Joshua Siegel

Joshua Siegel is managing partner and CEO of New York City-based StoneCastle Partners LLC, a national alternative asset manager with more than $8 billion in assets under management across eight funds for more than 1,000 institutional and high-net-worth clients. Founded by Siegel, StoneCastle has grown into one of the world’s largest and most successful investment firms focused on the banking industry, with more than 50 professionals operating from five locations. His research and financial innovations have brought nearly $40 billion of capital to more than 1,600 banks across the U.S. over the past 12 years. Siegel is widely regarded as a leading expert and investor in the community banking industry and speaks frequently at industry events, including those hosted by the American Bankers Association, Conference of State Bank Supervisors, the Federal Deposit Insurance Corp., the Federal Reserve and SNL Financial. A creative instructor with a passion for teaching, Siegel has regularly been invited to educate government regulators about the specialized community banking sector. He has also served as adjunct professor at the Columbia Business School in New York City. Prior to co-founding StoneCastle, Siegel was a co-founder and vice president of the Global Portfolio Solutions Group 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. He later 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, providing structured financing to government-sponsored enterprises and Fortune 500 corporations. Prior to his tenure at Salomon Brothers/Citigroup, Joshua worked at Sumitomo Bank, where he served as a corporate lending officer, as a member of the New York Credit Committee and at the Charterhouse Group, where he carried out merchant banking and private equity transactions. Siegel received his Bachelor of Science in Management and Accounting from Tulane University.