Charles Kenahan

Charles Kenahan, a Rhode Island native with over thirty-five years of wealth management expertise, has consistently provided top-tier financial guidance to high-net-worth individuals, families, and institutions. His areas of proficiency include strategic goal setting, risk assessment, and comprehensive portfolio management, focusing on tactical and strategic asset allocation and hedging. His distinguished career consists of a significant tenure at Morgan Stanley in Boston, where he served as Managing Director from June 1994 to December 2007; during this period, his dedication to client needs earned him the title of Top Corporate Services Adviser for the Americas twice.

After his successful stint at Morgan Stanley, he transitioned to Merrill Lynch in 2007. Here, he led his team to expand their Assets Under Management (AUM) to over $1 billion, establishing them as one of New England's most notable wealth management teams. His strategic insight was further highlighted by his role in the lucrative equity recapitalization of True Temper Sports, which achieved a threefold return within a 2 ½ year holding period.

Beyond his financial career, he is deeply engaged in community and philanthropic efforts. He has served on the Board of Consultants for Portsmouth Abbey School, his alma mater, spearheading a $50 million capital campaign from 2006 to 2012. He also holds board positions at SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications and serves on the finance committee of Saint Mary's Church. His effective public speaking was demonstrated when he was the Commencement Speaker at Portsmouth Abbey School in 2017.

An enthusiast of yacht racing, he channels his leadership skills as the principal of the Mahalo Yacht Racing Team, leading them to victory in the 2015 Swan 42 North American Championship. This success underscores his ability to inspire teamwork and strategic execution under competitive circumstances.