Charles Kenahan

Charles Kenahan, a seasoned wealth management expert from Rhode Island, boasts a rich career spanning over thirty-five years, primarily focused on strategic asset allocation, risk management, and comprehensive portfolio oversight. His professional journey is highlighted by a long tenure as Managing Director at Morgan Stanley in Boston, from June 1994 to December 2007. During this period, he adeptly managed the financial portfolios of high-net-worth individuals and corporations, twice earning the prestigious title of Top Corporate Services Adviser for the Americas.

In 2007, He and his entire team made a strategic move to Merrill Lynch, where he continued to excel in his role as Managing Director until July 2019. Under his guidance, the team’s Assets Under Management significantly expanded, exceeding $1 billion. He was instrumental in leading several successful initiatives, including the lucrative Equity Recapitalization of True Temper Sports, which yielded a threefold return in just two and a half years.

Beyond his impressive corporate achievements, He is actively involved in his community. He served on the Board of Consultants for Portsmouth Abbey School, his alma mater, where he spearheaded a successful $50 million capital campaign from 2006 to 2012. He also holds positions on the boards of SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications, and continues to contribute to the finance committee of Saint Mary’s Church.