Strategic Partners

StoneCastle was founded in 2003 to connect investors with the $2 trillion community banking industry. Together with our affiliates, we currently oversee over $12 billion in assets under management and advisement. Our industry experience and proprietary processing and analytical systems have made us one of the leading providers of tech-enabled investment and cash management strategies. We strive to provide:

  • Community banks with new capital and funding sources, access to liquidity and expanded FDIC-insurance for large deposit customers.
  • Treasury professionals with innovative cash management solutions, including the Federally Insured Cash Account (FICA®), Institutional Cash Account (ICA) and Bulk Insured Deposit Services (BIDS).
  • Fixed income investors with sector-focused fixed income strategies for institutional investors.
  • Financial intermediaries with InterLINK™ Insured Deposits, a daily cash sweep solution for brokerages and clearing firms and FICA® | For Advisors, a direct cash investment vehicle for RIAs.

Strategic Partners
StoneCastle is employee owned and managed with backing from two world-class financial partners with deep experience in asset management and financial services.

Charlesbank Capital Partners
An established private equity firm with a consistent track record, disciplined investment strategy and long-standing commitment to the middle market

Canadian Imperial Bank of Commerce (CIBC)
Ranked strongest of the major banks (publicly traded) in Canada and North America by Bloomberg Markets magazine, CIBC is a leading investment bank focused on research, innovation and deep collaboration.

 

 

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Team

Board of Directors
  • Joshua S. Siegel
    Joshua S. Siegel
    Managing Partner, Chairman & Chief Executive Officer, StoneCastle Partners, LLC
  • George Shilowitz
    George Shilowitz
    Partner, Board Member & Co-Chief Executive Officer, StoneCastle Partners, LLC
  • Stephen J. Rotella
    Stephen J. Rotella
    President & Board Member, StoneCastle Partners, LLC | Vice Chairman, StoneCastle Cash Management, LLC
  • Brett Dunk
    Brett Dunk
    Vice President, Corporate Development, Canadian Imperial Bank of Commerce (CIBC)
  • Michael R. Eisenson
    Michael R. Eisenson
    Managing Director & Chief Executive Officer, Charlesbank Capital Partners
  • David L. Katz
    David L. Katz
    Senior Vice President, Charlesbank Capital Partners
  • Ezana Bocresion
    Ezana Bocresion
    Managing Partner, Aeneas Holdings, LLC
Key Executives
  • Daniel C. Farrell
    Daniel C. Farrell
    Chief Executive Officer, StoneCastle Cash Management, LLC
  • Eric S. Lansky
    Eric S. Lansky
    President, StoneCastle Cash Management, LLC
  • Jimmy R. Noriega
    Jimmy R. Noriega
    Chief Operating Officer, StoneCastle Cash Management | Chief Technology Officer, StoneCastle Partners, LLC
  • Patrick J. Farrell
    Patrick J. Farrell
    Chief Financial Officer, StoneCastle Partners, LLC
  • Rachel Schatten
    Rachel Schatten
    General Counsel & Chief Compliance Officer, StoneCastle Partners, LLC
  • David Fuccillo
    David Fuccillo
    Managing Director, StoneCastle Cash Management, LLC
  • Frank V. Bonanno
    Frank V. Bonanno
    Managing Director & Head of Marketing, StoneCastle Cash Management, LLC
  • Brandon Semilof
    Brandon Semilof
    Managing Director, StoneCastle Cash Management, LLC
  • Joe Healey
    Joe Healey
    President, StoneCastle Digital Solutions

Careers and Culture

At StoneCastle, we believe that the foundation of our success begins with the integrity, teamwork and focus of our employees.

Four interconnected principles define our employees and shape who we are as a firm:

Passionate
Our employees are enthusiastic and dedicated to helping community banks grow in order to meet our client’s needs.

Entrepreneurial
Our attitude drives our approach. We reject “that’s the way it has always been done” by aiming higher and challenging ourselves to continually innovate and find better solutions.

Collaborative
We cultivate teamwork that invigorates creative and analytical thinking and pays off in the way we solve problems for our clients.

Intellectual Tenacity
We attract and retain bright, motivated individuals who work diligently, efficiently and with integrity.

Work With Us

We aim to attract, empower, and motivate our employees to
create an inclusive and productive environment.

We invite qualified candidates to submit up-to-date resumes for consideration as new opportunities occur. If you’re interested in becoming part of the growing StoneCastle team, please submit your resume to careers@stonecastle.com.

  • There are currently no positions available at StoneCastle.