Charles Kenahan brings over three decades of experience in wealth management, serving a diverse clientele, including individuals, families, and institutional investors. His areas of expertise are extensive, encompassing goal setting, risk management, asset allocation, and portfolio management. His strategic approach and comprehensive knowledge have consistently placed him at the forefront of the financial services industry.

Leadership at Morgan Stanley

He made significant strides as Managing Director at Morgan Stanley in Boston, Massachusetts, from June 1994 to December 2007. His primary focus during this period was on affluent clients and large corporations, managing portfolios exceeding $5 million in assets. His exceptional performance led him to receive the Top Corporate Services Adviser for the Americas award twice, highlighting his adeptness in wealth management and client service.

Role and Impact at Merrill Lynch

After his tenure at Morgan Stanley, he transitioned with his entire client roster to Merrill Lynch in 2007, where he continued his role as Managing Director until July 2019. At Merrill Lynch, he grew the team's Assets Under Management (AUM) significantly, exceeding $1 billion. His leadership not only retained a high-profile clientele but also expanded the team's influence across the wealth management industry in New England.

Strategic Investments and Partnerships

His tenure included critical strategic decisions, notably the Equity Recapitalization of True Temper Sports with partners such as Providence Equity Partners and Newport Global Advisors from 2009 to 2012. This initiative delivered a threefold return on investment within 2 ½ years, demonstrating his capability to navigate and succeed in complex investment landscapes.

Contributions to Boards and Philanthropy

He has been an active member of various philanthropic and community boards. His roles include serving on the boards of Portsmouth Abbey School, SailNewport, and the Rhode Island State Police Museum Foundation, among others. His leadership in these capacities, especially as Capital Campaign Chair at Portsmouth Abbey School, led to successfully raising $50 million. His dedication to these roles underscores his commitment to using his expertise for the betterment of his community.

Enthusiasm for Yacht Racing

Alongside his professional achievements, he is passionate about yacht racing. Leading the Mahalo Yacht Racing Team, he has competed in and won numerous international regattas, including clinching the Swan 42 North American Championship in 2015. His leadership and teamwork in yacht racing echo the qualities he embodies in his professional life.

Charles Kenahan's extensive career in wealth management, combined with his philanthropic efforts and personal passions, reflects a well-rounded and impactful professional journey. His adeptness at making informed, strategic decisions and his ability to communicate effectively has been pivotal in building lasting relationships and achieving success across various endeavors.

Charles Kenahan | Managing Director/Financial Advisor | Newport, Rhode Island

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