Stephen Rotella is the CEO and President of Stone Castle Cash Management, a financial company that was founded in 2003. This company offers RIAs, trusts, and more. Headquartered in New York city, has become one of the largest brokerages in the country. Stone Castle has $12 billion in assets and employee owned at Charlesbank Capital Partners and Canadian Imperial Bank of Commerce.Stephen Rotella earned his Bachelor’s degree in Economics from State University of New York located at Stony Brook in 1975. He received his MBA in Finance at State University of New York, located in Albany, in 1978.After graduation, Rotella worked at Accenture as their senior consultant for two years before accepting the Vice Presidency position at The Reserve Group for four years.
Mr. Rotella has more than 30 years of experience in financial experience. He was employed as the CEO of Chase Manhattan for 18 years prior to working at Stone Castle Cash.Stephen Rotella is on the Board of Directors at Lift and Stony Brook School of Business. The CEO had previously served on several boards, including Ballet Met and Youth Care.Stephen Rotella considers himself a morning person who likes to get up around 5:45 each day. He eats a hearty breakfast and then takes his dog for walk in Central Park for exercise. Rotella makes sure he has an updated to-do list every day. He only focuses on the three most important initiatives. He’s excited over robotics, especially AI, and believes they will make a tremendous impact in the world.
As a successful business man, Rotella says it is best to keep things simple. To be successful, a person needs to focus on the viability of the product you are trying to sell. It is important to be a good listener in order to know exactly what the client wants and how to serve him well. Mr. Rotella doesn’t like to look backwards on the mistakes he had made personally or in business, he always likes to look ahead and be a better person in the future than he was in the past.