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Stifel Appoints Jonathan Siegmann as Managing Director Covering Aerospace and Defense Sector

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Stifel Financial Corp. (NYSE: SF) has appointed Jonathan Siegmann as Managing Director of Equity Research, focusing on the aerospace and defense sector at their Boston office. Siegmann brings significant expertise from his recent role as Senior Vice President of Corporate Development at Terran Orbital , where he led investor relations and corporate development through the company's sale to Lockheed Martin in 2024.

Prior to this, Siegmann spent nearly 15 years at Fidelity Investments as Portfolio Manager and Equity Research Analyst, managing the Select Defense & Aerospace fund (FSDAX) from 2015 to 2021. He holds a BS from Rensselaer Polytechnic Institute, an MBA from NYU's Stern School of Business, and is a CFA charterholder.

Stifel Financial Corp. (NYSE: SF) ha nominato Jonathan Siegmann come Direttore Generale della Ricerca Azionaria, concentrandosi sul settore aerospaziale e della difesa presso il loro ufficio di Boston. Siegmann porta con sé una significativa esperienza dal suo recente ruolo di Vicepresidente Senior dello Sviluppo Aziendale presso Terran Orbital, dove ha guidato le relazioni con gli investitori e lo sviluppo aziendale attraverso la vendita della compagnia a Lockheed Martin nel 2024.

Prima di questo, Siegmann ha trascorso quasi 15 anni presso Fidelity Investments come Gestore di Portafoglio e Analista di Ricerca Azionaria, gestendo il fondo Select Defense & Aerospace (FSDAX) dal 2015 al 2021. Ha conseguito una laurea triennale presso il Rensselaer Polytechnic Institute, un MBA presso la Stern School of Business della NYU ed è un CFA charterholder.

Stifel Financial Corp. (NYSE: SF) ha nombrado a Jonathan Siegmann como Director General de Investigación de Capital, enfocándose en el sector aeroespacial y de defensa en su oficina de Boston. Siegmann aporta una experiencia significativa de su reciente cargo como Vicepresidente Senior de Desarrollo Corporativo en Terran Orbital, donde lideró las relaciones con los inversores y el desarrollo corporativo a través de la venta de la compañía a Lockheed Martin en 2024.

Antes de esto, Siegmann pasó casi 15 años en Fidelity Investments como Gerente de Cartera y Analista de Investigación de Capital, gestionando el fondo Select Defense & Aerospace (FSDAX) desde 2015 hasta 2021. Tiene una licenciatura del Rensselaer Polytechnic Institute, un MBA de la Stern School of Business de NYU y es un titular de CFA.

Stifel Financial Corp. (NYSE: SF)Jonathan Siegmann을 보스턴 사무소에서 항공우주 및 방산 부문을 담당하는 주식 연구의 전무 이사로 임명했습니다. Siegmann은 Terran Orbital에서 기업 개발의 수석 부사장으로서 최근 역할에서 투자자 관계 및 기업 개발을 이끌며 2024년 Lockheed Martin에 회사가 매각되는 과정을 경험했습니다.

이전에 Siegmann은 Fidelity Investments에서 포트폴리오 관리자 및 주식 연구 분석가로 거의 15년을 보냈으며, 2015년부터 2021년까지 Select Defense & Aerospace 펀드(FSDAX)를 관리했습니다. 그는 Rensselaer Polytechnic Institute에서 학사 학위를, NYU의 Stern School of Business에서 MBA를 취득했으며, CFA 자격증을 보유하고 있습니다.

Stifel Financial Corp. (NYSE: SF) a nommé Jonathan Siegmann au poste de Directeur Général de la Recherche sur les Actions, en se concentrant sur le secteur aérospatial et de la défense dans leur bureau de Boston. Siegmann apporte une expertise significative de son récent rôle en tant que Vice-Président Senior du Développement Corporatif chez Terran Orbital, où il a dirigé les relations avec les investisseurs et le développement corporatif lors de la vente de l'entreprise à Lockheed Martin en 2024.

Avant cela, Siegmann a passé près de 15 ans chez Fidelity Investments en tant que Gestionnaire de Portefeuille et Analyste de Recherche sur les Actions, gérant le fonds Select Defense & Aerospace (FSDAX) de 2015 à 2021. Il détient un diplôme de premier cycle du Rensselaer Polytechnic Institute, un MBA de la Stern School of Business de NYU et est titulaire du CFA.

Stifel Financial Corp. (NYSE: SF) hat Jonathan Siegmann zum Managing Director für Aktienforschung ernannt, der sich auf den Bereich Luft- und Raumfahrt sowie Verteidigung in ihrem Büro in Boston konzentriert. Siegmann bringt umfangreiche Expertise aus seiner letzten Rolle als Senior Vice President für Unternehmensentwicklung bei Terran Orbital mit, wo er die Investorenbeziehungen und die Unternehmensentwicklung während des Verkaufs des Unternehmens an Lockheed Martin im Jahr 2024 leitete.

Vor dieser Position verbrachte Siegmann fast 15 Jahre bei Fidelity Investments als Portfoliomanager und Aktienforschungsanalyst und verwaltete den Select Defense & Aerospace Fonds (FSDAX) von 2015 bis 2021. Er hat einen Bachelor-Abschluss vom Rensselaer Polytechnic Institute, einen MBA von der Stern School of Business der NYU und ist CFA-Charterholder.

Positive
  • Strategic hire brings extensive aerospace & defense industry expertise
  • Addition of experienced portfolio manager with track record managing major fund (FSDAX)
  • Strengthens research coverage in key aerospace and defense sector
Negative
  • None.

Siegmann Brings Extensive Industry & Investment Experience to Stifel

ST. LOUIS, March 10, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today appointed Jonathan Siegmann as Managing Director of Equity Research, covering the aerospace and defense industry. He will be based in the firm’s Boston office.

Most recently, Mr. Siegmann was engaged in the new space industry and served as Senior Vice President of Corporate Development at Terran Orbital Corporation (NYSE: LLAP). At Terran Orbital, he led the firm's investor relations and corporate development activities which concluded with the company's sale to Lockheed Martin in 2024.

Before that, Mr. Siegmann spent nearly 15 years at Fidelity Investments as Portfolio Manager and Equity Research Analyst, covering public and private North American aerospace, defense, and new space companies. At Fidelity, Mr. Siegmann managed the Select Defense & Aerospace fund (FSDAX) from 2015 to 2021.

“Jonathan brings decades of combined industry and investment experience, along with a network of contacts across the C-suite and Wall Street, giving him unique perspective into this strategically important sector,” said Thomas Roderick, Co-Head of US Equity Research at Stifel. “This appointment underscores our commitment to attract top industry talent, and we are pleased to welcome Jonathan to the team.”

Mr. Siegmann added, “Stifel is recognized as a leader in equity research, with a history of providing clients with a proprietary and differentiated product. It’s my pleasure to join such a collaborative team covering the dynamic aerospace and defense industry at such an interesting time."

Mr. Siegmann received a BS from Rensselaer Polytechnic Institute and an MBA from New York University’s Stern School of Business and is a Chartered Financial Analyst® holder from the CFA Institute.

Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners and Miller Buckfire business divisions; Keefe, Bruyette & Woods, Inc.; and Stifel Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit https://www.stifel.com/investor-relations/press-releases.

Media Contacts:
Neil Shapiro, +1 (212) 271-3447
shapiron@stifel.com

Alex Hamer, +1 (212) 847-6673
hameral@stifel.com

Investor Relations Contact:
Joel Jeffrey, +1 (212) 271-3610
investorrelations@stifel.com


FAQ

What experience does Jonathan Siegmann bring to his new role at Stifel (SF)?

Siegmann brings nearly 15 years of experience at Fidelity Investments, managed FSDAX fund (2015-2021), and served as SVP of Corporate Development at Terran Orbital.

When will Jonathan Siegmann start his role as Managing Director at Stifel (SF)?

Jonathan Siegmann was appointed as Managing Director of Equity Research at Stifel on March 10, 2025.

What will be Jonathan Siegmann's responsibilities at Stifel (SF)?

Siegmann will serve as Managing Director of Equity Research, covering the aerospace and defense industry from Stifel's Boston office.

What was Jonathan Siegmann's role in Terran Orbital's sale to Lockheed Martin before joining Stifel (SF)?

As SVP of Corporate Development at Terran Orbital, he led investor relations and corporate development activities culminating in the company's sale to Lockheed Martin in 2024.
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