Stephen Rotella, Finance Expert, Philanthropist, and Artist

Stephen Rotella is the President of StoneCastle partners, LLC, a New York Financial Service, and Cash Management company.

 

Recently StoneCastle announced the purchase of Intermedium Financial, an insured deposit sweep business which will include their Fin Tech platform and all related assets of InterLINKTM. The acquisition of this company will not only complement their technology-driven company but will allow them to grow and will greatly expand the options for their distribution.

 

StoneCastle serves the insured investment needs of its institutional clients plus they have one of the largest networks of banks in the country. This acquisition coincides with SEC and DOL pending regulatory reforms making it possible for StoneCastle to apply their financial solutions to registered investment advisors, brokerage firms and any other financial entity that is dealing with some extraordinary historic opportunities and challenges while providing growing assets and profit along with client value.

 

Stephen Rotella has also been, in his career, the President and Chief Operating Officer for WaMu in Seattle, J.P. Morgan as CEO for Chase Home Finance, from 1987-2005, Shearson Lehman Inc. in the Greater New York area as Vice President. He also boasts other skills such as Lending Strategic Planning, Marketing Strategy, Cash Management,and Credit Business Strategy, just to name a few

 

He attended the University at Albany, SUNY and got his M.B.A in Business Administration, Information Technology, and Finance from 1976-1978. Stony Brook University for a Bachelors Degree in Economics from 1971-1975.

 

Stephen Rotella is an active philanthropist and has been elected as the New Chairman to the Lift National Board of Directors. He has been instrumental in proving council to parents of young children to address the poverty cycle in the United States. His involvement in the community focuses on helping the underprivileged. He is also a superb artist in his own right with oil on canvas paintings.

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