Charles Kenahan, a distinguished wealth management expert from Rhode Island, brings over three decades of experience to his field, specializing in strategic asset allocation, risk assessment, and holistic portfolio management. His illustrious career was notably marked by his role as Managing Director at Morgan Stanley in Boston from June 1994 to December 2007. During this time, he adeptly managed the financial portfolios of high-net-worth individuals and major corporations, earning the title of Top Corporate Services Adviser for the Americas twice and leading a prominent Wealth Management Team.

1. Biography and career about Charles Kenahan
Charles Kenahan, a Rhode Island native, boasts over thirty-five years of experience
providing comprehensive wealth management guidance to individuals, multi-
generational families, and institutions. His expertise spans reasonable goal setting,
risk assessment, strategic asset allocation, hedging, and all facets of portfolio
management.
Morgan Stanley Years:
From June 1994 to December 2007, Charles served as Managing Director at Morgan
Stanley in Boston, Massachusetts. During his thirteen-year tenure, he dedicated
himself to addressing the financial needs of his clients, including high-net-worth
individuals, families with investable assets exceeding $5 million, and corporations.
His exceptional performance earned him the title of Top Corporate Services Adviser
for the Americas twice, alongside becoming a Wealth Management Team Leader.
Transition to Merrill Lynch:
In December 2007, Charles and 100% of his select clients transitioned to Merrill
Lynch, where he continued as a Managing Director until July 2019. Over twelve
years, he significantly grew the Team's Assets under Management (AUM) to surpass

2. $1 billion, solidifying his position as a prominent figure in New England's wealth
management landscape.
Notable Ventures:
Charles played a pivotal role in the Equity Recapitalization of True Temper Sports
between 2009 and 2012, alongside Providence Equity Partners and Newport Global
Advisors, achieving a remarkable 3X return with a 2 ½ year holding period.
Community Engagement:
Beyond his professional endeavors, Charles actively engages with his community.
He served on the Board of Consultants for his alma mater, Portsmouth Abbey
School, where his leadership as Capital Campaign Chair from 2006 to 2012
facilitated the successful completion of a $50 million campaign. Additionally, he
was honored as the 2017 Commencement Speaker, leaving a lasting impression on
the graduating class and their families.
Board Memberships and Philanthropy:
Charles's commitment extends to various boards, including Sail Newport, the Rhode
Island State Police Museum Foundation, Arthur Communications, and the historic
Saint Mary's Church Finance Committee.
Passion for Yacht Racing:
Charles's enthusiasm for yacht racing mirrors his dedication to his career. As the
principal of the Mahalo Yacht Racing Team, he has participated in numerous
regattas worldwide, clinching victory in the 2015 Swan 42 North American
Championship hosted by the New York Yacht Club.
Leadership and Integrity:
Charles Kenahan embodies a strong leadership mindset, characterized by his ability
to make informed decisions swiftly and communicate them confidently. His integrity
is the cornerstone of enduring relationships with clients, colleagues, teammates, and
his community.