About
Nick Griebenow, CFA, is a Portfolio Manager at Shelton Capital Management, based in Denver, Colorado, where he oversees the firm's Option Overlay Strategies and co-manages the Equity Income Fund. In his current role, he is responsible for designing and implementing equity and options-based portfolio solutions, with a specific focus on covered call and buy-write strategies that generate income and mitigate portfolio volatility for investors, especially those nearing retirement. His investment expertise is centered on U.S. equities and listed options, specifically in option overlay and income-generation strategies within separately managed accounts and mutual funds.
Prior to joining Shelton Capital Management in 2018, Nick spent over five years at Charles Schwab, where he served as Manager – Senior Options Trader. There, he supported sophisticated client trading needs and contributed to options education by developing "The Options Academy" curriculum. He began his career as a Financial Representative Intern at COUNTRY® Financial.
Nick holds a Bachelor of Arts in Economics from Colorado State University and is a CFA Charterholder. He is recognized for his deep technical knowledge in derivatives trading and portfolio risk management, and he has contributed industry insights through published work on options strategies, including featured articles for Nasdaq.com and Cboe.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Shelton Capital Management | Portfolio Manager | Jun 2018 to Present | Portfolio Manager on the Shelton Capital Option Overlay Separately Managed Accounts and Equity Income Fund (EQTIX). Shelton Capital Management’s Option Overlay Program is designed especially for the u... | 
| Charles Schwab | Trading Specialist | Jan 2014 to Aug 2014 | Schwab Trading Services broker | 
| Charles Schwab | Manager - Senior Options Trader | Aug 2015 to Jun 2018 | - Supported sophisticated clients with complex portfolio and trading needs, whose trading accounts averaged >$1mm. - Created "The Options Academy" upskilling/cross-training curriculum. Class was appro... | 
| Charles Schwab | Options Trader | Aug 2014 to Aug 2015 | — | 
| Charles Schwab | Broker | Feb 2013 to Jan 2014 | — | 
| COUNTRY ® Financial | Financial Representative Intern | May 2012 to Dec 2012 | — | 
Education
Colorado State University
Bachelor of Arts (B.A.), Economics
2008 — 2012
Others at Shelton Capital Management (8)
| Name | Role | Location | 
|---|---|---|
| Portfolio Manager | New York, NY , United States | |
| Portfolio Manager | St. Louis, MO , United States | |
| Portfolio Manager | Menlo Park, CA , United States | |
| BBruce Kahn | Senior Portfolio Manager | Fairfield, CT , United States | 
| Equity Research Analyst | New York, NY , United States | |
| JJohn Harnisch | Portfolio Manager | New York, NY , United States | 
| Senior Fund Administration Analyst | Denver, CO , United States | |
| Fund Administration Analyst | Denver, CO , United States |