60Charles Kenahan (charleskenahan)
Joined 5 months ago from Newport, Rhode Island
Charles Kenahan, a native of Rhode Island, boasts over thirty-five years of exceptional comprehensive wealth management service catering to individuals, families, and institutional clients. He is renowned for his expertise in strategic planning, risk management, and portfolio oversight, specializing in asset allocation and hedging strategies. His distinguished career began at Morgan Stanley in Boston, where from June 1994 to December 2007, he served as Managing Director, adeptly managing clients' financial portfolios with substantial assets, earning him the prestigious title of Top Corporate Services Adviser for the Americas twice.
In 2007, he transitioned to Merrill Lynch, significantly expanding the team's Assets Under Management (AUM) to over $1 billion and leading one of New England's most prominent wealth management teams. His leadership played a crucial role in the highly successful equity recapitalization of True Temper Sports, partnering with Providence Equity Partners and Newport Global Advisors, yielding a triple return within two and a half years.
He is deeply involved in philanthropy and community engagement, having served on the Board of Consultants for Portsmouth Abbey School, his alma mater, from 2006 to 2012, successfully chairing a $50 million capital campaign. His board memberships extend to influential organizations like SailNewport, the Rhode Island State Police Museum Foundation, Aritaur Communications, and the finance committee of Saint Mary's Church. His eloquence and engaging demeanor were prominently displayed when he was the Commencement Speaker at Portsmouth Abbey School in 2017.
He is passionate about yacht racing and leads the Mahalo Yacht Racing Team as its principal. His team claimed the 2015 Swan 42 North American Championship, demonstrating his leadership and commitment to teamwork in the competitive sailing arena.
Throughout his professional journey and personal endeavors, Charles Kenahan has exemplified leadership that fosters success, marked by his ability to sift through complex information, make timely decisions, and maintain strong relationships. His dedication and integrity have established him as a trusted leader in the financial industry and his community.