Charles Kenahan: Managing Director and Financial Advisor in Newport, Rhode Island



Charles Kenahan, a seasoned wealth management professional from Rhode Island, has over thirty-five years of experience serving high-net-worth individuals, families, and institutions. He specializes in strategic goal setting, risk assessment, and comprehensive portfolio management, including tactical and strategic asset allocation and hedging. His career at Morgan Stanley as Managing Director in Boston, from June 1994 to December 2007, was marked by exemplary service, earning him the title of Top Corporate Services Adviser for the Americas twice.

He later joined Merrill Lynch, where he elevated his team's Assets Under Management (AUM) to over $1 billion, establishing them as one of New England's premier wealth management teams. His expertise also facilitated a highly successful equity recapitalization of True Temper Sports, yielding a threefold return within 2 ½ years.

Beyond his corporate accomplishments, Charles is deeply engaged in philanthropy and community service. 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 he continues to contribute to the finance committee at Saint Mary's Church. His skills as a public speaker were highlighted when he served as the Commencement Speaker at Portsmouth Abbey School in 2017.

Charles's passion for yacht racing also showcases his leadership beyond the boardroom. As the principal of the Mahalo Yacht Racing Team, he led his team to win the 2015 Swan 42 North American Championship.Throughout his career, Charles Kenahan has demonstrated a leadership style that fosters success, characterized by his ability to sift through complex information, make informed decisions, and communicate effectively. His integrity and commitment to excellence have been fundamental in maintaining long-term relationships with clients, colleagues, and the community, making him a respected figure in both his professional field and his pursuits.

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