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Charles Kenahan

Charles Kenahan, a Rhode Island native, has devoted over thirty-five years to wealth management, demonstrating expertise in goal setting, risk assessment, and portfolio management. His professional journey is highlighted by his significant tenure as Managing Director at Morgan Stanley in Boston from June 1994 to December 2007. During this period, he catered to high-net-worth individuals and corporations, earning him the title of Top Corporate Services Adviser for the Americas twice and leading a top-tier Wealth Management Team.

In December 2007, he transitioned with his entire team and their clientele to Merrill Lynch, where he continued his impactful leadership as Managing Director until July 2019. His tenure at Merrill Lynch saw the team's Assets Under Management grow to exceed $1 billion. He played a crucial role in the equity recapitalization of True Temper Sports, which achieved a 3X return over a 2 ½ year period.

Beyond his corporate achievements, Charles is deeply committed to his community. He has served on the Board of Consultants for Portsmouth Abbey School, his alma mater, leading a $50 million capital campaign from 2006 to 2012 that successfully reached its goal. He is also an active board member of SailNewport, the Rhode Island State Police Museum Foundation, and Aritaur Communications, and he continues his involvement with the finance committee of Saint Mary's Church.

His passion for yacht racing mirrors his professional drive, where, as the principal of the Mahalo Yacht Racing Team, he led his team to win the 2015 Swan 42 North American Championship. His ability to inspire teamwork and achieve common goals is evident in his professional finance career and sailing pursuits.

Charles Kenahan's dedication to excellence, integrity, and effective communication has been pivotal in sustaining long-term relationships with clients, colleagues, and community members, establishing him as a leader in both his field and his philanthropic endeavors

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