About

About Charles Kenahan

Charles Kenahan has spent over thirty-five years in wealth management, serving high-net-worth individuals, families, and institutional clients. His expertise spans critical areas such as goal setting, risk assessment, strategic asset allocation, and portfolio management. His approach to financial guidance is tailored and client-centric, ensuring personalized service.

Significant Tenure at Morgan Stanley

He was Managing Director at Morgan Stanley in Boston, Massachusetts, from June 1994 to December 2007. During this period, he managed assets frequently exceeding $5 million, focusing on affluent clients and corporations. His exceptional leadership and client service earned him the prestigious title of Top Corporate Services Adviser for the Americas twice.

Growth and Leadership at Merrill Lynch

In 2007, he transitioned to Merrill Lynch with his client base, where he continued his role as Managing Director until July 2019. Under his guidance, the team’s Assets Under Management (AUM) dramatically increased to over $1 billion. His ability to maintain client loyalty and attract new ones solidified his reputation as a leader of one of New England’s top Wealth Management Teams.

Strategic Investment Initiatives

He was crucial in several high-stake financial projects, including the successful Equity Recapitalization of True Temper Sports with partners like Providence Equity Partners and Newport Global Advisors between 2009 and 2012. This initiative resulted in a triple return over 2 ½ years, demonstrating his prowess in strategic investment planning and execution.

Philanthropic Contributions and Board Roles

Beyond his corporate responsibilities, he is deeply committed to community service. He has served on the boards of Portsmouth Abbey School, SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications. He continues his involvement on the finance committee of Saint Mary’s Church. His role as Capital Campaign Chair at Portsmouth Abbey School led to a successful $50 million fundraising effort, emphasizing his leadership and dedication to philanthropy.

Enthusiasm for Yacht Racing

His passion for yacht racing is another facet of his leadership. As the principal of the Mahalo Yacht Racing Team, he has guided his team to several significant victories, including the 2015 Swan 42 North American Championship. His leadership is evident on the water, just as in financial settings, showcasing his ability to inspire and lead teams toward success.

Charles Kenahan’s career is a testament to his strategic insight, leadership qualities, and commitment to service. His thorough wealth management approach, extensive community involvement, and competitive sportsmanship demonstrate his multifaceted leadership and dedication to excellence in every endeavor.