Business Management

Stephen Rotella: 40 Years Experience In Financial Services

Financial services professional Stephen J. Rotella is the Chief Executive Officer of StoneCastle Cash Management, LLC. Rotella has been involved in the financial services industry for almost 40 years. During that time he has worked in retail banking, the mortgage industry and business administration. Rotella also has experience working with mutual funds, systems consulting and retail brokerage. He has been able to draw on his four decades of experience in the field to lead his company to success.

Stephen Rotella is a graduate of Stony Brook College which is a part of the State University of New York. He earned a Bachelor’s degree in Economics there in 1975. Rotella also has an MBA in Information Systems and Finance that he earned in 1978 when he graduated from State University of New York, Albany. An excellent student with a knack for numbers, Rotella was quickly able to find a job in his field, impress his bosses and earn one promotion after another. He has also had the opportunity to work with some of the world’s most respected financial services firms.

Early in his career Rotella showed a real talent for financial services. He was hired as a senior consultant at Accenture in 1978. Two years later he left to become The Reserve Group’s vice president of product development. In 1984 Rotella accepted a position at Shearson Lehman Inc. and remained with the company until 1987. Later that year Stephen Rotella was hired by J.P. Morgan. He remained with the company 18 years and served in a variety of roles. Eventually he became CEO of their Chase Home Finance division.

Rotella’s next career move was to become president and COO of the Seattle, Washington area savings bank holding company Washington Mutual, Inc. or WaMu for three years. Since 2011 he has been CEO of StoneCastle Cash Management. In 2014 he was named president of its parent company StoneCastle Partners, LLC. During his four decades in the financial services industry Rotella has developed expertise in a wide range of areas. The include banking, mortgage lending, risk management, strategic planning, portfolio management, business strategy, mergers & acquisitions and marketing and investment strategy.

Rotella has also served on the boards of many industry organization. He was the Consumer Mortgage Coalition president, arts company BalletMet’s chairman and director, chair of the Chase Housing Advisory Council and board member of the Mortgage Bankers Association. Rotella was also a Vericrest Financial Inc. advisory board member. He was on the board of ArtsFund, Papermill, YouthCare Seattle, the Seattle Foundation and LIFT, Inc. Rotello is a member of The National Association of Corporate Directors. People that know Stephen Rotella rave about his unparalleled intelligence, integrity, intensity, commitment and teamwork.

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