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McKenna Management
McKenna Management is an accredited association management company founded in 1993 in Westford, Massachusetts.
McKenna Management
McKenna Management is an accredited association management company founded in 1993 in Westford, Massachusetts. The company provides full-service management and project management services to nonprofit trade associations and professional societies. Its services include board and committee management, financial management, and marketing and communications.
General information
Firm type
Private Equity
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Wheaton
Corporate office
101 E. Front Street, Suite 102, Wheaton, IL 60187
Principals
Charlie P. McKenna
President, Advisor
Charles B. McKenna
Advisor
Sector focus
Frequently asked questions
Who runs investment decisions at McKenna Capital?
President Charlie P. McKenna and advisor Charles B. McKenna together make recommendations and manage portfolios. Charlie P. McKenna shapes strategy using his PwC accounting and consumer-products operational background, while Charles B. McKenna contributes 25-plus years of M&A and executive-committee leadership from Crowe Horwath.
How does McKenna Capital construct client portfolios?
The firm uses an individually tailored process grounded in maximizing after-tax returns at an acceptable risk level. It integrates investment advisory and financial planning into a single mandate and executes through Schwab Advisor Services, which provides institutional trading, custody, and research access not generally available to retail Schwab investors.
Does McKenna Management function as a private equity firm?
Despite an older data tag labeling it 'Private Equity,' the firm's website and regulatory posture describe a registered investment advisor providing wealth planning and discretionary portfolio management to individuals and families. It does not market pooled private-equity funds or direct-company control transactions.
Is McKenna Capital a single-family office or a multi-family office?
It operates as an independent RIA serving multiple client households, not a dedicated single-family office. The firm describes its client base as individuals, families, entrepreneurs, professionals, and retirees, without disclosing a minimum asset threshold.
What regions and community ties anchor the practice?
The firm is headquartered in downtown Wheaton, Illinois, and serves the western Chicago suburbs. Both principals hold or held board roles at local institutions — including the Wheaton Chamber of Commerce, Outreach Community Ministries, Wheaton Bank and Trust, and the DuPage Foundation — reinforcing a concentrated regional client footprint.
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