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

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, as well as implementing internal organizational improvements. Moreover, Kevin fosters an inviting environment for akin advisory firms to form partnerships with HFG.

With a wealth of experience spanning over 22 years 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 served as 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®). Kevin is a member of the CFA Society of Houston. Kevin, a resident of Texas since 2013, is married with three children. Outside of his professional pursuits, he dedicates his spare time to his family and is a competitive triathlete.

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