Joshua S. Siegel founded StoneCastle Partners, LLC in 2003 and serves as Managing Partner, Chairman and Chief Executive Officer. He is widely regarded as a leading expert and investor in the banking industry.

As Head of Innovation and Chief Imagineer, Joshua is responsible for numerous first-of-their-kind products and has a unique eye for finding innovative solutions that solve for the myriad of banking and SEC regulations that might otherwise limit our activities. During Joshua’s career, his innovations have brought nearly $40 billion of capital and $25 billion of deposits to more than 1,600 community and regional banks. He was an adjunct professor at Columbia Business School where he lectured on Imagineering in financial services. Joshua is often quoted in financial media, including The Wall Street Journal, The New York Times, American Banker, and CNNMoney.  

Joshua is an expert on bank regulatory matters and frequently speaks at industry events, including those hosted by the American Bankers Association, Conference of State Bank Supervisors, FDIC, Federal Reserve Bank and SNL Financial. Joshua is a frequent thought contributor to regulators and politicians who are at the forefront of updating antiquated banking regulations to keep pace with the technology that is rapidly changing the banking landscape. Joshua has a close relationship with many banking regulators and is regularly called upon to teach and train state and federal bank examiners and conduct seminars for government entities and banking associations.

Prior to StoneCastle, Joshua was a co-founder and Vice President of the Global Portfolio Solutions Group at Salomon Brothers/Citigroup, where he developed new products including pooled investment strategies for community banks. Joshua was the first to securitize capital securities issued by community banks – the transaction, completed in 2000, was remarkable in that it gave community banks the ability to issue non-dilutive regulatory capital instruments and gave them access to institutional investors. Prior to this award-winning, landmark transaction, demand for capital instruments issued by community banks was generally limited to common equity, marketed to local investors. Before joining Salomon Brothers/Citigroup, he worked at Sumitomo Bank and served as a member of its New York Credit Committee. Prior to Sumitomo, he worked for Charterhouse, carrying out merchant banking and private equity transactions.

Joshua has provided strategic advice to the Global Food Banking Network.  He also provides annual economic support to Prep for Prep to make sure academic brilliance is recognized and nurtured without regard to a student’s economic, demographic or sociological impediments.  Joshua received his BS in Management and Accounting from Tulane University. He is a member of the Young Presidents Organization and Mensa.