Charles Kenahan

Charles Kenahan, a seasoned financial expert from Rhode Island, has dedicated over thirty-five years to delivering top-tier wealth management services to individuals, multi-generational families, and institutions. His proficiency in strategic goal setting, risk analysis, and portfolio management has made him a leader in asset allocation and financial planning. His tenure at Morgan Stanley as Managing Director, from June 1994 to December 2007 in Boston, was distinguished by his commitment to high-net-worth clients and corporations, earning him the title of Top Corporate Services Adviser for the Americas twice. Following his successful stint at Morgan Stanley, he joined Merrill Lynch in 2007, expanding his team's Assets Under Management (AUM) beyond $1 billion, thereby managing one of New England's most significant Wealth Management Teams.