About
Carl Simon is the Head of Trading at Freestone Grove Partners, a leading investment firm headquartered in New York City. In this role, he oversees all trading operations, providing leadership in trade execution and strategy implementation across the firm's portfolios, with a focus on integrating both fundamental insights and quantitative approaches.
He brings deep experience in equities and capital markets, having previously led trading and portfolio implementation at Citadel, one of the world’s most prominent alternative asset managers. At Freestone Grove Partners, Simon is responsible for trading across multiple asset classes, with a particular emphasis on equities, equity derivatives, and related capital markets instruments, supporting a range of sector-focused investment teams.
Simon earned his degree from Penn State, and throughout his career, he has been recognized for driving operational efficiency and advancing the technological sophistication of trading desks. His expertise encompasses market microstructure, portfolio execution, and trade automation, making significant contributions to the buildout and optimization of trading platforms at top-tier investment firms.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Freestone Grove Partners | Head of Trading | Jul 2023 to Present | — |
| Freestone Grove Partners | Equity Capital Markets | Jul 2023 to Present | — |
| Citadel | Surveyor: Head of Trading and Portfolio Implementation | Jun 2016 to Oct 2022 | — |
| Citadel | Global Equities: Trading | May 2005 to Jun 2016 | — |
| Morgan Stanley | Equity Trader | Nov 2000 to May 2005 | — |
Education
Penn State
1995 — 1999
Skills & Expertise
Others at Freestone Grove Partners LP (31)
| Name | Role | Location |
|---|---|---|
| Trader | New York, NY , United States | |
| Research Analyst | New York, NY , United States | |
C Clark Zhang | Analyst | New York, NY , United States |
| Investment Analyst | New York, NY , United States | |
| Senior Analyst | CA , United States | |
G George Dailey | Analyst | United States |
| Senior Analyst | New York, NY , United States | |
| Quant Platform | New York, NY , United States | |
| Senior Analyst | West Palm Beach, FL , United States | |
| Senior Analyst | Chicago, IL , United States |
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