Steven Bruce-Miller CFA, MBA
KHA’s founder, Steven Bruce-Miller, is an experienced financial services professional with over 25 years of experience in the Caribbean and North America, as well as in-depth expertise in investment analysis, portfolio management, and client services.
Early in his career, Steven served as the Trading & Investment Manager at Jamaica Money Market Brokers Limited (JMMB), where he played a pivotal role in shaping the company's investment and strategic decisions. As a consultant, he played a crucial role in establishing the front-office functions for the investment services companies JMMB established throughout the Caribbean. While at Morgan Stanley, he served as a Financial/International Client Advisor and Vice President on the Global Investment Manager Analyst team. In the latter role, he was tasked with initiating and providing ongoing due diligence for international investment managers on Morgan Stanley’s open architecture platform.
Steven advocates empowering individuals with financial education and often speaks at community events. He believes that financial literacy is a cornerstone for all and vital to the art of wealth creation. In 2018, he received a Certificate of Special Congressional Recognition for outstanding service to the community in Client Services and Financial Management.
Steven is a CFA Charterholder and holds an MBA in Finance from Rutgers Business School.