Secure trust services for cash and liquid assets
StoneCastle Trust Co. is a New Hampshire non-depository trust company focused on providing efficient and secure trust, custody and administrative services to its clients.
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As a fiduciary, we represent the best interests of our customers. We seek security through intelligent architecture, compliance through robust procedures, and efficiency by removing complexity from our offerings. The result is superior trust services.

Secure custody for cash assets

We focus directly on providing custody services for cash management products. By limiting our operations to our core competencies, we deliver market leading efficiency, scale and security to our clients.

Administration focused on liquidity
Our systems are specifically designed to administer ultra-high volumes of liquid assets. Our team brings decades of experience in high-volume management of overnight and other liquid products.


With our team’s decades of experience in cash management and banking operations, StoneCastle Trust Co. delivers reliable, secure and compliant services to its customers. StoneCastle Trust Co. is a portfolio company of StoneCastle Partners, a company with an 18-year history of success in financial services that is backed by Charlesbank Capital Partners and Canadian Imperial Bank of Commerce.

Who We Are
StoneCastle Trust Co. is a fiduciary, organized as a nondepository trust company and is subject to the capital reserve requirements, cybersecurity requirements, and banking compliance standards set forth by the New Hampshire State Banking Department. As a state-chartered financial institution regulated by the state of New Hampshire, we are committed to serving our customers with the highest level of custody protection afforded under law. We provide our customers with accurate and transparent asset administration services.  We are audited annually by a certified public accounting firm to ensure our systems, policies, procedures, and processes meet the highest industry regulatory and operating standards.

Our History

StoneCastle Trust Co. is a wholly owned subisidary of StoneCastle Partners, LLC, a firm with a 17 year operating history and consolidated assets under management in excess of $25 billion. StoneCastle Partners is backed by  Charlesbank Capital Partners and Canadian Imperial Bank of Commerce.

Currently, StoneCastle Trust Co. is not directly offering any cash management products. For leading cash management products, including the Federally Insured Cash Account, visit our affiliate, StoneCastle Cash Management, LLC at:


Our leadership team is comprised of highly experienced individuals with diverse backgrounds including commercial banking, compliance, fund management, fixed-income and structured finance, bank operations and information technology.

Joshua Siegel
Chief Executive Officer
Over 25 years of experience in asset management, investment banking, and community banking. Prior: Salomon Brothers, Citigroup, Sumitomo, Charterhouse. B.S. in Management and Accounting from Tulane University.
Patrick Farrell
Chief Financial Officer
35 plus years of financial, accounting, and audit management experience. Prior: Emerging Mangers Group, Reserve Management, Drexel Burnham, Alliance Capital, New York Life. B.S. in Accounting from Manhattan College.
Rachel Schatten
Chief Compliance Officer
20 years of experience in compliance and legal matters for regulated financial institutions and private funds. Prior: Schulte, Roth & Zabel. B.A. Binghamton University & JD from Albany Law School of Union University.
Joe Healey
Chief Revenue Officer
15 years experience in asset management, financial technology, and community bank fixed-income investing. B.S. in Finance and Economics from Manhattan College & Masters of Securities Analysis from Creighton University.
Alan Ginsberg
Independent Director
More than 30 years of experience providing advisory services to financial institutions. Currently, Co-Head of Banks and Specialty Finance at Barclays Capital. Prior, UBS, HSBC, Credit Suisse. B.A. Economics from Yale University.


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StoneCastle Trust Co.
124 Bedford Center Road, Bedford, NH 03110
(212) 354-6500