What Shelton® Does
We believe an individual investor’s best chance of accomplishing financial goals is to work with a professional advisor.
We make high quality investment solutions available to help you meet the unique needs of your clients. We welcome you to consider our breadth of product offerings and customizable solutions.
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- Fixed income solutions both taxable and tax-free
- Equity income solutions leveraging our expertise in options strategies
- International equity solutions
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If you’re seeking an environmental solution, consider Shelton Sustainable Equity Fund (NEXTX), Green California Tax-Free Income Fund (CFNTX), or our ESG Municipal Bond Fund Strategies.
What makes us different?
Our ambition as investment managers is to identify high-quality assets, both in the market and in the workforce. We’re proud of our team of investment and client experience professionals. All are committed to superior academic achievement, an unwavering commitment to business ethics and high-level investment expertise. As a group, we’re committed to maximizing the wealth of our clients and giving them the best service in the industry.
Leveraging our history of managing portfolios for the high net worth (HNW) investor, we embody the core values of our founder, Richard Shelton. Our core values are commitment to growth, delivering authentic client service, and adhering to the highest level of professionalism. We understand that our job is both personal and important to our clients.
Our Team
Executive Committee

Steve Rogers

Dennis Clark

Greg Pusch

Derek Izuel, CFA
Institutional, Advisor, and Retirement Plan Services Teams

Josh Fudge

Ryan Groves

Matt Gunter

Jeff Medina

Laura Bevill, CAIA

Jason Shidler

Tony Brown

Alyssa Zagrobski, AIF®, CPFA

Daniel Klusty

Alexa Tuers

Paul Laffrenzen
Portfolio Management Team

Steve Rogers

Bill Mock

Barry Martin, CFA

Jeffrey Rosenkranz

Chris Walsh

Nick Griebenow, CFA

Tony Jacoby, CFA

Derek Izuel, CFA

Justin Sheetz, CFA

Bruce Kahn, Ph.D.

Peter Higgins

Nicolette DiMaggio
Human Resources, Investment Operations, Trading Team, and Compliance

Jason Goldenberg

Trevor Shippee

Kenny Sklar

Amy Grillot

Andrea Reidle

Jane Senaldi

Mclain Ralston

Renee Calvanese

Alyssa Haskel
Client Services Team

Carrie Della Flora

James Bondar

Diana Lopez

Payton Rupp
Marketing Team

Clark Davis

Austin Pond

Monica Hernandez

Candice Hudson
Shelton Academy

Cole Rister
