Charles Kenahan

Charles Kenahan, hailing from Rhode Island, brings over thirty-five years of wealth management expertise, focusing on high-net-worth individuals, multi-generational families, and institutions. His specialized skills in strategic planning, risk assessment, and comprehensive portfolio management have made him a cornerstone in the financial industry. His tenure at Morgan Stanley as Managing Director from June 1994 to December 2007 in Boston was marked by dedication to client needs and corporate excellence, earning him the accolade of Top Corporate Services Adviser for the Americas on two occasions.

He transitioned to Merrill Lynch in 2007, where he further distinguished himself by elevating his team's Assets Under Management (AUM) to surpass $1 billion, thus cementing his reputation by managing one of New England's most esteemed Wealth Management Teams. His strategic finesse was particularly evident in the successful equity recapitalization of True Temper Sports between 2009 and 2012, achieving a substantial return on investment.

Beyond his professional endeavors, he has contributed emotionally to community and educational initiatives. Serving on the Board of Consultants at Portsmouth Abbey School, his alma mater, he led a $50 million capital campaign to a successful conclusion. His board roles extend to organizations such as SailNewport, the Rhode Island State Police Museum Foundation, Aritaur Communications, and the finance committee of Saint Mary's Church. His ability to engage and inspire was showcased during his role as Commencement Speaker at Portsmouth Abbey School in 2017.

His passion for yacht racing is as profound as his career drive. Leading the Mahalo Yacht Racing Team as the principal, he has clinched victories in prestigious regattas, including the 2015 Swan 42 North American Championship, reflecting his leadership and team-building skills.

Charles Kenahan's leadership qualities and expert decision-making have been instrumental in maintaining enduring relationships and achieving success across various facets of his professional and personal life. His integrity and commitment have earned him respect among peers and the broader community.