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WHO WE ARE

C.S. Clark

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

Rocky 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, Rocky co-founded Clark & Stuart. He has served as President since inception and is the principal day-to-day contact for our clients.

In 1990, Rocky 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 since 1978. They have three adult children (John, Elizabeth and Margaret) and six grandchildren.

M.H. Stuart

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

Michael began his investment career in 1981 as a securities analyst with The Old Colony Trust. In 1984 he joined the Investment Division of CIGNA Corporation. In 1994, Michael co-founded Clark & Stuart and has served as the firm’s research analyst and portfolio manager since inception.

Michael 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 since 1983. They have four adult children (Katie, Alex, Jimmy and Julianna) and nine grandchildren. 

K.L. dick

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

Katie 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. Katie joined Clark & Stuart in 2025 and is primarily responsible for business development and compliance.

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