Connie Bechtolt

Director of Operations at CCM Partners LP

Connie Bechtolt

Connie Bechtolt

Director of Operations at CCM Partners LP

Biography

Connie Bechtolt joined Shelton Capital Management in June 2014. Connie manages the planning and execution of activities in financial budgeting and reporting, human resources, technology and office facilities for the firm, as well as the fund administration and client services for our mutual funds.

Prior to joining the firm, Connie was an officer with OppenheimerFunds for 15 years and subsequently, with companies in a variety of industries. Connie earned a BS in Finance and an MBA in Accounting from Regis University and is a licensed CPA in Colorado.

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Portfolio Manager at CCM Partners LP

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Managing Director at CCM Partners LP

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Former CCO at ETSpreads LLC

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Director of Advisor Services at CCM Partners LP

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Director of Advisor Services at CCM Partners LP

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Fund Advisor at CCM Partners LP

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Portfolio Manager at CCM Partners LP

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Former Portfolio Analyst at CCM Partners LP

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Portfolio Manager at CCM Partners LP

Relationship likelihood: Strong

Portfolio Manager at CCM Partners LP

Relationship likelihood: Strong

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Connie Bechtolt
Director of Operations at CCM Partners LP
Career History
Director of Operations
Current

CCM Partners LP, dba Shelton Capital Management (SCM), offers several investment strategies including Fixed Income, Equity Income, Single Stock and Diversified ETF.SCM's Fixed Income Strategy seeks to deliver total return investing in the fixed income markets, including US Treasuries, municipal bonds, corporate bonds and mortgage -backed securities. Portfolios are actively managed to select securities that the firm believes will provide the best balance between risk and return specific to each client. For clients’ seeking to maximize income exempt from federal taxes, an actively managed separate account of municipal securities issued by state and local governments can becreated based on the specific risk and return of a client. Such municipal securities accounts can also consist of finance projects considered to be environmentally sustainable and/or focused on environmental solutions.The firm's Equity Income Strategy seeks to deliver capital appreciation and an enhanced level of income through the building of a portfolio of thirty 30 or more US stocks and then to write covered calls and/or cash-secured puts on the portfolio positions to either reduce overall volatility or add incremental income. The covered calls are strategically written to generate premium income in addition to the portfolio’s dividend yield. The cash-secured put involves writing an at-the-money put option and simultaneously setting aside enough cash or margin to buy the stock if an assignment occurs. SCM's Single Stock Strategy seeks to enhance cash flow and improve the risk-adjusted total return on a single stock position by employing the use of covered call writing, secured put selling, or protective put buying. This strategy involves selling potential upside return on a stock for current income in the form of option premium. SCM may also sell out-of-the-money (OMT) put options to enhance the income yields in accounts. The objective of SCM's Fixed Income and Equity Income strategies is to reduce the directional risk and exposure of the individual stock or portfolio while allowing for upside gains if the stock or portfolio continues to rally beyond the debit paid.SCM's Diversified ETF Strategy provides a fully diversified portfolio of ETFs on which the manager writes covered calls on some or all of those positions to reduce overall volatility while adding incremental income. There are 3 portfolios from which the client can choose: Conservative, Balanced and Growth.

Assistant Treasurer
2002 - 2010

Oppenheimer Multi Sector Income Trust is a diversified closed-End Investment Fund. The company is headquartered in New York, NY.

Boards & Committees
Member, Executive Committee
Tenure Unconfirmed

CCM Partners LP, dba Shelton Capital Management (SCM), offers several investment strategies including Fixed Income, Equity Income, Single Stock and Diversified ETF.SCM's Fixed Income Strategy seeks to deliver total return investing in the fixed income markets, including US Treasuries, municipal bonds, corporate bonds and mortgage -backed securities. Portfolios are actively managed to select securities that the firm believes will provide the best balance between risk and return specific to each client. For clients' seeking to maximize income exempt from federal taxes, an actively managed separate account of municipal securities issued by state and local governments can becreated based on the specific risk and return of a client. Such municipal securities accounts can also consist of finance projects considered to be environmentally sustainable and/or focused on environmental solutions.The firm's Equity Income Strategy seeks to deliver capital appreciation and an enhanced level of income through the building of a portfolio of thirty 30 or more US stocks and then to write covered calls and/or cash-secured puts on the portfolio positions to either reduce overall volatility or add incremental income. The covered calls are strategically written to generate premium income in addition to the portfolio's dividend yield. The cash-secured put involves writing an at-the-money put option and simultaneously setting aside enough cash or margin to buy the stock if an assignment occurs.SCM's Single Stock Strategy seeks to enhance cash flow and improve the risk-adjusted total return on a single stock position by employing the use of covered call writing, secured put selling, or protective put buying. This strategy involves selling potential upside return on a stock for current income in the form of option premium. SCM may also sell out-of-the-money (OMT) put options to enhance the income yields in accounts.The objective of SCM's Fixed Income and Equity Income strategies is to reduce the directional risk and exposure of the individual stock or portfolio while allowing for upside gains if the stock or portfolio continues to rally beyond the debit paid.SCM's Diversified ETF Strategy provides a fully diversified portfolio of ETFs on which the manager writes covered calls on some or all of those positions to reduce overall volatility while adding incremental income. There are 3 portfolios from which the client can choose: Conservative, Balanced and Growth.

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