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CEO, Portfolio Manager

STEVE ROGERS

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Steve Rogers, who joined the firm in 1993, serves as the chief executive officer for the company. Steve is also the portfolio manager of the Shelton Core Value Fund, a mutual fund that has received recognition from various national publications. Steve earned a B.A. from the University of Iowa in 1988 and earned his MBA from the University of California, Berkeley in 2000.

 

Portfolio Manager

BILL MOCK

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William Mock is the lead member of the portfolio management team for Shelton’s Fixed Income and Money Market funds. He 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

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Since joining the firm in 2008, Barry Martin has been the portfolio manager for the Separate Account program utilizing covered call writing strategies. Prior to joining the firm, Barry managed similar strategies for ten years as Senior Vice President of Portfolio Management for a large Investment Management firm. Barry has a degree in Finance from the University of Arizona and has earned the right to use the Chartered Financial Analyst (CFA) designation. He is a member of the San Francisco Society of Financial Analysts.

 

Portfolio Manager

Joe Mazzola

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Joe Mazzola, a former market maker and options risk manager, has over sixteen years of investment management experience including portfolio management, risk analysis and dynamic hedging techniques.

Most recently as a Senior Strategist for TD Ameritrade Institutional, Joe worked with advisors exploring ways to potentially enhance portfolios based on price, volatility, and probability- strategies ranging from basic hedging to complex options spreads.

Joe Mazzola earned his Bachelor's degree in Economics at Kalamazoo College in Kalamazoo, Michigan and his MBA, Finance and Financial Management Services from DePaul University - Charles H. Kellstadt Graduate School of Business in Chicago, Illinois.  

 

Portfolio Manager

Chris Pike, CFA

 

Chris Pike is a Portfolio Manager and lead manager for the Shelton Real Estate Income Fund, which he has managed since its inception in 2013.

Chris joined Shelton Capital Management in 2016, after 20 years at various asset management, equity research and investment banking firms such as Merrill Lynch, UBS Securities, AR Global, Wachovia Securities and Goldman Sachs. Chris holds a BA from Rutgers College, and has earned the right to use the Chartered Financial Analyst (CFA) designation.

 

  

 

Portfolio Manager

Matthias Knerr, CFA


Matthias Knerr, CFA, is a Portfolio Manager and lead manager for the Shelton International Select Equity strategy, focusing on the innovation and expansion stages of the team’s life cycle investment process.

He brings 20+ years of investing experience to the team, most recently as Senior Portfolio Manager for the Rivington strategies at WHV and as CIO of International and Global Equities at Victory Capital Management. Additionally, Matthias served in various capacities as a Managing Director at Deutsche Asset Management. He has a BS in Finance and International Business from Pennsylvania State University and holds the Chartered Financial Analyst designation.

  

 

Portfolio Manager

John Harnisch, CFA


John Harnisch, CFA, joined Shelton Capital Management in 2016 and is a Portfolio Manager on the Shelton Tactical Credit Fund.

Prior to joining the firm, John was a portfolio manager at Acuity Capital Management, and he worked previously for Babson Capital Management. John earned a BA in Economics from Trinity College in 2002 and earned the CFA charter in 2006. He is currently a member of the Hartford CFA Society and the CFA Institute.


  

 

Portfolio Manager

Andrew Manton

 

Andrew Manton is a Portfolio Manager for the Shelton International Select Equity strategy, focusing on the distress and maturity stages of the team’s life cycle investment process.

He has 18 years of investing experience, most recently as Senior Portfolio Manager for the Rivington strategies at WHV. Previously, Andrew worked for Victory Capital Management, Deutsche Asset Management, and Merrill Lynch. He has a BS in Finance from the University of Illinois at Chicago and an MBA with a concentration in Quantitative Finance and Accounting from the Tepper School of Business at Carnegie Mellon University.