Steve Rogers

CEO and Portfolio Manager @Shelton Capital Management

San Francisco, CA, US
EMAILS
s••••••@sheltoncap.com
MOBILE NUMBERS
+14•••••••74

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WORK HISTORY

Mar 1993 — Present

CEO and Portfolio Manager @Shelton Capital Management

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EDUCATION

1984 — 1988

The University of Iowa Tippie College of Business

BS, Finance

1997 — 2000

University of California, Berkeley, Haas School of Business

MBA

SKILLS

Hedge FundsEquity ResearchInvestment AdvisoryWealth ManagementFixed IncomeAsset ManagementPortfolio ManagementInvestmentsAsset ManagmentInvestment StrategiesAlternative InvestmentsFinanceInvestment ManagementValuationAsset AllocationMutual FundsBloombergFinancial ModelingEquities

ABOUT STEVE ROGERS

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. Shelton Capital Management manages over $3.8 billion as of June, 2021.

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