Stephen Rotella is the president of the New York based financial services company StoneCastle Partners, LLC and CEO of StoneCastle Cash Management. The financial services professional has spent about 40 years in the industry, almost half of those with J.P. Morgan-Chase. He came to J.P. Morgan in 1987 after spending 3 years as vice president at Shearson Lehman. He had begun his career as a senior consultant for Accenture from 1978 until 1980 and then moved to The Reserve Group and was their vice president of product development for the next 6 years.
At J.P. Morgan Rotella held a wide range of positions in Chase’s mortgage business between 1987 and 1991. They included senior vice president of finance, marketing and product development. Then from 1991 until 1998 he was Chase Manhattan Mortgage Company as one of the executive vice president of servicing. Next he served as Chase Home Finance’s Chief Operating Officer for 3 years. In 2001 he was promoted to Chase Home Finance’s CEO and JP Morgan Chase’s executive vice president. In July 2003 Rotella became JPMorgan Chase & Co.’s Chase Home Finance CEO. He also ran the Community Development Group of JP Morgan Chase.
In January 2005 Stephen Rotella Washington Mutual Incorporated Holdings Corporation’s president and Chief Operating Officer. He held the position until 2008. In 2011 Rotella became CEO of StoneCastle Cash Management. The high quality of his work and the success the company enjoyed led him to being promoted to president of StoneCastle Partners, LLC, the parent company of StoneCastle Cash Management. in 2014. During his many years in the financial services industry Rotella has been praised for his intensity, integrity, intelligence, teamwork and commitment.
Rotella graduated from Stony Brook University with a BA in economics in 1975. He then earned his MBA in Information Technology/Finance in 1978 from the University at Albany, SUNY. He also has a wide range of skills including strategic planning, financial services, business strategy, mortgage lending, program management, portfolio management, marketing strategy, mergers & acquisitions, banking, investments and cash management. He’s also fluent in English and Italian and has been on the board of numerous organizations. He also cares about arts and culture, economic empowerment, social action and civil rights.
Some of the organizations with which Rotella volunteers his time include LIFT, Inc., the Seattle Foundation, YouthCare Seattle, ArtsFund, BalletMet and The Papermill. A member of the National Association of Corporate Directors, was also Consumer Mortgage Coalition president, chairman of the Chase Housing Advisory Council, is a Mortgage Bankers Association board member as well as the Caliber Home Loans, Inc. advisory board member. Even after almost 40 years in the financial services industry Stephen Rotella still loves going to work.