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Suzanne Shank is the co-founder and Chief Executive Officer of Siebert Williams Shank. The firm’s 30-year anniversary counts from October 1996, when its predecessor, Siebert Brandford Shank, was founded. The Siebert Williams Shank name itself is much newer: it dates to a November 2019 merger, so the anniversary belongs to the firm’s lineage rather than to the current name.
Who leads the firm
Shank is identified on the firm’s Leadership Team page as co-founder and CEO. Her firm biography, Suzanne Shank Bio, says she previously led the predecessor Siebert Cisneros Shank as Chairperson and CEO. It also lists board roles at Rocket Companies, CMS Energy and White Mountains Insurance Group, a civil engineering bachelor’s degree from Georgia Tech and an MBA in Finance from Wharton. Those outside board affiliations are as the firm’s biography states them; they are not independently confirmed here.
Why the anniversary is 30 years, and why the name is not
Two dates need to be kept apart, because the firm’s name has changed over time.
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- October 1996, the founding of the predecessor. The firm’s 25th-anniversary release of February 1, 2022 places the founding in October 1996. The original firm was Siebert Brandford Shank, founded by Muriel Siebert, Napoleon Brandford III and Suzanne Shank.
- 2016, a rename. After Henry Cisneros joined the ownership group, the firm became Siebert Cisneros Shank.
- November 2019, the current name. Siebert Cisneros Shank merged with The Williams Capital Group to form Siebert Williams Shank.
Because the firm counts its service from 1996, its 2021 release marked 25 years and its 2026 announcement marks 30. The current name has existed for roughly seven years.
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Firm timeline
| Date | Event | Source and qualification |
|---|---|---|
| October 1996 | Siebert Brandford Shank founded by Muriel Siebert, Napoleon Brandford III and Suzanne Shank | Firm’s 2022 release, which gives the month |
| 2016 | Firm renamed Siebert Cisneros Shank after Henry Cisneros joined the ownership group | Firm’s company history page, About Us | Our Firm |
| November 2019 | Siebert Cisneros Shank and The Williams Capital Group merge to form Siebert Williams Shank | Firm’s company history page |
| 2020 | Affiliate Clear Vision Impact Fund launches | Firm’s company history, noted as background only and not an endorsement |
| February 2022 | 25th-anniversary release | Firm release, Siebert Williams Shank Marks 25 Years of Service & Success |
| August 19, 2025 | Gary Hall and Sobani Warner named Co-Presidents; Shank continues as CEO | Firm release, Siebert Williams Shank Names New Co-Presidents in Leadership Expansion |
| 2026 | Firm marks its 30th anniversary | Firm’s anniversary post on its blog; the post’s exact date was not visible, so treat 2026 as the year the firm itself frames the milestone |
The 2025 leadership change
The August 2025 release named Gary Hall and Sobani Warner Co-Presidents. The same announcement listed Keith Richard as Head of Public Finance and Ahmad Ismail as Co-Head of Corporate Finance, alongside David Finkelstein. The firm said the structure would let Shank focus more on client relationships. The Senior Management page lists Hall and Warner in the co-president roles.
For readers comparing eras, the practical change is a split of day-to-day operating leadership while Shank keeps the CEO title. Her role as the firm’s top executive is unchanged in the firm’s own statements.
Scale, as the firm reports it
The firm’s 2026 anniversary post reports almost $6.7 trillion in financings for municipal and corporate issuers nationwide and business with more than 500 corporate clients. These are firm-reported figures. They have not been independently audited, and the post does not state the period they cover.
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1Repair Windows errors before they cause bigger problems2Fix the driver behind crashes, sound loss and screen glitches3Clear out junk files and repair common Windows errorsAn older, undated description on the firm’s About Us page cites more than 135 professionals and more than 27 offices. Because that page carries no date, treat those numbers as what the page stated at the time it was written, not as verified current headcount or footprint.
Rank #3
No independent industry ranking or market-share figure was located for the firm. Where the firm describes itself as a top-ranked minority- and women-owned firm, that is its own claim, reported in its 2022 release.
What Shank said in 2022
In the firm’s 2022 25th-anniversary release, Shank, identified there as President and CEO, said:
Rank #4
- Author: Bungay Stanier, Michael.
- Publisher: Page Two
- Pages: 244
- Publication Date: 2016-02-29
- Edition: 1
“The firm was founded on the principle that there should be a high performing investment banking firm wholly owned by women and minorities. We have grown dramatically over the years, both organically and through mergers and acquisitions, such that we are the top ranked MWBE firm for municipals, corporate investment grades and equities.”
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Outbyte Driver Updater FREEFix the driver behind crashes, sound loss and screen glitchesFind Drivers →Outbyte PC Repair FREERepair Windows errors before they cause bigger problemsFix Now →This is a company-published statement from 2022. It is the most recent first-person statement from Shank found on the firm’s pages, so it should be quoted with its date.
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What the firm does today
Siebert Williams Shank describes itself as an independent, non-bank financial-services company. It serves corporations, governments, municipalities and institutional investors with investment banking, sales and trading, research and advisory services. The About Us | Our Firm page is the firm’s own description of its history and services.
The firm’s affiliate Clear Vision Impact Fund appears in its company history. That mention describes the fund’s 2020 launch only and should not be read as a recommendation of the fund.
What is and is not established
- The October 1996 founding and the founders’ names come from the firm’s 2022 release, not from an independent source.
- The November 2019 merger and the 2016 rename come from the firm’s own history page.
- The 2026 scale figures are firm-reported and undated in the form available here.
- Shank’s board roles and education come from her firm biography and were not independently checked.
Readers who need audited financials, regulatory records or third-party rankings should look to filings and independent industry sources, which were not part of this review.
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