Staten Advisors, LLC

Registered Investment Advisor

Catherine M. Paulo Managing Member


Catherine M. Paulo

Catherine M. Paulo, Esq. is the managing member of Staten Advisors, LLC. Ms Paulo organized the company in response to a perceived need for a fee for service provider of investment management and financial planning services to the investor community ignored by the larger investment services providers. These are investors with assets of one million dollars or less to invest who are often sold product but rarely offered objective advice.

Ms. Paulo brings sixteen years as chief trust and investment officer with Gateway State Bank and SI Bank & Trust to this endeavor. Prior experience as an attorney practicing in the trust, estates, and tax practices of two Manhattan law firms rounds out the

Photograph of Catherine M. Paulo

skills that allow her to offer significant assistance with financial planning.

Ms Paulo graduated from the law school of Rutgers University Newark. She holds an M.A from the University of Chicago and is an honors graduate of Vassar College. She has been a member of the New York State Bar since 1979. Ms. Paulo has been a member of the Surrogate’s Court Committee of the Association of the Bar of the City of New York. She serves on the Surrogate’s Court Committee of the Richmond County Bar Association and has lectured on estate planning issues for various professional and community groups.

A native and current resident of Staten Island, Ms. Paulo has been a board member of the Staten Island Child Care Association, St. Vincent’s Hospital, and has chaired fund raising events for the Center for Migration Studies of New York. Currently, she serves on the finance and investment committees for St Vincent Catholic Medical Centers of New York and is a board member of the Community Resources Capital Foundation.

Adele Bache

Adele Bache is the senior administrator of Staten Advisors, LLC.

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