Kevan Melchiorre co-founded Tenet Wealth Partners (https://tenetwealthpartners.com) in 2021 with a focus on delivering a premier client experience, supported by an innovative and fully integrated approach to wealth planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner with over 14 years of wealth management experience, Kevan partners with affluent individuals and families to help align their capital with their unique intentions and goals.
Kevan previously served as Managing Director and Private Wealth Advisor for a regional bank, working closely with his clients on personalized wealth plans and investment strategies, in addition to serving in multiple team leadership roles, expanding services and solutions for clients across the organization’s footprint. Prior to his nearly nine years at Busey Wealth, Kevan worked in the asset management and private wealth management areas of Goldman Sachs, serving the needs and goals of ultra-high-net-worth individuals and families.
Kevan has been recognized nationally by Forbes as a top Wealth Advisor in multiple years. Most recently he was named to the 2021 Forbes Best-in-State Wealth Advisors list for Illinois. Additionally, he was named as a Forbes Next Gen Best-in-State Wealth Advisor for Illinois in 2019. Kevan has been quoted in numerous national publications for his financial expertise and insight, including Forbes, Barron’s, The Huffington Post, Business Insider, Fortune, and U.S. News & World Report.
Kevan is a graduate of the University of Miami (Fla.) with a degree in Finance and is a member of the Financial Planning Association of Illinois.
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Specialties and Expertise
9
Tax Minimization Investment Strategies
Cash Flow Analysis
Portfolio Construction
Philanthropic Planning and Giving
High Net Worth Planning
Ultra High Net Worth Planning
Retirement Income
Succession Planning
College Planning
Clientele
11
Retirees
Dentists
Doctors
Business Owners
Healthcare Workers
Corporate Executives
Real Estate Agents
Wealthy Families
Inheritors
High Net Worth Individuals
Ultra High Net Worth Individuals
Credentials and Designations
1
Certified Financial Planner™
Education
1
University of Miami (Coral Gables)Bachelor of Business Administration (BBA). Finance major.Year Obtained: 2006
Job History
3
Busey Wealth ManagementManaging Director & Private Wealth Advisor2012-2021
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