Charles Kenahan

Newport, Rhode Island United States

Managing Director/Financial Advisor

Charles Kenahan, a Rhode Island native, brings over thirty-five years of expertise in wealth management, focusing on high-net-worth individuals, families, and institutions. His specialty is strategic goal setting, risk assessment, and comprehensive portfolio management, mainly tactical and strategic asset allocation and hedging. His remarkable career began at Morgan Stanley in Boston, where he served as Managing Director from June 1994 to December 2007. During this time, he excelled in managing substantial client assets, earning the prestigious title of Top Corporate Services Adviser for the Americas twice.