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Derek I

CFA®

San Francisco, CA

Shelton Capital Management

Derek Izuel is a CFA® charterholder with 14 years of industry experience. He is currently with Shelton Capital Management and has previously worked at Vitruvian Capital Management and HighMark Capital Management. Shelton Capital Management provides investment management to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors through various account types and advisory services. The firm employs an active, discipline-specific approach combining fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools across its strategies.

Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting Retired
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