Kevin Bruce CFA, CFP®, CKA®
Chief Strategy Officer

Kevin Bruce spearheads HFG’s strategic planning and growth initiatives, demonstrating an unwavering commitment to delivering continuous value to HFG clients. His efforts encompass orchestrating mergers and acquisitions, serving on the HFG Investment Committee, and implementing internal organizational improvements. Moreover, Kevin fosters an inviting environment for akin advisory firms to form partnerships with HFG.
With over 22 years of experience in the investment industry, Kevin has held various roles at HFG, including Chief Investment Strategist, Business Manager, and Wealth Advisor. His previous role as Chief Investment Officer at Bellatore Financial and his tenure as Founder and Chief Executive Officer of Waterside Wealth Advisors further highlight his extensive background. Before joining HFG, Kevin was an institutional investment analyst and consultant for some of the nation’s largest banks and independent broker-dealers.
Kevin holds esteemed designations, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP®), and Certified Kingdom Advisor (CKA®). He is a member of the CFA Society of Houston and has lived in Texas since 2013. Kevin is married with three children and dedicates his spare time to his family. He is also a competitive triathlete.