About Shelton

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.

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.

Portfolio Manager

Tony Jacoby, CFA

Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He earned a B.A. in Economics and a M.S. in Applied Mathematics with an Option in Applied Probability and Uncertainty Quantification from the University of Colorado.

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.

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.

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. Barry 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 22 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

Nick Griebenow

Nick Griebenow is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Nick has extensive knowledge in option strategies and was previously a Senior Derivatives Trader at Charles Schwab. He received a B.A. from Colorado State 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

Tony Jacoby, CFA

Tony Jacoby, CFA, joined Shelton Capital Management in November 2017. He earned a B.A. in Economics and a M.S. in Applied Mathematics with an Option in Applied Probability and Uncertainty Quantification from the University of Colorado.

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

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.

Portfolio Manager

Bruce Kahn, Ph.D.

Dr. Bruce Kahn is 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 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.

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.

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.

Director, Retirement Plan Services

Alyssa Zagrobski, AIF®, CPFA

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.

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.        

Client Experience Representative

Diana Lopez

Diana Lopez joined Shelton Capital Management in April 2024 as a Client Experience Representative. Diana is pursuing a B.S. in Finance and a minor in Spanish.  Diana expects to receive her degree from Metropolitan State University in May 2025. In her free time, she likes to go on international trips, read, and run.

Client Experience Representative

Payton Rupp

Payton Rupp joined Shelton Capital Management in April 2024 as a Client Experience Representative. Before working at Shelton, he worked at Fidelity Investments, where he obtained his SIE and worked as a Client Relationship Associate. Payton is attending Metropolitan State University and pursuing a B.S. in Finance. He will receive his degree in December 2024.  Away from work, he enjoys golf, traveling, and spending time with his friends and family.