Charles Kenahan boasts over thirty-five years of significant expertise in the realm of wealth management, diligently serving high-net-worth individuals, families, and institutional clients. His proficiencies span critical areas such as goal setting, risk management, strategic and tactical asset allocation, and comprehensive portfolio oversight. His tailored approaches ensure clients receive sophisticated and personalized financial guidance.

Accomplishments at Morgan Stanley

As Managing Director at Morgan Stanley in Boston, Massachusetts, from June 1994 to December 2007, he focused on clients with assets typically over $5 million. His exemplary leadership and innovative financial strategies earned him the prestigious title of Top Corporate Services Adviser for the Americas twice, recognizing his profound impact on the firm and his clients.

Growth and Leadership at Merrill Lynch

Transitioning to Merrill Lynch at the end of 2007 with his entire roster of clients, he served as Managing Director until July 2019. He successfully grew the team’s Assets Under Management (AUM) to surpass $1 billion. His strategic leadership retained a high-profile clientele and attracted new ones, further establishing one of the most successful Wealth Management Teams in New England.

Strategic Financial Initiatives

He was crucial in several high-profile financial projects, including the Equity Recapitalization of True Temper Sports with Providence Equity Partners and Newport Global Advisors from 2009 to 2012. This venture achieved a triple return in just 2 ½ years, demonstrating his exceptional skill in managing and executing lucrative investments.

Philanthropic Involvement and Board Memberships

His commitment extends beyond business achievements to active participation in community and philanthropic endeavors. He has held board positions at Portsmouth Abbey School, SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications. He continues to serve on the finance committee of Saint Mary’s Church. His leadership in the Portsmouth Abbey School’s $50 million capital campaign is a testament to his ability to drive substantial fundraising efforts.

Passion for Competitive Yacht Racing

Parallel to his financial career, his enthusiasm for yacht racing showcases his leadership and teamwork skills in a different arena. As the head of the Mahalo Yacht Racing Team, he has led his team to numerous victories, including the prestigious 2015 Swan 42 North American Championship, illustrating his adeptness at team management and strategic planning in competitive settings.

Charles Kenahan’s career is distinguished by his sophisticated financial understanding, wealth management leadership, and dedication to community service. His systematic approach to decision-making, ability to navigate complex investment landscapes, and clear communication skills have solidified his reputation as a trusted advisor and leader. His achievements in both his professional and personal pursuits highlight his commitment to excellence and integrity.