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Nick Griebenow

Nick Griebenow

Portfolio Manager at Shelton Capital Management

Denver, CO , United States

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

OrganizationRoleDate RangeDetails
Shelton Capital ManagementPortfolio ManagerJun 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 SchwabTrading SpecialistJan 2014 to Aug 2014
Schwab Trading Services broker
Charles SchwabManager - Senior Options TraderAug 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 SchwabOptions TraderAug 2014 to Aug 2015
Charles SchwabBrokerFeb 2013 to Jan 2014
COUNTRY ® FinancialFinancial Representative InternMay 2012 to Dec 2012

Education

Colorado State University

Bachelor of Arts (B.A.), Economics

2008 2012

Others at Shelton Capital Management (8)

NameRoleLocation
David Falk
David Falk
Portfolio ManagerNew York, NY , United States
Paul Rapponotti
Paul Rapponotti
Portfolio ManagerSt. Louis, MO , United States
Barry Martin
Barry Martin
Portfolio ManagerMenlo Park, CA , United States
B
Bruce Kahn
Senior Portfolio ManagerFairfield, CT , United States
Elena Chavez
Elena Chavez
Equity Research AnalystNew York, NY , United States
J
John Harnisch
Portfolio ManagerNew York, NY , United States
Kenny Sklar
Kenny Sklar
Senior Fund Administration AnalystDenver, CO , United States
Mclain Ralston
Mclain Ralston
Fund Administration AnalystDenver, CO , United States