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.