A Look At The Career Of Financial Expert Stephen Rotella

Stephen Rotella grew up with an interest in the world of finance. In order to attain his dreams, he attended Stony Brook University where he graduated with a Bachelor’s Degree in Economics in 1975. Rotella continued his education and earned an M.B.A., specializing in Information Technology and Finance, at the University of Albany, SUNY in 1978. After graduating he started his career in the world of finance and banking and hasn’t looked back.

In 1978 Stephen Rotella started his professional career at Accenture where he served as a Senior Consultant. After a few years, he saw an opportunity to really advance his career and earned a position at The Reserve Group as a Vice President of Product Development. It was in this position that he fully developed his skills at asset management and analyzing funds. Between the years of 1984 to 2011, Rotella continued his climb up the corporate ladder, working in executive level positions for Shearson Lehman Inc., J.P. Morgan, and Washington Mutual.In January 2011 Rotella joined his current company, StoneCastle Partners, LLC. He has been the Chief Executive Officer of StoneCastle Cash Management since joining the company and was additionally named President of the parent company in 2014. This New York City area firm bridges the gap between the $2 trillion community banking industry and institutional investors. Under Stephen Rotella’s leadership, it was become one of the United States biggest asset management firms in its industry and currently has over $11 billion in assets under management.

StoneCastle Partners, LLC, has a number of subsidiaries operating under its umbrella including StoneCastle Cash Management, StoneCastle Securities, and StoneCastle Asset Management. The company offers liquidity and funding that is needed by both of the industries that it serves.In addition to his work, Rotella is also involved with a large variety of nonprofits as his way of giving back to the community. He serves as Chairman of the Board for BalletMet and Lift, Inc. He is also a board member for other nonprofits including The Papermill, Artsfund, YouthCare Seattle, and the Seattle Foundation.


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