Tim Simon

Client Advisor
Timothy Simon, Client Advisor at Caprock

About Me

Tim was originally a part of the Grey Street Capital team that recently joined Caprock. He has spent his career cultivating and managing relationships with high-net-worth individuals, family offices, and institutions, in both public and private investing.

Most recently, Tim was a Principal and Head of Capital Markets at Rose Capital, a private equity firm based in Greenwich, CT. While at Rose, Tim was responsible for overseeing their capital market initiatives, including capital raising, structuring investments, and managing relationships with key financial partners.

In addition to Rose, he spent four years in sales and trading at Barclays in New York. While at Barclays, Tim covered several of the most prominent hedge funds in the world, and led a firm-wide inaugural pro-bono program to assist local nonprofits with financial planning.

Joined Caprock

2024

Location

Morristown

Education

Lafayette College

Interests

Golf, spending time outdoors, and reading

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