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
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.
Joseph Bassett
Senior Vice President, Wealth Consultant
832-912-4651
joseph.bassett@sterlingportfolios.com
Joseph has spent the last decade focused on making positive impacts in the financial services industry.His gifts for seeing opportunities where others gloss over sets him apart and has helped him build areputation amongst his peers for...
Jim Forsyth
Senior Vice President, Wealth Consultant
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.
Pat Patterson
Senior Vice President, Wealth Consultant
832.912.4651
pat.patterson@sterlingportfolios.com
Pat Patterson has always had a "Clients First" sense of service. Now with more than 20 years of experience in the financial services industry helping individuals and business owners that are striving to accumulate and preserve wealth,...
Jeff Steiner, CFP® CRPC®
Vice President, Wealth Consultant
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.
David Forsyth
Financial Advisor
832-912-4651
david.forsyth@sterlingportfolios.com
Lisa Vannoy
Director of Administration
832.912.4651
lisa.vannoy@sterlingportfolios.com
Lisa Vannoy is a Senior Branch Office Administrator for Pat, and while she is new to our company, Lisa has been in the financial advisory business for over 30 years. The knowledge she has acquired during this time has allowed her to...