Shelton Option and Fixed Income Solutions

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

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.

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

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

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.

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).

Director, National Accounts

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.  

Director, Advisor Services (Great Lakes)

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 (Southeast)

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, Advisor Services (Northeast)

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

Director, Advisor and Institutional Consultant Relations (West)

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.

Director, Advisor Services (Central)

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.

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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, 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, Retirement Plan Services

Alyssa Zagrobski, AIF®, CPFA

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.

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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.