Advisory Board

Joshua S. Siegel

Joshua S. Siegel is Managing Principal And CEO of StoneCastle Partners and Adjunct Professor of Finance and Economics at Columbia Business School.
 
In 2003, Josh founded StoneCastle Partners which manages more than $3 billion in assets and offers investment banking and capital market services. He is widely regarded as a leading expert in the community banking industry. He is regularly featured at major industry conferences, workshops, seminars and panels. He is an innovative educator with a passion for teaching and has been invited to better educate government regulators in this specialized field during regular, scheduled sessions, year after year.
 
He was appointed Adjunct Professor at the Columbia Business School in New York City and just completed teaching “Financial Services: Inner Workings and Imagineering” for the Finance Division’s Spring 2011 semester. His published research studies, namely, Historical Default Rates of FDIC-Insured Commercial Banks, 1934–2001, Regional Bank Diversification, and Analysis of Idealized Cumulative Default Rates Beyond 10 Years established the basis for the community bank hybrid capital market with both investors and rating agencies. His research and financial innovations have brought nearly $40 billion of capital to over 1,600 banks across America over the past ten years.
 
Prior to cofounding StoneCastle, Josh was a cofounder and Vice President of the Global Portfolio Solutions Group within the Fixed Income Division at Salomon Brothers/Citigroup Global Markets, a group organized to finance portfolios of financial assets for corporations and to invest in the sector as a principal. As the group continued to grow, he assumed responsibility for developing new products, including pooled investment strategies for the community banking sector.
 
He originally joined Salomon Brothers/Citigroup in 1996 in the tax and lease division which provided structured financing to government-sponsored enterprises and Fortune 500 corporations. Prior to that, he was with Sumitomo Bank where he served in three capacities: corporate lending officer to large corporate borrowers; banker structuring equipment lease transactions for industrial and financial customers and credit derivative transactions; and, as a member of the New York Credit Committee.
 
Josh earned his B.A. in Management and Accounting at the Freeman School of Business, Tulane University in 1993.
 
Read his LinkedIn profile.