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.