Charles Kenahan

Charles Kenahan, a seasoned wealth management professional from Rhode Island, boasts over thirty-five years of experience specializing in comprehensive financial guidance for high-net-worth individuals, families, and institutional clients. His expertise encompasses strategic goal setting, risk assessment, and all facets of portfolio management, including tactical asset allocation and hedging. His impressive tenure at Morgan Stanley in Boston, serving as Managing Director from June 1994 to December 2007, was marked by dedicated service to clients with investable assets over $5 million and corporations, earning him the title of Top Corporate Services Adviser for the Americas twice. Transitioning to Merrill Lynch at the end of 2007, he continued his remarkable career trajectory by growing his team's Assets Under Management (AUM) to over $1 billion, solidifying his reputation by leading one of New England's most prominent Wealth Management Teams. His strategic prowess shone brightly during the Equity Recapitalization of True Temper Sports, in partnership with Providence Equity Partners and Newport Global Advisors, which delivered a 3X return over a 2 ½ year. He is also deeply engaged in philanthropy and community service. He served on the Board of Consultants for Portsmouth Abbey School, his alma mater, where he led a $50 million capital campaign to success. Additionally, he serves on the boards of SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications and continues his service on the finance committee of Saint Mary's Church. His eloquence and ability to connect with audiences were evident when he served as the 2017 Commencement Speaker at Portsmouth Abbey School. His enthusiasm for yacht racing mirrors his professional zeal. As the sole principal of the Mahalo Yacht Racing Team, he has participated in numerous regattas worldwide, clinching the 2015 Swan 42 North American Championship and showcasing his leadership and teamwork skills. Throughout his career, Charles Kenahan has exemplified a leadership mindset that cultivates success, marked by his ability to filter through complex information, make timely decisions, and communicate them confidently. His integrity and dedication have been crucial in sustaining long-term relationships with clients, colleagues, and his community.