Benjamin Clark

Portfolio Manager & Partner

Ben Clark is a Portfolio Manager & Partner at HeadInvest. Mr. Clark serves as a personal advisor to families and corporate retirement plan clients. He delivers comprehensive financial planning services including cash flow analysis, tax analysis, insurance analysis, long-term care planning, family legacy and inheritance strategies, philanthropic planning, and debt analysis. After more than 25 years in the industry, Mr. Clark has extensive experience in financial planning, investment strategy development, and portfolio management. He is particularly proud of the long-term professional and personal relationships he has built with clients over the years, some of which have lasted more than two decades. Prior to joining HeadInvest, he spent ten years as a Senior Vice President and Wealth Advisor at UBS Financial Services. Mr. Clark also served as an Investment Consultant at McDonald Investments and as a Senior Mutual Fund Accountant at Forum Financial Group. Mr. Clark began his career in 1995 at Fidelity Investments. Over the years, he has served as president and treasurer of several community-based boards and has been recognized four times as a Barron’s top financial advisor. When not at work, Mr. Clark can often be found with his wife, Lisa, on the sidelines of their daughter’s soccer field or basketball court. In the summer, he enjoys spending time with his extended family at their family home on Sebec Lake. He also enjoys playing guitar and watching sailboats pass along the Royal River near his hometown of Yarmouth, Maine.