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Charles Kenahan
Managing Director/Financial Advisor
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Charles Kenahan

Managing Director/Financial Advisor
Charles Kenahan, a seasoned professional from Rhode Island, has over thirty-five years of expertise in wealth management, serving high-net-worth individuals, families, and institutional clients. He specializes in strategic goal setting, risk assessment, and the nuanced facets of portfolio management, including asset allocation and hedging. His tenure as Managing Director at Morgan Stanley in Boston from June 1994 to December 2007 is marked by dedicated service, where he managed the assets of affluent clients and corporations, earning the distinction of Top Corporate Services Adviser for the Americas twice. He transitioned to Merrill Lynch in 2007, where his leadership led to a significant increase in the team’s Assets Under Management (AUM), surpassing $1 billion and establishing one of the most esteemed wealth management teams in New England. His strategic prowess was further demonstrated in the equity recapitalization of True Temper Sports, which achieved a triple return on investment within 2 ½ years. Beyond his corporate roles, he has been deeply involved in community and educational initiatives. He served on the Board of Consultants for Portsmouth Abbey School, his alma mater, and led a $50 million capital campaign from 2006 to 2012. He also contributes his expertise to the boards of SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications. He continues his service on the finance committee of Saint Mary’s Church. His skills as a public speaker were highlighted when he served as the Commencement Speaker at Portsmouth Abbey School in 2017, making a lasting impression on the graduates and their families. His passion for yacht racing also shows his dedication to teamwork and excellence outside the office. As the principal of the Mahalo Yacht Racing Team, he won the 2015 Swan 42 North American Championship, further showcasing his leadership and strategic thinking in a competitive setting. Throughout his career and personal life, Charles Kenahan has demonstrated a commitment to excellence, strategic decision-making, and effective communication, establishing enduring relationships and cementing his reputation as a leader in both the financial sector and the community.
Morgan Stanley
Newport County, Rhode Island, United States
United States

Professional Background

  • Current status
    Employed
    Not open to opportunities
  • Profession
    Other
    Organization Management
  • Fields
  • Work experience
    More than 15 years (More than 15 years relevant)
  • Management
  • Skills
    Communication
    Excel
    Word
  • Languages
    English
    Native or Bilingual
  • Highest level of education

Job search preferences

  • Desired job type
  • Desired positions
  • Desired work locations
  • Freelance

Work Experience

Managing Director/Financial Advisor

Morgan Stanley
Full-time
Jan 1994 - Dec 2007
14 yrs 0 mos
Newport County, Rhode Island, United States
Charles Kenahan, originally from Rhode Island, has amassed over thirty-five years of wealth management expertise, helping high-net-worth individuals, families, and institutions navigate complex financial landscapes. His areas of proficiency include strategic goal setting, risk management, and portfolio oversight, focusing on asset allocation and hedging strategies. His career was significantly shaped by his role as Managing Director at Morgan Stanley in Boston, where, from June 1994 to December 2007, he managed the financial needs of affluent clients and corporations, earning him the prestigious title of Top Corporate Services Adviser for the Americas twice.

Education

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