StoneCastle and its subsidiaries provide access to fixed income investments that are informed by the insights, innovations and process driven strategies developed and managed by our deep bench of investment professionals.
About StoneCastle Partners
Founded in 2003, StoneCastle Partners is one of America’s largest asset management firms dedicated to the U.S. banking sector and a recognized cash management leader for institutional investors. With over $12 billion in assets, StoneCastle and its subsidiaries offer solutions that address the needs of community banks as well as the investment community.
StoneCastle is headquartered in New York, NY.
StoneCastle is employee owned and managed with backing from two world-class financial partners with deep experience in asset management and financial services.
Charlesbank Capital Partners
An established private equity firm with a consistent track record, disciplined investment strategy and long-standing commitment to the middle market
Canadian Imperial Bank of Commerce (CIBC)
Ranked strongest of the major banks (publicly traded) in Canada and North America by Bloomberg Markets magazine, CIBC is a leading investment bank focused on research, innovation and deep collaboration.
Joshua Siegel founded StoneCastle Partners, LLC in 2003 and serves as Managing Partner and the Chief Executive Officer. Joshua has direct responsibility for overall management and strategy of the company. He also serves as the Chairman and CEO of StoneCastle Financial Corp. and is widely regarded as a leading expert and investor in the banking industry. His innovations have brought nearly $40 billion of capital and $9 billion of deposits to over 1,600 community and regional banks.
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. Before joining Salomon Brothers/Citigroup, Joshua worked at Sumitomo Bank and served as a member of its New York Credit Committee. Prior to Sumitomo, Joshua worked for Charterhouse, carrying out merchant banking and private equity transactions. He has also served as an Adjunct Professor at the Columbia Business School. Joshua received his BS in Management and Accounting from Tulane University. Joshua is a member of the Young Presidents Organization and MENSA.
George Shilowitz serves as a Partner of StoneCastle Partners, LLC and has direct responsibility for overall management and strategy of all aspects of the company and is the chairman of the investment committees. He also serves as the Director and President of StoneCastle Financial Corp.
George has two decades of fixed income and principal investment experience. Prior to joining StoneCastle, he was a senior executive and participated in the highly successful turnaround of Shinsei Bank sponsored by J.C. Flowers & Co. and Ripplewood Partners. George managed various business units including Merchant Banking and Principal Finance and was the president of its wholly-owned subsidiary, Shinsei Capital (USA) Limited. Before that, George was a senior member of the Principal Transactions Group at Lehman Brothers, where he focused on proprietary investments and debt portfolio acquisitions from distressed financial institutions in Asia. Prior to Lehman Brothers, he was a member of Salomon Brothers’ Asset Finance Group. George began his career at First Boston Corporation (now Credit Suisse) as a member of the fixed income mortgage arbitrage group and also held positions in the financial engineering group and asset finance investment banking. George holds a BS in Economics from Cornell University.
As the Director of the Credit Management team for StoneCastle Financial Corp., Ricardo Viloria is a member of the investment committee that is responsible for the day-to-day management of SCFC’s portfolio.
Before joining StoneCastle in 2006, Ricardo was a ratings analyst at Moody’s Investors Service where he specialized in financial institution-related transactions and rated a broad range of transactions secured by various assets classes that included leveraged loans, bonds and asset-backed securities. Prior to Moody’s, Ricardo was at Fox-Pitt, Kelton, a subsidiary of Swiss Reinsurance at the time, in the corporate finance group where he focused on capital raising and mergers and acquisitions for community banks, insurance and finance companies.
Ricardo graduated with a B.S. in Operations Research from Columbia University and an MBA from New York University.