Biography and career about Charles Kenahan
Charles Kenahan, a Rhode Island native, boasts over thirty-five years of experience providing comprehensive wealth management guidance to individuals, multigenerational families, and institutions. His expertise spans reasonable goal setting, risk assessment, strategic asset allocation, hedging, and all facets of portfolio management.
Morgan Stanley Years:
FromJune 1994 to December 2007, Charles served as Managing Director at Morgan Stanley in Boston, Massachusetts. During his thirteen-year tenure, he dedicated himself to addressing the financial needs of his clients, including high-net-worth individuals, families with investable assets exceeding $5 million, and corporations. His exceptional performance earned himthe title of Top Corporate Services Adviser for the Americas twice, alongside becoming a Wealth Management Team Leader.
Transition to Merrill Lynch:
In December 2007, Charles and 100% of his select clients transitioned to Merrill Lynch, where he continued as a Managing Director until July 2019. Over twelve years,hesignificantlygrewtheTeam's Assets underManagement (AUM)to surpass
$1 billion, solidifying his position as a prominent figure in New England's wealth management landscape.
Notable Ventures:
Charles played a pivotal role in the Equity Recapitalization of True Temper Sports between 2009 and 2012, alongside Providence Equity Partners and Newport Global Advisors, achieving a remarkable 3X return with a 2 ½ year holding period.
Community Engagement:
Beyond his professional endeavors, Charles actively engages with his community. He served on the Board of Consultants for his alma mater, Portsmouth Abbey School, where his leadership as Capital Campaign Chair from 2006 to 2012 facilitated the successful completion of a $50 million campaign. Additionally, he was honored as the 2017 Commencement Speaker, leaving a lasting impression on the graduating class and their families.
Board Memberships and Philanthropy:
Charles's commitment extends to various boards, including Sail Newport, the Rhode Island State Police Museum Foundation, Arthur Communications, and the historic Saint Mary's Church Finance Committee.
Passion for Yacht Racing:
Charles's enthusiasm for yacht racing mirrors his dedication to his career. As the principal of the Mahalo Yacht Racing Team, he has participated in numerous regattas worldwide, clinching victory in the 2015 Swan 42 North American Championship hosted by the New York Yacht Club.
Leadership and Integrity:
Charles Kenahan embodies a strong leadership mindset, characterized by his ability tomakeinformeddecisionsswiftlyandcommunicatethemconfidently.Hisintegrity is the cornerstone of enduring relationships with clients, colleagues, teammates, and his community.
