Charles Kenahan, a distinguished wealth management professional from Rhode Island, has dedicated over thirty-five years to advising high-net-worth individuals, families, and institutions. His expertise includes strategic goal setting, risk assessment, and comprehensive portfolio management, focusing on asset allocation and hedging. Throughout his tenure as Managing Director at Morgan Stanley in Boston from June 1994 to December 2007, he twice received the honor of Top Corporate Services Adviser for the Americas, underscoring his commitment to exceptional client service.

 

Following his tenure at Morgan Stanley, Charles transitioned to Merrill Lynch, where he successfully expanded his team's Assets Under Management (AUM) to over $1 billion, making it one of New England's most influential wealth management teams. His strategic prowess was also evident in the profitable equity recapitalization of True Temper Sports, resulting in a threefold return over 2 ½ years.

 

In addition to his corporate achievements, Charles is deeply committed to philanthropy and community involvement. He has served on the Board of Consultants for Portsmouth Abbey School, spearheading a $50 million capital campaign from 2006 to 2012. He also holds board positions at SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications and is an active finance committee member at Saint Mary's Church. His engaging and inspiring speaking skills were showcased when he served as the Commencement Speaker at Portsmouth Abbey School in 2017.

 

Charles also has a passion for yacht racing, and he applies the same leadership and teamwork skills as the Mahalo Yacht Racing Team principal. Under his leadership, the team won the 2015 Swan 42 North American Championship.

 

Throughout his career, Charles Kenahan has exemplified a leadership style that drives success, characterized by his ability to sift through complex information, make timely decisions, and communicate effectively. His integrity and dedication have been instrumental in fostering long-term relationships with clients, colleagues, and the community, establishing him as a respected figure in his professional and personal pursuits.