Charles Kenahan

Charles Kenahan is a Rhode Island native who has more than thirty-five years experience providing comprehensive wealth management guidance to individuals, multi-generational families and institutions. He specializes in judicious goal setting, risk assessment, strategic and tactical asset allocation, hedging and all aspects of portfolio management.

Career Achievements

He served as Managing Director at Morgan Stanley in Boston, massachusetts from June 1994 to December 2007. He dedicated those thirteen years to serving the needs of his clients and their families with investable assets in excess of $5 million as well as corporations. He twice earned the title of Top Corporate Services Adviser for the Americas and became a Wealth Management Team Leader. At the close of 2007, 100% of his select clients moved with his team to Merrill Lynch where he served as a Managing Director until July 2019. During those twelve years he grew the Team’s Assets Under Management (AUM) to exceed $1 billion. His steadfast loyalty to clients led to managing one of the most prominent Wealth Management Teams in New England. He was instrumental in taking a Private Investor Group to new heights alongside Providence Equity Partners and Newport Global Advisors in the Equity Recapitalization of True Temper Sports between 2009 and 2012. This venture achieved a 3X return with a 2 ½ year holding period. While his office was headquartered in Boston, the successful management of his team attracted clients throughout the U.S.