Charles Kenahan

Charles Kenahan, originally from Rhode Island, has built a distinguished career spanning over thirty-five years in wealth management. Specializing in strategic asset allocation, risk management, and comprehensive portfolio oversight, he has adeptly served individuals, multi-generational families, and institutions. His professional journey was significantly marked by his tenure as Managing Director at Morgan Stanley in Boston from June 1994 to December 2007. During this period, he catered to high-net-worth clients and corporations, earning the distinction of Top Corporate Services Adviser for the Americas twice and leading a premier Wealth Management Team.

In 2007, he transitioned with his team and their clients to Merrill Lynch, where he continued as Managing Director until July 2019. His leadership saw the team's Assets Under Management soar past $1 billion. He also played a vital role in the successful equity recapitalization of True Temper Sports, achieving a threefold return on investment.

His contributions extend into philanthropy and community service. He has been an active board member at Portsmouth Abbey School, his alma mater, and led a successful $50 million capital campaign from 2006 to 2012. Additionally, he has held positions on the boards of SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications, and he continues to contribute to the finance committee of Saint Mary's Church.

A passionate yacht racer, he channels the same enthusiasm into the sport as he does in his professional endeavors. As the principal of the Mahalo Yacht Racing Team, he led his team to victory in the 2015 Swan 42 North American Championship, underscoring his knack for teamwork and strategic execution.

Charles Kenahan's robust leadership skills, commitment to integrity, and effective communication have been essential in fostering sustained relationships and achieving success across his diverse roles and interests.

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