Charles Kenahan, a seasoned professional from Rhode Island, has over thirty-five years of expertise in wealth management, serving high-net-worth individuals, families, and institutional clients. He specializes in strategic goal setting, risk assessment, and the nuanced facets of portfolio management, including asset allocation and hedging. His tenure as Managing Director at Morgan Stanley in Boston from June 1994 to December 2007 is marked by dedicated service, where he managed the assets of affluent clients and corporations, earning the distinction of Top Corporate Services Adviser for the Americas twice.

He transitioned to Merrill Lynch in 2007, where his leadership led to a significant increase in the team’s Assets Under Management (AUM), surpassing $1 billion and establishing one of the most esteemed wealth management teams in New England. His strategic prowess was further demonstrated in the equity recapitalization of True Temper Sports, which achieved a triple return on investment within 2 ½ years.

Beyond his corporate roles, he has been deeply involved in community and educational initiatives. He served on the Board of Consultants for Portsmouth Abbey School, his alma mater, and led a $50 million capital campaign from 2006 to 2012. He also contributes his expertise to the boards of SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications. He continues his service on the finance committee of Saint Mary’s Church. His skills as a public speaker were highlighted when he served as the Commencement Speaker at Portsmouth Abbey School in 2017, making a lasting impression on the graduates and their families.

His passion for yacht racing also shows his dedication to teamwork and excellence outside the office. As the principal of the Mahalo Yacht Racing Team, he won the 2015 Swan 42 North American Championship, further showcasing his leadership and strategic thinking in a competitive setting.

Throughout his career and personal life, Charles Kenahan has demonstrated a commitment to excellence, strategic decision-making, and effective communication, establishing enduring relationships and cementing his reputation as a leader in both the financial sector and the community.