Dana F. Clark, MBA

Principal | Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Dana F. Clark is a wealth management financial advisor based in Portland, Maine.

Dana joined the firm when Boston Financial Management (BFM) became CAPTRUST in late 2024. He was a managing director at BFM. His specialty is investment management.

Prior to BFM, he was with Putnam Investments as a senior vice president, senior portfolio manager, and had the same role at Brown Brothers Harriman.

Dana earned a Bachelor of Science degree in business management from the University of Maine and a Master of Business Administration degree from Northeastern University. He was summa cum laude and was Beta Gamma Sigma.

When not at work, you can find him participating in outdoor sports.

Education

  • Bachelor of Science, business management, University of Maine
  • Master of Business Administration, Northeastern University

Industry Designations

  • Masters of Business Administration

Awards & Recognition

  • Beta Gamma Sigma

Portland, ME

100 Commercial Street #200
Portland, ME 04101

617.338.8108

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