When the partner at Jeff Stello’s accounting firm told him he’d have 40 more tax seasons before he could retire, Stello realized the public accounting profession wasn’t in his long-term plans. After deciding to follow in his father’s footsteps, who was a self-taught civil engineer and started his own company, Stello went out on his own, too. He started a successful business that that provided outsourced CFO, controller and accounting services and then ended up joining one of his clients as a full-time CFO. Stello has worked with and helped sell small entrepreneurial companies and big public companies. Now, Stello is the Founder and Managing Partner of Charlestown Capital Partners, which is a boutique transaction advisory and CFO advisory firm.
On the latest Money Matters TV’s segment Growth Stories, Michael Verrill, Vice President of Strategic Development for The Sharp Financial Group and co-host Katie Wenger of CBRE, recently spoke with Stello about his rich professional journey.