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.

George Shilowitz serves as the Co-Chief Executive Officer of StoneCastle Partners, LLC. George is chairman of the investment committees that oversee capital allocation and leads M&A efforts for the company and its subsidiaries. George has taken numerous hands-on roles in most of StoneCastle’s portfolio companies. George holds a BS in Economics from Cornell University.

Dan Farrell is Chief Executive Officer of StoneCastle Cash Management, LLC, a wholly owned subsidiary of StoneCastle Partners, LLC. Mr. Farrell is responsible for the day to day operations and management of SCCM, including defining the strategic focus within its bank, institutional, and financial intermediary business lines. Mr. Farrell is a member of the firm’s Executive Committee and oversees all operations, technology, sales, and marketing functions.

Previously, Mr. Farrell was Managing Partner of Dark Bridge Capital LP, a fund company Mr. Farrell co-founded in 2010 to make equity investments in financial services entities and to acquire distressed mortgage and asset backed securities. Mr. Farrell was an investor in Intermedium Financial, LLC, the assets of which were acquired by an SCCM affiliate in early 2017.

Prior to these roles, Mr. Farrell was Managing Director and Head of Structured Asset Finance at Wachovia Securities where he managed Investment Banking, Trading, and Distribution for the firm. Mr. Farrell’s organization was comprised of Equipment Finance, Royalties, Transportation, Aviation and Structured Commercial Real Estate. Prior to this, Mr. Farrell was President and Chief Underwriting Officer of BluePoint Re. Mr. Farrell successfully worked with Wachovia to form this Bermuda-based financial guaranty company, achieving an initial rating from S&P and Moody’s of AA/Aa3, respectively. Mr. Farrell spent the first 13 years of his career at Financial Security Assurance, where he was responsible for managing the firm’s asset-backed securities division.

Mr. Farrell holds an MBA from Fordham University and a BS degree from Seton Hall University.

Shawn Tay is the Chief Operating Officer and Chief Technology Officer for StoneCastle Cash Management, LLC. Shawn joined SCCM in 2019 and is responsible for the cohesive strategy, design, and execution of the firm's technology and operations, all in service of StoneCastle's bank network business.

Prior to joining SCCM, Shawn was the SVP of IT at Ziff Brothers Investments, leading the technology organization’s support for the investment firm as well as the family office. During his tenure at ZBI, Shawn also led the company’s trading technology, program management, and software development departments.

Shawn holds a B.S. in Computer Science from Columbia University.

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