.02

Who We Are

C.S. Clark

Charles Stone ‘Rocky’ Clark was born October 1, 1954 in Fort Fairfield, Maine. Mr. Clark grew up in Berkshire County, Massachusetts and earned a B.S. in Economics-Finance from Bentley College in 1978.

Mr. Clark began his investment career in 1978 as a stockbroker with E.F. Hutton. In 1985 he joined Clark Associates of Portland Maine as a Personal Financial Advisor. In 1994 Mr. Clark co-founded Clark & Stuart. He has served as President since inception and is the principal day-to-day contact for our clients. In 1990 Mr. Clark earned the designation of Certified Financial Planner. He is a Past President of the Northern New England Society of Certified Financial Planners. He has also served as an Arbitrator for the National Association of Securities Dealers

Rocky has been married to Anne (Farrell) Clark since 1978. They have three adult children (John Wright, Elizabeth and Margaret) and five grandchildren.

M.H. Stuart

Michael Henry Stuart was born January 20, 1956 in Boston, Massachusetts. Mr. Stuart grew up in Brookline, Massachusetts and earned a B.S. in Economics-Finance from Bentley College in 1978 and a Masters in Urban Affairs from Virginia Tech in 1980.    

Mr. Stuart began his investment career in 1981 as a securities analyst with The Old Colony Trust. In 1984 Mr. Stuart joined the Investment Division of CIGNA Corporation. In 1994 he co-founded Clark & Stuart and has served as the firm’s research analyst and portfolio manager. Mr. Stuart earned the Chartered Financial Analyst designation in 1991. He has served on the Finance Committee of St. Thomas Aquinas Chapel, and the Investment Committee of The Edwin O. Smith High School Foundation.

Michael has been married to Susan (Langin) Stuart since 1983. They have four adult children (Katherine, John Alexander, James and Julianna) and nine grandchildren. 

K.L. dick

Katherine Lillian Dick was born January 19, 1984 in Malden, Massachusetts. Mrs. Dick grew up in Storrs, Connecticut and earned a B.A. in Philosophy and Religious Studies from The College of the Holy Cross in 2006.

Mrs. Dick served as a Jesuit Volunteer in Sacramento, California from 2006 - 2007. She then began her career in non-profits, where she remained for nearly 15 years, serving primarily in fundraising roles for education and international development organizations. Mrs. Dick joined Clark & Stuart in 2025.

Katie has been married to Nate Dick since 2012. They have three daughters (June, Tatum and Camille).