Barry Martin

Barry Martin, CFA, is a Portfolio Manager at Shelton Capital Management, based in Menlo Park, California. He leads the firm’s Option Overlay Strategies, specializing in equity-based options strategies such as covered call writing for generating income and managing equity market risk. His primary responsibilities include overseeing option overlay portfolios, developing derivative income solutions, and managing mutual funds and ETFs such as the Shelton Equity Income Fund and the Shelton Equity Premium Income ETF.

Martin focuses on the use of option strategies within U.S. equity markets, particularly covered call approaches designed to provide enhanced cash flow and risk mitigation for investors. He is recognized for his expertise in devising options-based income strategies for both retail and institutional clients, and frequently discusses trends in derivative income, covered call ETFs, and active versus passive options strategies in industry media and events.

With over 20 years of experience managing options portfolios, Barry Martin holds a B.S. from the University of Arizona and the Chartered Financial Analyst (CFA) designation. He is a noted industry thought leader, regularly featured in outlets such as Reuters, InvestmentNews, and finance podcasts, contributing insights into the growing adoption of option strategies for retirement and income-focused portfolios.