Walsh
Chris Walsh is a portfolio analyst for the Shelton Tactical Credit 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.
Portfolio Manager
Tony Jacoby, CFA
Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He earned a B.A. in Economics from the University of Colorado Boulder and is currently pursuing an M.S. in Applied Mathematics with an Applied Probability concentration at the University of Colorado.
Portfolio Manager
Justin Sheetz, CFA
Justin joined Shelton Capital Management in January 2022 as Portfolio Manager of the International Fund and the Emerging Markets Fund. His experience ranges from 12 years as an Investment Strategist at Blackrock/BGI’s Scientific Active Equity Group, 3 years as VP and Equity Analyst at HighMark Capital to 3 years as partner at Vitruvian Capital. Justin earned his MSc in Computational Finance and Risk Management from the University of Washington and a B.A. in International Studies from Colby College.
CIO and Portfolio Manager
Derek Izuel, CFA
Derek joined Shelton Capital Management in January 2022 as Chief Investment Officer and Portfolio Manager of the International Fund and the Emerging Markets Fund. He has over 24 years of portfolio management experience at Invesco, HighMark Capital and Vitruvian Capital. Derek earned his MBA from the Ross School of Business at the University of Michigan and a B.S. in Computer Science from the University of California at Berkley.
Portfolio Manager
Bruce Kahn, Ph.D.
Dr. Bruce Kahn is the lead Portfolio Manager of the Shelton Sustainable Equity Fund. Previously, Bruce was responsible for delivering technical advice to investors on MSCI’s ESG and Climate Solutions tools and data sets for investment decision making, risk management, reporting and engagement. His previous 18 years of work experience included portfolio management and other responsibilities at firms such as Citibank, Deutsche Bank, Macquarie Global Inc., and Sustainable Insight Capital Management. Dr. Kahn earned a PhD in Land Resources from University of Wisconsin, Madison, an MS in Fisheries and Allied Aquacultures from Auburn University, and a BA in Ecology and Evolutionary Biology from the University of Connecticut. Bruce served as an Agriculture Extension Agent in the United States Peace Corps in the Republic of Cameroon, (1989-1993), as a Fulbright Scholar in Israel from 1999-2001 and has been teaching courses in Sustainable Finance, Statistics and Agriculture as an adjunct professor at Columbia University’s Earth Institute since 2012.
Head of Fixed Income and Sr. Portfolio Manager
Peter Higgins
Peter Higgins has over 25 years of experience in fixed income investing, most notably as Partner and Lead Portfolio Manager at both Ares Management and BlueBay Asset Management. Previously, Peter specialized in global leveraged finance at investment banks such as Deutsche Bank AG, Goldman Sachs & Co. and Credit Suisse in both London, England, and New York City. Peter earned a bachelor’s degree in Economics-Political Science from Columbia University.
Portfolio Manager
Paul Rapponotti, CFA
Paul joined Shelton Capital Management in May 2023 through the acquisition of Rockwood Capital Advisors, LLC. Paul has over three decades of experience in the investment management industry. As Chief Investment Officer and Portfolio Manager, he was responsible for establishing fixed income policy, portfolio management and trading functions. Prior to the formation of Rockwood Capital, Paul spent more than six years with Boatmen’s Trust Company. As a senior portfolio manager at Boatmen’s, Paul served as a member of the firm’s fixed income strategy team. Previously, he spent five years with Chemical Bank in New York as a capital markets analyst, specializing in fixed income research. Paul also spent several years with the Northrop Corporation as a senior design engineer.
He earned a bachelor’s degree in electrical engineering from the University of Illinois Urbana-Champaign as well as an MBA from Northwestern University. Paul also earned the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis.
Portfolio Analyst
Elena Chavez
Elena Chavez joined Shelton Capital Management in August 2023. She is a research analyst on the Shelton Sustainable Equity Fund. Previously, she was an associate on the corporate credit team at Putnam Investments covering energy, chemicals, and media. She was also part of the ESG team within fixed income at Putnam. Elena holds a B.A. in International Relations and Economics from Tufts University. She speaks Spanish and Japanese and enjoys running, reading, and salsa dancing in her free time.
Portfolio Analyst
Nicolette DiMaggio
Nicolette DiMaggio joined Shelton Capital Management in August 2023. She is an analyst of the Shelton Sustainable Equity Fund and has over six years of investment experience. Previously, she was the co-director of investment research at WTW, working on their equity and index investment research teams for four years. She is also a published author of the financial literacy book series Stock Explore.
Human Resources, Investment Operations, Trading Team, and Compliance
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.
Director of Investment Operations
Trevor Shippee
Trevor Shippee joined Shelton Capital Management in March 2021 and is the Director of Investment Operations. He oversees the team that services 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.
Senior Fund Administration Analyst
Kenny Sklar
Kenny Sklar joined Shelton Capital Management in November of 2021 and is a Senior Fund Administration Analyst servicing both Mutual Funds and the Separate Accounts program. Kenny previously worked at Fidelity Investments servicing managed accounts, working with the Premium and Private Client Groups as a broker. Kenny earned a B.S.B.A from Elon University.
Human Resources and Operations Manager
Amy Grillot
Amy Grillot joined Shelton Capital Management in August 2016 as an Operations Administrator. Amy is currently the Human Resources and Advisor Operations Manager and is responsible for staffing, employee engagement and the overall administration of the firm. Amy earned a B.A. in Business Management from Kansas State University.
Compliance Associate
Andrea Reidle
Andrea (Andee) Reidle joined Shelton Capital Management in 2018. She currently supports the Compliance and Management Teams. Her focus is on day-to-day compliance administration as well as project management initiation, planning and execution for Shelton Capital throughout the year. She has dual degrees in Business Administration and Accounting, as well as a certificate in Event Management. Currently, she is working towards her IACCP designation. Prior to Shelton Capital, Andee worked as a Business Manager for New World Advisors, LLC.
Fund Administration Analyst
Jane Senaldi
Jane joined Shelton Capital Management in May 2023 through the acquisition of Rockwood Capital Advisors, LLC as a Fund Administration Analyst servicing both the Mutual Funds and the Separate Accounts program. Jane previously worked 26 years as an operations trading analyst at Rockwood.
Fund Administration Analyst
Mclain Ralston
Mclain Ralston joined Shelton Capital Management in June 2022 as a Shelton Academy Associate. Prior to joining Shelton, Mclain worked as a Supply Chain Analyst for Hanes Brands. He earned a B.S. in Finance and a B.S. in Business Analytics from the University of Denver.
Client Services Team
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
Kylie Stueven
Kylie Stueven joined Shelton Capital Management in July of 2023 as a Client Experience Representative. She is currently earning her B.S. in Finance with a concentration in Financial Services at Metropolitan State University of Denver. Before Shelton, she worked for BPX Energy as a fleet administrator with the procurement and supply chain operations team and has over 6 years of customer service experience.
Client Experience Representative
James Bondar
James Bondar joined Shelton Capital Management in July 2023 as a Client Experience Representative. Prior to joining Shelton, James earned a B.B.A. in Finance from the University of Colorado Boulder, Leeds School of Business. Away from work James enjoys alpine sports, hiking, and spending time with his dog Missy.
Marketing Team
Director of Marketing
Clark Davis
Clark Davis joined Shelton Capital Management in 2020. He leads the Marketing team with a focused responsibility on developing new sales and marketing strategies for all of Shelton’s distribution channels: advisor, 401(k) and retail.
Prior to joining Shelton Capital Management, Clark worked as a Marketing and Sales Associate at FUSE Research for over five years, where he was responsible for a broad mandate of marketing and client support functions inclusive of digital content strategy and development, website administration, social media management, public/media relations and oversight for the planning, promotion, and management of the firm’s annual conference – The FUSE FORUM.
Clark earned a B.A. in Management from Gettysburg College, an MBA from the University of Maryland and an M.S. in Finance from the University of Colorado Denver.
Digital Marketing Associate
Austin Pond
Austin Pond joined Shelton Capital Management in September 2021. He is a Digital Marketing Associate and is responsible for quarterly marketing materials, content management, and data integration.
Prior to joining Shelton Capital Management, Austin worked in client services, account operations, and corporate communications in the financial services industry.
Austin earned a B.A. in Journalism and Mass Communications from the University of Northern Colorado and an MBA from the University of Colorado Boulder.
Digital Marketing Associate
Bronté Cochran
Bronté Cochran joined Shelton Capital Management in July of 2023. Prior to joining Shelton Capital Management, Bronté worked for Apella Wealth as a Digital Marketing Specialist. She has over 4 years of marketing experience at various companies including a Printing Press, a Non-Profit, and a Matchmaking company. Bronté graduated from the University of Denver in 2020 with a B.A in Political Science and Minors in Marketing and Spanish.
Shelton Academy
Fund Administration Analyst
Mclain Ralston
Mclain Ralston joined Shelton Capital Management in June 2022 as a Shelton Academy Associate. Prior to joining Shelton, Mclain worked as a Supply Chain Analyst for Hanes Brands. He earned a B.S. in Finance and a B.S. in Business Analytics from the University of Denver.
Shelton Academy Associate
Renee Calvanese
Renee Calvanese joined Shelton Capital Management in June 2023 as a Shelton Academy Associate. Prior to joining Shelton, Renee worked for Drive Weather creating websites and executing marketing efforts. She earned a B.S. in Business Administration with an emphasis in Finance from the University of Colorado Boulder.