About Charles Kenahan

Charles Kenahan has over three decades of experience in wealth management, focusing on assisting high-net-worth individuals, families, and institutions. His expertise covers a broad spectrum, including goal setting, risk management, strategic asset allocation, and comprehensive portfolio management. His approach to wealth management is deeply rooted in understanding client needs and delivering customized financial strategies.

Leadership at Morgan Stanley

His tenure at Morgan Stanley as Managing Director from June 1994 to December 2007 in Boston, Massachusetts, was marked by his dedication to managing assets typically above $5 million. His leadership during this period was distinguished by his twice earning the title of Top Corporate Services Adviser for the Americas, a testament to his exceptional client service and innovative management techniques.

Continued Success at Merrill Lynch

Following his successful period at Morgan Stanley, he transitioned to Merrill Lynch with his entire client base in 2007, where he served as Managing Director until July 2019. Under his leadership, the team's Assets Under Management (AUM) grew to exceed $1 billion, reinforcing his status as a leader of one of New England's premier Wealth Management Teams. His ability to maintain client loyalty and trust was instrumental in this growth.

Impactful Strategic Initiatives

He was instrumental in the Equity Recapitalization of True Temper Sports, collaborating with Providence Equity Partners and Newport Global Advisors from 2009 to 2012. This strategic initiative yielded a threefold return within 2 ½ years, showcasing his skill in executing high-stake financial strategies that significantly benefit investors.

Philanthropy and Board Involvement

Beyond his corporate achievements, he has actively participated on several boards, contributing his expertise to organizations like Portsmouth Abbey School, SailNewport, the Rhode Island State Police Museum Foundation, Aritaur Communications, and Saint Mary's Church. His role as the Capital Campaign Chair at Portsmouth Abbey School from 2006 to 2012 was especially notable, successfully reaching a fundraising goal of $50 million.

Enthusiasm for Yacht Racing

His passion for yacht racing mirrors the intensity he brings to his professional endeavors. As the principal of the Mahalo Yacht Racing Team, he has led his team to significant successes, including winning the Swan 42 North American Championship in 2015. His strategic leadership is evident both on and off the water, where he fosters teamwork and shared success.

Charles Kenahan's career combines significant financial leadership, strategic investment success, and deep community involvement. His ability to analyze complex financial situations, make timely and informed decisions, and articulate these decisions has earned him a distinguished place in wealth management. His multifaceted career highlights his commitment to excellence and sustained impact in every area of his professional and personal life.