Michael began his career in the financial services industry in 1988, working in State Street Bank’s personal trust department and later as a financial advisor for NYLife Advisors. He has spent the last two decades as a Senior Relationship Manager partnering with pension, endowment and sub-advisory clients to help them attain their investment objectives. He has a degree in Business from Ithaca College and earned the CFP® designation as well as a Master’s degree in Personal Financial Planning.
After several decades of working with large institutional clients at some of Boston’s leading investment firms including Putnam Investments, State Street Bank, The Boston Company and Northern Cross, Michael returned to the area of finance that he is most passionate about – helping individuals and families achieve their financial goals.
Michael joined Clark Asset Management in 2019 to help service the firm’s clients and manage their investment portfolios. He believes that investment guidance should be comprehensive, objective and low cost, which aligns perfectly with the firm’s belief in transparent, holistic advice for a fixed flat fee.
Originally from Buffalo, NY, Michael has lived in Cohasset, MA for nearly thirty years with his wife, Linda and their two grown children, Morgan and Jack. When he’s not helping individuals and families manage their finances you can find him on the golf course, at the skeet and trap field, on his road bike or playing in the wood shop - but his favorite place to be is anywhere with his family.
Since joining Clark Asset Management in 2020, Paige has taken great care to create a seamless experience for every client. Paige assists clients throughout the entire process, from onboarding to scheduling appointments. If you have a question or concern, Paige is happy to understand what you’re looking for and connect you with the right resources.
Paige truly enjoys working with people and assisting them in meeting their financial goals while offering exceptional service. Paige has held diverse roles in the financial services industry, enabling her to provide an informed perspective.
Her previous position was with Citizens Bank as a Licensed Banker offering full-service banking and investment services to the client base. Prior, Paige worked with Wilson Capital Management as operations associate and later obtained her Series 6, 63 and life and health insurance licenses to become a Registered Representative with Wilson Capital. She also brings with her a background in real estate and has had an NH Real Estate License since 2005.
Paige has lived on the Seacoast of NH since 1996 with her husband, Jonathan, and their two children (now college students), Rebecca and Eli. She enjoys gardening, reading and home improvement projects.
Frank is eager to guide our clients to their financial goals and does so by preparing and updating their financial plans. He currently interns with CAM and has a passion to see families debt free.
Frank culminated a distinguished 21-year career, retiring from the United States Air Force as a Senior Master Sergeant in 2020. During his time in service, he worked as an aircraft maintenance analyst with assignments in Texas, South Carolina, California, Germany, Florida and Nebraska.
Frank has an Associate’s degree in Maintenance production management and a Bachelor’s in strategic leadership. He is currently working towards his CFP® designation.
After military life, Frank and his family settled down in Newington, NH. He and his high school sweetheart of nearly 30 years, Kim, have two adult children together. During his leisure time, he enjoys running, going for walks with the family and exploring the beautiful New England countryside.
As Operations Manager, Stephanie is responsible for account and client service across the many moving parts of the firm. Having begun her career in the financial services industry in 1992, she brings a breadth of experience to her role at Clark Asset Management.
Stephanie first entered the industry with Prudential Insurance. After, she accepted a role at Dean Witter Reynolds, assisting several top producers with sales and marketing. Stephanie later worked for a small broker dealer and also helped to develop a new RIA Corporation that focused on money management strategies for registered representatives. Once the securities department was fully functional, she transitioned into the retirement plans area, helping to develop a group annuity platform through ING Reliastar for use with 401k and 401a plans.
Stephanie went on to hold positions as regional sales manager of an insurance marketing organization as well as director of sales and product development for a mid-size broker dealer. In April 2007, she started Financial Services Outsourcing Solutions, Inc. which specializes in assisting Registered Investment Advisors with their back-office operations and marketing.
Stephanie holds a Bachelor of Business Administration in Finance and Economics. She also holds her series 6, 7 and life insurance licenses.
Stephanie is an Ohio native and has been married to her husband, David, since 1995. They have three children, Kaelyn (30), Haleigh (20) and Gabriel (15). She enjoys camping with her family, quilting, embroidery and reading.