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Thought Leadership

Shelton Capital Expands Advisor Services with Key Appointments

March 1, 2017

Shelton Capital Management announced two key appointments designed to increase its service and support to financial advisors and their clients.

William H. Barnes, CFA, has joined the firm as Director, Advisor Services, covering the Western United States. Based in San Francisco, he will be responsible for marketing, sales and strategic initiatives at the firm and will report to Managing Director, Dennis Clark. With nearly 30 years of experience in the financial services industry, Bill has managed and sold a variety of products, including international equity, domestic equity, high yield fixed-income, bank loans and private equity. Before joining Shelton, he held positions with Neuberger Berman, Janus, AXA Rosenberg, Schroders and Nomura Capital Management. Prior to earning an MBA at the University of Texas at Austin, Bill served as an Infantry Officer in the Marine Corps. He earned a BA at Texas State University. He is a Chartered Financial Analyst and holds FINRA Series 6 and 63 designations.

Becca Wood has joined the firm as Marketing Director and will also report to Dennis Clark. Based in Denver, Becca will be responsible for the strategy and execution of marketing initiatives at the firm. Becca brings a breadth of experience from working in the telecommunications industry and serving on a board of directors to help to grow a non-profit organization. Prior to Shelton, she managed the multi-channel marketing strategy at Dish Network, a Fortune 200 company. Becca graduated from the University of Wisconsin-Madison with a Bachelor of Business Administration degree.

“Exciting opportunities are ahead for Shelton, and I look forward to working with Bill Barnes and Becca Wood to support our financial advisors as they help clients plan for and achieve their financial and life goals,” said Clark. “These appointments build on our core strengths and demonstrate the depth of the team that is shaping the future for Shelton Capital Management.”

About Shelton Capital Management
Shelton Capital Management is a multi-strategy asset manager offering investment solutions including mutual funds and separate accounts to the clients of wealth managers, the retirement plan market, and individual investors. Founded in 1985, Shelton Capital Management has maintained consistent investment principles and a steadfast focus on authentic customer service. With office in San Francisco, Denver and Greenwich, CT, Shelton Capital Management manages over $1.79 billion in client assets as of 1/31/2017. For additional information, please visit at http://sheltoncap.com or call (800) 955-9938.

Investors should carefully consider a fund's investment objetives, risks charges and expenses before investing. The prospectus contains this and other information about a fund. To obtain a prospectus, visit www.sheltoncap.com or call (800) 955-9988. A prospectus should be read carefully before investing. There are no assurances that a fund will achieve its objective and/or strategy. 

Investments are not FDIC insured or bank guaranteed and may lose value.

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