Charles Kenahan, a Rhode Island native, brings over thirty-five years of expertise in wealth management, focusing on high-net-worth individuals, families, and institutions. His specialty is strategic goal setting, risk assessment, and comprehensive portfolio management, mainly tactical and strategic asset allocation and hedging. His remarkable career began at Morgan Stanley in Boston, where he served as Managing Director from June 1994 to December 2007. During this time, he excelled in managing substantial client assets, earning the prestigious title of Top Corporate Services Adviser for the Americas twice.
He continued his career at Merrill Lynch, significantly increasing his team's Assets Under Management (AUM) to over $1 billion, leading one of New England's most successful wealth management teams. His strategic expertise was notably demonstrated in the equity recapitalization of True Temper Sports, which yielded a triple return over 2 ½ years.
Beyond his professional accomplishments, he is deeply committed to community service and philanthropy. He served on the Board of Consultants for Portsmouth Abbey School, his alma mater, spearheading a successful $50 million capital campaign from 2006 to 2012. Additionally, he serves on the boards of SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications. He is an active member of the finance committee at Saint Mary's Church. His ability to connect with people was showcased when he was chosen as the Commencement Speaker at Portsmouth Abbey School in 2017.
His passion for yacht racing is another aspect of his dynamic leadership, evident as the principal of the Mahalo Yacht Racing Team, leading them to win the 2015 Swan 42 North American Championship.
Throughout his career, Charles Kenahan has consistently demonstrated a leadership style that inspires success, characterized by his ability to process complex information, make timely decisions, and communicate effectively. His integrity and dedication have been instrumental in maintaining long-standing relationships with clients, colleagues, and the community.
