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Charles Kenahan | Managing Director/Financial Advisor | Newport, Rhode Island

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September 16, 2024

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Charles Kenahan: Charles Kenahan, a dedicated wealth management expert from Rhode Island, boasts over thirty-five years of experience in the financial sector. He excels in strategic asset allocation, risk assessment, and comprehensive portfolio management, catering to the needs of individuals, families, and institutions. His significant career milestones include his role as Managing Director at Morgan Stanley in Boston, where he served from June 1994 to December 2007. During this tenure, he focused on high-net-worth clients and corporations, earning the accolade of Top Corporate Services Adviser for the Americas twice and leading one of New England's most respected Wealth Management Teams. In 2007, he and his team transitioned their clients to Merrill Lynch, where he continued to serve as Managing Director until July 2019. Under his guidance, the team's Assets Under Management notably grew to over $1 billion. He was instrumental in several high-profile ventures, including the successful Equity Recapitalization of True Temper Sports, which achieved a significant return.

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