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.

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/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).

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, East Region

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.

Business Development Executive

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.

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.

Advisor Services Associate, West Region

Austin Gais, CFA

Austin Gais joined Shelton Capital Management in September 2021. Austin is a member of the Advisory Services Team with a focused responsibility on sales and marketing initiatives.

Prior to joining Shelton Capital Management, Austin held a sales and client service position with Ziegler Capital Management on the Institutional and Investment Banking team. He also underwrote leveraged investments for Collegiate Peaks Bank. Austin and his wife Brooke recently moved back to Denver from Chicago and enjoy any chance to compete against each other. Austin and Brooke picked up platform tennis a few years ago, and each adamantly believes they’re the better player. He also enjoys skiing, though he has more passion than skill.

Austin graduated from Lake Forest College with a degree in Finance and Entrepreneurship. He is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Colorado.

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

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 Respresentative

Lindsey Mondragon

Lindsey Mondragon joined Shelton Capital Management and the Client Services team in January 2022. Lindsey provides our shareholders, clients, and 401(k) participants with authentic client service. Lindsey has years of financial experience, including a strong customer service background.

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 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.

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.

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.

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.

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

Kenny Sklar

Kenny Sklar joined Shelton Capital Management in November of 2021 as a 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.

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 is currently working towards an MBA from the University of Colorado Boulder.

Digital Marketing Associate

Caitlin Grant

Caitlin Grant joined Shelton Capital Management in January 2022 as a Digital Marketing Associate. Prior to joining Shelton Capital Management, Caitlin worked as a freelance graphic designer for a variety of small businesses. Caitlin earned a M.S. in Business Management with a concentration in Marketing from Daniel’s College of Business at the University of Denver and B.A. in International Studies and Spanish from the University of Denver.