Clark & Stuart Inc

Michael Stuart is a CFA® charterholder and holds a Series 65 license with 31 years of industry experience. He has been with Clark & Stuart, Inc. since 1994. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, their families, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy focused on concentrated portfolios of high-quality common stocks, low turnover, and long-term holdings, with tailored portfolio construction based on client-specific factors.

Katherine Dick is a financial advisor at Clark & Stuart Inc with a Series 65 designation and one year of industry experience. Her prior work includes roles at MBA Builders, self-employment with KLD Management, and several years in educational organizations such as Jumpstart for Young Children and Nativity Preparatory School of Boston. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy with concentrated portfolios and tailored investment approaches based on client-specific factors.

Charles Clark is a CFP® with 46 years of industry experience, currently serving at Clark & Stuart Inc in Portland, ME, where he has worked since 1994. He holds Series 63 and Series 66 licenses. Clark & Stuart provides discretionary investment management primarily to high-net-worth individuals, their families, small businesses, and not-for-profit institutions. The firm employs a conservative-growth, fundamentally driven strategy focused on concentrated portfolios of high-quality common stocks, tailored to clients’ tax status, risk tolerance, and liquidity needs.