Chairman
Corporate, Finance & Capital
Markets
BankingReading
610.478.2160
New York
212.774.5930
610.371.8500 fax
jmh@stevenslee.com
Joe is our Chairman
and is largely
responsible for the firm’s vision, mission and growth strategies over
the past 15 years, including our vertical integration strategy. Today,
he is responsible for the overall strategic direction of our
consolidated group of businesses and spends substantially all of his
time as the CEO and as a Senior Managing Director of Griffin Financial
Group, our investment bank.
Joe is a licensed General Securities Principal (FINRA Series 24 and
Series 7).
Joe was an adjunct professor of law at The Dickinson School of Law of
the Pennsylvania State University from 1981 to 1986 where he taught an
advanced course in Securities Regulation.
Education:
Temple University School of Law, LL.M. in Taxation, 1976
The Dickinson School of Law, J.D., 1971
Marshall University and Western Michigan University, A.B., 1967
Bar Admissions:
Pennsylvania
Representative Transactions:
- Advised in connection with over 100 M&A transactions in the
financial institutions and commercial and industrial sectors
- Advised in capital raises totaling more than $100 billion in the
past 10 years
- Advised Sovereign Bank in its $3.6 billion acquisition of
Independence Community Bancorp and the $2.4 billion private placement
with Banco Santander Central Hispano, S.A., and net proceeds from
other capital markets transactions to fund the transaction
- Advised Sovereign Bank in its acquisition of $12 billion of assets
and liabilities from Fleet/Bank Boston and related $2 billion of
public and private financing required to support the acquisition
- Advised The Dickinson School of Law with its affiliation and
merger with The Pennsylvania State University
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