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 in the legal field. She attended Connecticut’s Manchester Community College for Business and also completed AdminU, a program offered by LPL Financial. As the primary contact for clients of Sterling Portfolio Managers, Cathy is responsible for maintaining office records along with other administrative business functions. A typical day for Cathy includes interaction with clients, responding to inquiries, processing service requests, and handling correspondence–checks, documents, statements–ensuring that the office runs smoothly.
Originally from the New England area, Cathy, her husband, and their three daughters now enjoy making their home in Texas. She enjoys traveling with her husband and supporting her daughters in all of their athletic endeavors. Cathy’s hobbies include scuba diving, snorkeling, and reading. She is a strong supporter of the Girls Scouts program and hopes to become involved in the Houston area program.