We are united by a broad and passionate mission: to ensure a strong and healthy community banking sector. Each member of our Executive Team — as well as each of our other professionals — brings deep banking knowledge and experience to this endeavor, with backgrounds as former treasury professionals, rating agency and equity analysts, operating executives and private equity investors. Together, these experiences have helped us cultivate an expansive network of banking and government relationships —and to become a leading community banking resource for investors, regulators and the banking community.
Managing Partner and CEO, StoneCastle Partners, LLC
"Community Banks are the foundation for a stable and strong economy."
Joshua ("Josh") Siegel founded StoneCastle Partners, LLC in 2003 and serves as Managing Partner and is the Chief Executive Officer. Mr. Siegel has direct responsibility for overall management and strategy of all aspects of the company. Mr. Siegel also serves as the Chairman and CEO of StoneCastle Financial Corp.
Josh is widely regarded as a leading expert and investor in the community banking industry and is often quoted in financial media, including The Wall Street Journal, The New York Times, American Banker, and CNNMoney. In addition, he speaks frequently at industry events, including those hosted by the American Bankers Association, Conference of State Bank Supervisors, FDIC, Federal Reserve Bank and SNL Financial.
A creative instructor with a passion for teaching, Josh has regularly been invited to educate government regulators about the specialized community banking sector. He also served as Adjunct Professor at the Columbia Business School in New York City. His research and financial innovations have brought nearly $40 billion of capital to over 1,600 banks across America over the past 12 years.
Prior to co-founding StoneCastle, Josh was a co-founder and Vice President of the Global Portfolio Solutions Group at Salomon Brothers/Citigroup Global Markets, a group organized to finance portfolios of financial assets for corporations and to invest in the sector as a principal. He later assumed responsibility for developing new products, including pooled investment strategies for the community banking sector. Josh originally joined Salomon Brothers/Citigroup in 1996 in the tax and lease division, providing structured financing to government-sponsored enterprises and Fortune 500 corporations.
Prior to his tenure at Salomon Brothers/Citigroup, Joshua worked at Sumitomo Bank where he served as a corporate lending officer, as a banker structuring equipment lease and credit derivative transactions, and as a member of the New York Credit Committee and at Charterhouse, carrying out merchant banking and private equity transactions.
Mr. Siegel received his BS in Management and Accounting from Tulane University.
Josh has provided strategic advice to the Global Food Banking Network - because no one should go hungry. He also provides annual economic support to Prep for Prep to make sure academic brilliance is recognized and nurtured without regard to a student's economic, demographic or sociological impediments.
Managing Partner and Co-CEO, StoneCastle Partners, LLC
Mr. Shilowitz serves as Managing Partner and Co-CEO of StoneCastle Partners, LLC and has direct responsibility for overall management and strategy of all aspects of the company and is the chairman of the investment committees. He also serves as the President of StoneCastle Financial Corp.
George brings two decades of fixed income and principal investment experience. Prior to joining StoneCastle, George was a senior executive and participated in the highly successful turnaround of Shinsei Bank sponsored by J.C. Flowers & Co. and Ripplewood Partners. George managed various business units including Merchant Banking and Principal Finance and was the president of its wholly-owned subsidiary, Shinsei Capital (USA) Limited. Prior to Shinsei, George was a senior member of the Principal Transactions Group at Lehman Brothers, focusing on proprietary investments and debt portfolio acquisitions from distressed financial institutions in Asia. Prior to Lehman Brothers, he was a member of Salomon Brothers' asset finance group. George began his career at First Boston Corporation (now Credit Suisse) as a member of the fixed income mortgage arbitrage group and also held positions in the financial engineering group and asset finance investment banking. He holds a BS in Economics from Cornell University.
Stephen J. Rotella
President, StoneCastle Partners, LLC
Chief Executive Officer, StoneCastle Cash Management, LLC
"Focus and execution on what's important to our customers and community banks is what unites and drives our team."
As President of StoneCastle Partners, LLC, Steve Rotella has direct responsibility for the day to day management of the company, as well as setting strategy and direction, with the partners of the firm. During his tenure at StoneCastle, Steve has been instrumental in building the company's cash management products and services. Under his leadership, StoneCastle Cash Management, LLC., a wholly owned subsidiary, has become an industry leader in cash management solutions for institutions and funding alternatives for community and regional banks.
Steve brings over 30 years of strategic and operating leadership in banking and financial services to StoneCastle, with deep experience in retail and internet banking, marketing, organizational development, product innovation and large scale operations management. He spent eighteen years at JP Morgan Chase where he was CEO of Chase Home Finance, the 4th largest home lender in the country and a member of the Executive Committee.
Steve has been active in community organizations throughout his career with a keen interest in serving the underprivileged, boosting home ownership and the arts. Steve is the Chair of the Board of Lift Communities,a national organization that is working to break the cycle of poverty for parents with young children and a member of the Advisory Board of SUNY Stony Brook School of Business. He was previously on the Boards of The Seattle Foundation, ArtsFund, Youthcare and Ballet Met. Steve lives in New York City and holds a BA in Economics and an MBA in Information Systems/Finance from the State University of New York.
Patrick J. Farrell
Chief Financial Officer, StoneCastle Partners, LLC
As Chief Financial Officer at StoneCastle Partners LLC, Mr. Farrell is responsible for all financial and accounting activities at StoneCastle. He joins StoneCastle with over thirty years of hands-on management experience in finance and accounting, specifically focused on domestic and offshore mutual funds, bank deposit account programs, investment advisory and broker dealer businesses.
Previously, Mr. Farrell was CFO/COO of the Emerging Managers Group, LP, a specialty asset management firm focused on offshore mutual funds. Prior to that, Pat was CFO at Reserve Management, where he oversaw all financial activities for the company. Earlier in his career, Pat held financial positions at Lexington Management, Drexel Burnham, Alliance Capital and New York Life Investment Management, all focused on investment advisory activities. He began his career at Peat Marwick Mitchell & Co. Pat holds a BS in Business Administration-Accounting from Manhattan College.
Mr. Farrell is a Certified Public Accountant in New York State and a member of the American Institute of Certified Public Accountants.
Eric S. Lansky
President, StoneCastle Cash Management, LLC
As President of StoneCastle Cash Management, LLC (SCCM), Eric has direct responsibility for all aspects of the company's cash management products and services. Eric brings over 20 years of cash management experience to StoneCastle, with deep experience in sales, marketing, and new product development.
Prior to joining SCCM, Mr. Lansky was President and CEO of Mutuals Advisors and USA Mutuals Partners. During his tenure at USA Mutuals, he introduced an FDIC insured deposit program for Registered Investment Advisors, high net worth individuals and institutions which was recognized as a leading cash management vehicle for institutional clients.
Prior to joining USA Mutuals in 2008, Mr. Lansky was managing director of The Reserve Management Corp, where he oversaw all aspects of sales and marketing within the company, including brokerage, bank and institutional sales initiatives. Prior to joining The Reserve in 1999, Mr. Lansky served as Director of Marketing at Nomura Corporate Research and Asset Management. While at Nomura, he was responsible for the marketing of financial products to institutional markets and through brokerage channels.
Mr. Lansky is often quoted in the media and speaks at industry conferences.
Mr. Lansky graduated from Tulane University in 1991 with a Bachelor's degree and earned his Masters in Business Administration from Florida Atlantic University.
General Counsel and Chief Compliance Officer StoneCastle Partners, LLC
As the General Counsel and CCO, Rachel is responsible for all legal and compliance matters concerning the firm and the vehicles it manages. Rachel brings over 12 years of investment adviser experience to StoneCastle Partners. Most recently, she was the U.S. General Counsel and Chief Compliance Officer of an international fund of funds, and the General Securities Principal of its affiliated broker-dealer.
Prior to that, Rachel was an Associate in the investment management group of Schulte Roth & Zabel LLP, where she counseled investment advisers with respect to the development and structuring of new hedge funds, including domestic and offshore entities, master feeder funds, and funds of funds. She currently holds Series 7, 63 and 24 licenses.
Rachel received her BA from Binghamton University in Political Science, and her J.D. cum laude, from Albany Law School of Union University where she was an associate editor of the Albany Law Review and a member of the Justinian Society.
Ms. Schatten has been involved in many community initiatives, including raising money and awareness for homeless animals in the NYC area.