Kevin Bruce CFA, CFP®, CKA®
President
Chief Investment Officer
Kevin Bruce is President and Chief Investment Officer with more than 25 years of experience in investment management, portfolio construction, and strategic leadership.
Prior to his current role, he managed the alternative investment platform for a $60 billion registered investment advisory firm. He has also provided institutional due diligence and consulting to leading banks and independent broker-dealers. He has held senior roles in investment strategy and wealth management, including Chief Investment Officer at Bellatore Financial, as well as Chief Strategy Officer, Investment Strategist, and Wealth Advisor at HFG Wealth Management.
Kevin is a CFA Charterholder, a Certified Financial Planner professional (CFP®), and a Certified Kingdom Advisor (CKA®), and is a member of the CFA Society Houston. Outside of work, Kevin enjoys spending time with his wife and three children.
