About
Charles Kenahan, hailing from Rhode Island, has over thirty-five years of experience in wealth management, specializing in advising high-net-worth individuals, families, and institutions. His expertise in strategic goal setting, risk assessment, and comprehensive portfolio management—including tactical and strategic asset allocation and hedging—has earned him a stellar reputation in the field. Notably, he served as Managing Director at Morgan Stanley in Boston from June 1994 to December 2007, where his outstanding service garnered him the title of Top Corporate Services Adviser for the Americas twice.
Work
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