Shelton Capital Management has added Joe Mazzola to the firm’s investment management team.
Mazzola, formerly a Senior Strategist for TD Ameritrade, has over sixteen years of investment management experience including portfolio management, risk analysis and dynamic hedging techniques.
Shelton Capital Management manages several Separately Managed Account (SMA) strategies that seek risk reduction or enhanced income using option strategies. Barry Martin, CFA, has been the lead portfolio manager on the strategies which now totals USD175 million along with GIPS-verified track records.
“For years, Joe has demonstrated expertise in helping advisors implement sophisticated option strategies for the benefit of their clients. Joe has that unique ability to simplify complex concepts and terminology to be useful for wealth management practitioners,” says Martin.
“As the low interest rate environment continues to persist, advisors are looking to us for yield solutions for their clients,” says Steve Rogers, CEO “and therefore, our covered call writing strategies continue to be an attractive alternative. Joe is a welcome addition to the team as we meet the increased demand”.
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.
