Press Page and Media Resources

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.

Chief Operating Officer

Rachel Skyward

Rachel Skyward is a seasoned operating executive and entrepreneur with a track record of driving transformational growth across a variety of business and consumer-focused industries. She has held C-suite roles leading marketing, sales, and operations for startups to the Fortune 500.

Rachel has deep expertise in enterprise innovation, M&A, operational leadership and brand strategy. She is skilled in scaling teams, optimizing operations, and launching high-growth initiatives to accelerate revenue growth and market expansion.

Outside of work, Rachel enjoys cycling of all disciplines, competitive skydiving, and mountain climbing adventures – having completed all 58 14ers near her home in Colorado.

She holds a B.S. in Journalism from Middle Tennessee 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).

Portfolio Manager

Barry Martin, CFA

Barry Martin, CFA, is a Portfolio Manager for Shelton Capital Management’s Option Overlay Strategies. Prior to joining the firm, Mr. Martin was Senior Vice President of portfolio management for an investment management firm specializing in option strategies and has been managing options for over 20 years. He received a B.S. from the University of Arizona.

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

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. 

Sr. Portfolio Manager

Gary Stringer, CFA

Gary Stringer, CFA is a Senior Portfolio Manager at Shelton Capital Management. Prior to this role, he served as the President and Chief Investment Officer for Stringer Asset Management, LLC (SAM) and led the portfolio management efforts for the Firm’s separately managed account portfolios. In this role, he worked with the team to develop the Firm’s investment management process, strategic and tactical allocations, as well as security selection. Prior to co-founding SAM in February 2013, Mr. Stringer was a Managing Director at Morgan Keegan and Company, Inc. where he served as the Director of Investments for Morgan Keegan’s Wealth Management Services division. Mr. Stringer holds a Bachelor of Science degree in Marketing from the University of Maryland, as well as the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Society Austin. He has also completed the Securities Industry Institute sponsored by the Securities Industry and Financial Markets Association and the Wharton School. Additionally, Mr. Stringer speaks at various industry conferences and is a frequent contributor to financial industry publications.

 

Sr. Portfolio Manager & Head of ETF Trading

Jonathan Molchan

Jonathan Molchan serves as the Senior Portfolio Manager & Head of ETF Trading at Shelton Capital Management. Prior to this, Mr. Molchan served as the Managing Partner of STF Management LP and has been involved in the financial services industry for nearly two decades.

He began his career at SAC Capital Advisors where he focused on long/short equity as well as listed and OTC quantitative derivatives’ strategies. Following that, while at Millennium Management, he focused on long/short equity, global macro, and derivatives’ trading, research, and risk management. He has also held roles at Cowen and Mirae Asset.

Mr. Molchan became involved in the ETF industry in 2013 as he saw an opportunity to utilize his derivatives’ experience to expand options-based ETFs to the investment community. Throughout his time focused on ETFs, he has served in numerous role to include, portfolio manager, product developer and manager, and a marketer of options-based strategies; in addition to being featured in numerous industry outlets with a focus on education revolving around options and asset allocation.
 

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

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 has 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.

Client Portfolio Manager

Jonathan Bernstein, CIMA®

Jonathan Bernstein, CIMA® is responsible for business development, marketing and communication. Prior to co-founding and serving as Vice President and Sales & Marketing Director for Stringer Asset Management, LLC (SAM), Mr. Bernstein was a Senior Vice President and the Director of Sales and Consulting at Morgan Keegan and Company, Inc. He has spent his career working with financial advisors on effective communication, objective consulting and best practice training. He is an accomplished and dynamic presenter with extensive experience in communication, project management, operations management, and is a frequent contributor to financial industry publications. Mr. Bernstein earned a Bachelor of Science degree in Business Administration and Finance from Brooklyn College and holds the Certified Investment Management Analyst® (CIMA®) designation. Living in Katy, Texas, he is married with three children and is a valued resource in his community.

Portfolio Manager

Kim Escue, CFA

Kim Escue, CFA, serves as a Portfolio Manager at Shelton Capital Management. Previously, she was a Co-Founder and Senior Portfolio Manager at Stringer Asset Management, LLC, responsible for the daily management of both the Firm’s mutual funds and separately managed account portfolios, and spent over 15 years at Morgan Keegan & Company, Inc. as a Due Diligence Analyst and member of the firm’s Investment Strategy Committee. She earned a Bachelor of Business Administration and Masters of Business Administration from the University of Memphis. She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Memphis. Additionally, Ms. Escue is a frequent contributor to various financial industry publications.