About Charles Kenahan
Charles Kenahan has over thirty-five years of experience in comprehensive wealth management, serving individuals, families, and institutions. His expertise spans reasonable goal setting, risk assessment, strategic and tactical asset allocation, hedging, and all aspects of portfolio management. His dedication to developing tailored strategies has set a high standard in the financial industry.
Tenure at Morgan Stanley
From June 1994 to December 2007, he held the position of Managing Director at Morgan Stanley in Boston, Massachusetts. During these thirteen years, he specialized in serving high-net-worth clients and corporations, managing over $5 million in investable assets. His profound impact on corporate services earned him the accolade of Top Corporate Services Adviser for the Americas, not once but twice, and positioned him as a pivotal Wealth Management Team Leader.
Achievements at Merrill Lynch
Following his successful stint at Morgan Stanley, he and his entire client base transitioned to Merrill Lynch at the end of 2007, where he served until July 2019. As Managing Director, he expanded the team's Assets Under Management (AUM) to over $1 billion, illustrating his ability to foster and lead one of New England's most prominent Wealth Management Teams. His strategic efforts were crucial in his team's significant growth and success.
Significant Ventures and Collaborations
His instrumental role in the equity recapitalization of True Temper Sports between 2009 and 2012 alongside entities like Providence Equity Partners and Newport Global Advisors marked a notable high in his career. This venture yielded a remarkable 3X return within 2 ½ years, showcasing his adeptness in high-stakes financial management and investment insight.
Board Roles and Community Engagement
He has been a vigorous community participant, serving on boards such as the Portsmouth Abbey School, SailNewport, the Rhode Island State Police Museum Foundation, Aritaur Communications, and the Saint Mary's Church Finance Committee. His tenure as Capital Campaign Chair from 2006 to 2012 at Portsmouth Abbey School led to the successful culmination of a $50 million fundraising campaign. His roles consistently demonstrate his commitment to leveraging his financial expertise for communal and educational advancement.
Passion for Yacht Racing
Parallel to his financial career, he nurtures a deep passion for yacht racing. As the principal of the Mahalo Yacht Racing Team, he has steered his team to numerous victories, including the prestigious 2015 Swan 42 North American Championship. His leadership on the water mirrors his professional conduct, characterized by precision, strategy, and teamwork.
Significant professional achievements and a dedicated involvement in philanthropic endeavors mark Charles Kenahan's career. His ability to dissect complex information, make timely, informed decisions, and effectively communicate these decisions highlights his leadership qualities and integrity. This blend of professional success and community involvement showcases his profound influence and dedication in every sphere of his life.
Portfolio 1: https://charleskenahanri.com/
Portfolio 2: https://charleskenahan.com/
