Managing Director/Financial Advisor

Accounting & Finance

Charles Kenahan, a seasoned financial expert from Rhode Island, boasts over thirty-five years of experience in wealth management, specializing in servicing high-net-worth individuals, families, and institutional clients. His extensive expertise includes strategic goal setting, risk assessment, and portfolio management, mainly focusing on asset allocation and hedging. His career highlights include a successful tenure as Managing Director at Morgan Stanley in Boston from June 1994 to December 2007, where he twice earned the accolade of Top Corporate Services Adviser for the Americas.After his impactful stint at Morgan Stanley, Charles transitioned to Merrill Lynch, where he adeptly grew his team&#39;s Assets Under Management (AUM) to exceed $1 billion, cementing their status as one of New England&#39;s most formidable wealth management teams. His leadership and strategic insight were further demonstrated in the profitable equity recapitalization of True Temper Sports, which yielded a triple return within 2 ½ years.Charles is also deeply committed to philanthropy and community engagement. He served on the Board of Consultants for Portsmouth Abbey School, his alma mater, successfully chairing a $50 million capital campaign from 2006 to 2012. He holds additional board positions at SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications, and he remains active on the finance committee of Saint Mary&#39;s Church. His exemplary public speaking skills were showcased when he was the Commencement Speaker at Portsmouth Abbey School in 2017.In addition to his professional and philanthropic endeavors, Charles is an avid yacht racer, leading the Mahalo Yacht Racing Team as its principal. His team&#39;s triumph in the 2015 Swan 42 North American Championship highlights his dedication to teamwork and strategic competition.Throughout his career, Charles Kenahan has exemplified a leadership style that drives success, characterized by his ability to sift through complex information, make informed decisions, and communicate them effectively. His integrity and commitment to excellence have been paramount in sustaining long-term relationships with clients, colleagues, and the broader community.

Throughout his career, Charles Kenahan has exemplified a leadership style that drives success, characterized by his ability to sift through complex information, make informed decisions, and communicate them effectively. His integrity and commitment to excellence have been paramount in sustaining long-term relationships with clients, colleagues, and the broader community.

Find out detailed information about Charles Kenahan, Managing Director/Financial Advisor in Newport, Rhode Island

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

Charles Kenahan