Citadel is one of the world's leading alternative investment managers. In markets around the world, they work relentlessly to uncover and capture new opportunities. Across a range of investment strategies, they deploy capital with the goal of delivering market-leading investment results to their capital partners, which include retirement programs, university endowments, hospital systems, foundations and research institutions.

Finance

Citadel

In 1987, Ken Griffin, a then-19-year-old sophomore at [Harvard University](/org/harvard), started trading from his dorm room with a fax machine, a personal computer, and a telephone. From this modest but ambitious beginning, Ken caught the attention of hedge fund pioneer and co-founder of Chicago-based Glenwood Partners, Frank Meyer, earning him the opportunity to establish what would one day become Citadel.

Ken founded Citadel in 1990 and has since served as the firm’s Chief Executive Officer. Today, Citadel is recognized as one of the most respected and successful investment firms in the world, and manages over $32 billion in capital for its partners.

Ken is a passionate philanthropist, supporting educational and cultural causes that drive community engagement and improvement. He has given over $900 million to numerous organizations including [The University of Chicago](/org/the-university-of-chicago), the Ann & Robert Lurie Children’s Hospital, The Field Museum of Natural History, the [Art Institute of Chicago](/org/art-institute-of-chicago), the Museum of Modern Art, and the American Museum of Natural History.

As a leader within the Chicago community, Ken actively participates in civic and cultural institutions, serving on the Board of Directors of the Chicago Public Education Fund, and the Board of Trustees for the [Art Institute of Chicago](/org/art-institute-of-chicago), the [Museum of Contemporary Art Chicago](/org/museum-of-contemporary-art-chicago), the Whitney Museum of American Art, and [The University of Chicago](/org/the-university-of-chicago). He is also a member of numerous business organizations, including [G100](/org/g100), the Civic Committee of the Commercial Club of Chicago, and the Economic Club of Chicago.

Ken earned his bachelor’s degree from [Harvard University](/org/harvard) and is a proud supporter of his alma mater. In 2014, he donated $150 million to support need-based financial aid at Harvard, the largest gift in school history at the time.

Kenneth C. Griffin

Phillip Lee is Head of Surveyor Capital at Citadel and a member of Citadel’s Portfolio Committee.

Phillip joined Citadel in 2013 as a Senior Analyst and was promoted to Portfolio Manager in 2015, specializing in the technology sector. Phillip was named Deputy Head of Surveyor Capital U.S. in 2021.

Prior to joining Citadel, Phillip served as a Senior Analyst at Cadian Capital. He started his career as an Analyst in the Technology Investment Banking division at [Morgan Stanley](/org/morgan-stanley).

Phillip holds a bachelor’s degree in Economics from [Dartmouth College](/org/dartmouth) and an MBA from the Stanford Graduate School of Business.

Phillip Lee

Sean Salji is Head of International Equities, responsible for leading Citadel’s three equities businesses in Europe and APAC.

Sean has spent more than 15 years serving in leadership roles across two of Citadel’s equities businesses – Citadel Global Equities and Surveyor Capital. He joined Citadel in 2005 as part of the Global Equities team and quickly rose to become Portfolio Manager and Head of Global Equities Europe. In 2018, Sean joined Surveyor Capital to lead the business’ expansion in Europe.

Prior to Citadel, Sean served as Assistant Vice President for the research division at Merrill Lynch Europe.

Sean received a bachelor’s and master’s degree in Natural Sciences from the [University of Cambridge](/org/university-of-cambridge).

Sean Salji

Justin Lubell is Head of Citadel Global Equities and is a member of Citadel’s Portfolio Committee. He joined the firm in 2019 as a Senior Managing Director and was subsequently appointed Head of Citadel Global Equities in 2020.

Prior to joining Citadel, Mr. Lubell spent more than a decade at Point72 Asset Management, where he was a Portfolio Manager specializing in the Media, Internet, Telecom, and Services industries and was a member of the firm’s Risk Committee. Before that, he was a Managing Director within the Equity Derivatives Strategy team at Bear Stearns & Co.

Mr. Lubell is a member of the Endowment Committee at [Trinity School](/org/trinity-school) in Manhattan. He is a CFA charterholder and graduated magna cum laude from the [University of Pennsylvania](/org/university-of-pennsylvania) with a dual bachelor’s degree in Economics and Political Science.

Justin Lubell

Perry Vais is Global Treasurer at Citadel. He oversees the firm’s core Treasury function including central funding strategy and execution. Perry is a member of Citadel’s Portfolio Committee.

Perry joined Citadel in 2019 as Head of Treasury Analytics. Prior to joining the firm, he spent 13 years at Blue Mountain where he served in a number of key leadership positions, including Head of Trading Technology, Co-Head of Risk Management, Head of Quantitative Strategies, Chief Technology Officer and Head of Systematic Investing. Perry has a background in computer science and began his career as a programmer, spending two years as a software developer at DKR Oasis.

Perry Vais

Edwin Lin is Head of Global Fixed Income at Citadel and is a member of Citadel’s Portfolio Committee. He first joined Citadel in 2011 as a Senior Portfolio Manager focused on global linear relative value strategies.

Prior to joining Citadel, he was at [Credit Suisse](/org/credit-suisse) for 10 years where he most recently served as Head of USD Short-end and Basis Trading and as Head of Canadian Rates.

Edwin Lin

Prior to joining Citadel, Dr. Arora served as Director of Quantitative Research at [American Century Investments](/org/american-century-investments). Previously, he served as Managing Director and Global Head of Model-Based Credit Research at [BlackRock](/org/blackrock) and as Global Head of Credit Research at Barclays Global Investors.

Dr. Arora’s research interests include asset pricing, credit risk, and corporate finance, and his work has been published in academic and practitioner journals, including Journal of Financial Economics, Review of Accounting Studies, Journal of Investment Management, and Energy Risk.

Navneet Arora

Pablo Salame is Co-Chief Investment Officer at Citadel. In addition to overseeing the firm’s investment strategies alongside Citadel CEO and Co-CIO Ken Griffin, Pablo leads the firm’s developed and emerging market credit strategies and convertible arbitrage activities as Head of Global Credit. He also serves on Citadel’s Portfolio Committee.

Prior to joining Citadel in 2019, Pablo held a variety of leadership positions during his more than two decades at [Goldman Sachs](/org/goldman-sachs), most recently serving as Vice Chairman of the firm and Co-Head of Global Markets, a role he held from February 2008 until his departure in 2018. Pablo’s previous roles include Head of European Equities Trading, Co-Head of Global Credit and Global Co-Head of Emerging Market Debt. He also co-chaired the firm’s Partnership Committee and Firmwide Investment Policy Committee. He began his career at Citicorp in Ecuador.

Pablo serves on the advisory boards of the Carney Institute for Brain Science and the Billie Jean King Leadership Initiative. He earned his Bachelor of Science degree in Applied Mathematics from [Brown University](/org/brown-university).

Pablo Salame

Todd Barker serves as a Special Advisor at Citadel.

Todd has provided more than 15 years of leadership at Citadel, most recently as Head of Surveyor Capital. Todd first joined Citadel in 2004 as an Analyst on the Event Driven team and was appointed Head of Global Equities Primary Strategies in 2005. In 2009, he was promoted to Portfolio Manager and in 2012 was named Regional Co-Head of Global Equities San Francisco. Todd joined Surveyor Capital in 2016 and led the business for 5 years. Prior to joining Citadel, Todd served as a Financial Analyst for the Investment Banking and Equity Capital Markets divisions of Goldman, Sachs & Co.

Todd served as an advisory board member for the Mgrublian Center for Human Rights at [Claremont McKenna College](/org/cmc) and received a bachelor’s degree from [Claremont McKenna College](/org/cmc).

Todd Barker

Umesh Subramanian is Chief Technology Officer at Citadel. He leads the technology teams that build and power the innovative research, investment and risk-management platforms that provide Citadel with a competitive advantage in the financial markets. Umesh is a member of Citadel’s Portfolio Committee.

Prior to joining Citadel, Umesh spent 13 years at [Goldman Sachs](/org/goldman-sachs), most recently serving as a Partner and Co-Head of the Technology Division. His prior roles at [Goldman Sachs](/org/goldman-sachs) include head of the Finance Engineering and Investment Banking Strats. While at [Goldman Sachs](/org/goldman-sachs), Umesh was a member of the Board of Directors of the Depository Trust and Clearing Corporation. Before that, Umesh worked at [Morgan Stanley](/org/morgan-stanley).

Umesh serves on the NYU Stern Tech MBA Advisory Board. He received a BTech in Mechanical and Industrial Engineering from the [Indian Institute of Technology, Madras](/org/indian-institute-of-technology-madras), and an MS in Industrial Engineering and Operations Research from the University of Illinois at Urbana-Champaign. He is a CFA charterholder.

Umesh Subramanian

Gerald A. Beeson is the Chief Operating Officer of Citadel. As COO, he is responsible for the firm’s key corporate functions globally and is a member of Citadel’s Portfolio Committee. Prior to becoming COO in 2008, Gerald served as Citadel’s Chief Financial Officer, a role he has held since 2003. He joined Citadel in 1993 as an intern and was among the company’s first employees.

Gerald received his MBA from the University of Chicago and a bachelor’s degree in Commerce with concentrations in Accountancy and Finance from [DePaul University](/org/depaul-university). He is registered as a certified public accountant with the [State of Illinois](/org/state-of-illinois). In addition, he has served on several industry related committees or boards.

Gerald is a trustee of [DePaul University](/org/depaul-university) and a 2014 recipient of the [DePaul University](/org/depaul-university) Presidential Medal. He is also a member of the Board of Advisors for Catholic Charities of the Archdiocese of Chicago as well as the Board of Directors for Marist High School and Big Shoulders Fund. Gerald is a member of the 2017 Class of Henry Crown Fellows within the Aspen Global Leadership Network at the Aspen Institute.

Gerald A. Beeson

Joanna Welsh is Chief Risk Officer at Citadel. Joanna chairs Citadel’s Portfolio Committee and advises in determining risk tolerance levels for the strategies, businesses, and the funds as a whole.

Prior to joining Citadel, Joanna was at Tudor Investment Corporation for 15 years, most recently serving as Chief Risk Officer. With more than 20 years of experience in financial services and risk management, she also held senior risk positions at [Commerzbank](/org/commerzbank) and [Nomura](/org/nomura).

Joanna received a master’s and bachelor’s degree from Oxford University.

Joanna Welsh

Daniel Dufresne is Global Head of Counterparty Strategy at Citadel, responsible for driving the firm’s strategy and coordination with counterparties across the firm. He is a member of Citadel’s Portfolio Committee.

Daniel joined Citadel in 1999 as Head of Repo Trading where he established the infrastructure to fund Citadel’s Global Rates business and later traded as a PM. He served as Global Treasurer for 12 years before assuming his current role in 2020. As Treasurer, he oversaw the firm’s treasury and operations functions globally and was responsible for the firm’s liquidity framework, secured funding, capital allocation, counterparty strategy and post trade operations.

Mr. Dufresne has been a member of the Treasury Borrowing Advisory Committee (TBAC) since 2015, where he now serves as Vice Chair.  He previously served 11 years on the Treasury Market Practices Group (TMPG) and was a member of the Task Force on Tri-Party Repo Infrastructure which began in 2009.  That same year, he was named to Crain’s Chicago Business “Forty Under Forty.”

Daniel Dufresne

Andrew Philipp is Citadel’s Chief Financial Officer and a member of the firm’s Portfolio Committee.

Prior to joining Citadel, Andrew was a Partner at [Goldman Sachs](/org/goldman-sachs), most recently serving as Chief Market Risk Officer globally and Chief Risk Officer for EMEA. He held several leadership positions during his 16-year tenure at [Goldman Sachs](/org/goldman-sachs), including more than a decade as a trader in the firm’s Global Markets division.

Andrew received a bachelor’s degree from the McDonough School of Business at [Georgetown University](/org/georgetown-university).

Andrew Philipp

Russell Horwitz is Chief Global Affairs Officer at Citadel. He is responsible for how the firm engages with external constituencies globally and oversees Citadel’s communications, government and regulatory affairs and philanthropy.

Russell previously spent more than 16 years at Goldman Sachs where he was a Partner and served in numerous leadership positions, including Chief of Staff to the Chairman & CEO and Co-Chief Operating Officer of the Global Markets Division. Earlier in his career, Russell served as a Senior Policy Advisor to the Chairman of the US Securities and Exchange Commission and Special Assistant to the National Economic Advisor in The White House.

Russell earned a BA in Foreign Affairs from the University of Virginia.

He serves on the Board of Trustees of Children’s Aid and is a member of the Foundation Board of the Batten School of Leadership and Public Policy at the University of Virginia.

Russell Horwitz

Rick Lane is Chief Technology Officer of Core Engineering at Citadel. He leads the engineering teams responsible for the resiliency of the firm’s trading and business infrastructure.

Prior to joining Citadel, he spent more than a decade at Trading Technologies, most recently serving as its Chairman and Chief Executive Officer. Before taking on the Trading Technologies CEO role, he served as the company’s Executive Vice President and Chief Technology Officer. Rick co-founded the professional trading software firm TickIt Trading Systems, which was acquired by Trading Technologies in 2010.

Rick received a bachelor’s degree in computer science from Georgia Institute of Technology.

Rick Lane

Rock Khanna is Chief Strategy and Transformation Officer at Citadel. He leads strategic and transformational initiatives that seek to accelerate the business forward.

Prior to joining Citadel, Rock was a Senior Partner at McKinsey & Company, where he co-led the firm’s marketing and sales practice and served on the North American operating committee. During his more than two decades at McKinsey, Rock led the global launch and scaling of the firm’s capabilities in data science and analytical services and helped build the firm’s technology, media and telecommunications (TMT) practice.

Rock is a member of the board of trustees for the Peggy Notebaert Nature Museum. He received a bachelor’s degree in public policy with distinction and Phi Beta Kappa from Stanford University, an MBA from Stanford Graduate School of Business and a JD with distinction from Stanford Law School.

Rock Khanna

Matt Jahansouz is Citadel’s Chief People Officer. He is responsible for leading the firm’s recruiting, employee experience and career development efforts.

Prior to joining Citadel, he served as Chief People Officer at WeWork, where he helped to lead the company’s turnaround and organizational restructuring. Prior to WeWork, Matt spent nearly a decade at Goldman Sachs, where he held senior roles in global recruiting and human resources strategy. He began his career at Deloitte as a consultant in its human capital consulting practice.

Matt received a bachelor’s degree in finance from Pennsylvania State University.

Matt Jahansouz

Since joining Citadel in 2004, Mr. Simon has served in a number of roles including Portfolio Manager for the Global Equities Energy and Industrials team, Capital Goods Analyst on the Global Equities Industrials team and Analyst on Citadel’s Event Driven team. He served as Citadel’s Regional Head of Equities in Chicago from 2013-2016. Prior to joining Citadel, Mr. Simon was an Associate at [Madison Dearborn Partners](/org/madison-dearborn-partners) on their communications investment team and an Analyst at Salomon Smith Barney.

Matt Simon

Sebastian Barrack is Head of Commodities at Citadel and is a member of Citadel’s Portfolio Committee. Mr. Barrack leads the investment teams trading natural gas, power, crude and refined products, agriculture and other commodity products.

Prior to joining Citadel, Mr. Barrack was at Macquarie Group Ltd. for more than 20 years, where he built and led the agriculture, energy and metals teams across the US, Europe and Asia, and most recently served as Global Head of Metals, Mining & Agriculture.

Sebastian Barrack

Ben S. Bernanke

Ed O’Reilly is a Senior Managing Director and Global Head of the Client and Partner Group at Citadel. He is responsible for managing the firm’s relationships with all investors globally. Ed is a Portfolio Committee member.

Ed started his career at The O’Connor Partnership, Chicago, where he managed the non-investment aspects of a dynamic, derivatives market making and proprietary trading business within the Fixed Income, Currencies and Commodities (FICC) and Equities businesses in a COO function. Throughout his career with O’Connor / Swiss Bank Corporation / UBS, Ed was based in a variety of financial centers: Chicago, Singapore, Zurich and London. This experience ultimately led him to spend 18 years abroad.

Ed is a member of The Economic Club of New York, The Aspen Institute Society of Fellows and The Development Board for the Brunswick School in Greenwich, Connecticut. He is also Chairman of the North American Standards Board for Alternative Investments.

Mr. O’Reilly received his Master of Business Administration from [Duke University](/org/duke-university) and a bachelor’s degree from [Miami University](/org/miami-university), Oxford, Ohio.

Ed O’Reilly

Shawn Fagan is Chief Legal Officer of Citadel, responsible for Citadel’s global legal, compliance, transaction management, and regulatory affairs functions. Shawn is a member of Citadel’s Portfolio Committee.

Prior to joining Citadel in 2005, Shawn was a Partner at Bartlit, Beck, Herman, Palenchar & Scott. Previously, he served as a clerk for Chief Justice William Rehnquist of the U.S. Supreme Court and Judge Douglas H. Ginsburg of the U.S. Court of Appeals for the District of Columbia.

Shawn serves on the Board of Directors for the [U.S. Chamber of Commerce](/org/chamber-of-commerce-of-the-united-states-of-america) and the Program on International Financial Systems (PIFS), is a Fellow of the American Bar Foundation (ABF), and is a member of the Economic Club of Chicago. He graduated with honors from the University of Michigan with a B.A. in Political Science and holds a J.D., magna cum laude, from Harvard Law School where he was a recipient of both the Sears Prize and John E. Thayer Award.

Citadel

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