Broker Check

Our Team

At Sterling Portfolio Managers, we are a team of knowledgeable and experienced professionals. While our experiences are diverse, we all share a passion for serving our clients with honesty, integrity, and personal care.


Mark E. Lawrence

President, Wealth Consultant

832.912.4272

mark.lawrence@sterlingportfolios.com

With more than two decades of experience, Mark Lawrence enjoys the opportunity he has to help people understand the financial markets and make a positive impact on their lives.

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Jim Forsyth

Senior Vice President, Wealth Consultant

832.912.4272

jim.forsyth@sterlingportfolios.com

Jim Forsyth enjoys working with his clients toward their financial objectives and goals. He has spent his career creating a practice that is client-centric, placing a high value on client service.

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Jeff Steiner, CFP® CRPC®

Vice President, Wealth Consultant

832.912.4272

jeff.steiner@sterlingportfolios.com

A seasoned financial professional, Jeff Steiner utilizes his experience and his ongoing education efforts, including attaining his CFP® and CRPC®, to help his clients work toward meeting their financial goals.

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Donna Masterson

VP, Operations & Client Services

832.912.4272

donna.masterson@sterlingportfolios.com

Donna Masterson’s background includes roles focusing on client needs, service, and attention to detail. Her focus lies on client service and growth as well as an exciting new initiative called the Alliance Program.

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Cathy Cochefski

Branch Office Administrator

832.912.4272

cathy.cochefski@sterlingportfolios.com

Cathy is the Branch Office Administrator for Sterling Portfolio Managers LLC. While she has been greeting clients with a friendly face and developing relationships since joining in 2013, Cathy has acquired many years of experience.

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