Go to team

Alex Kellison

Director

Alex is a director at Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah. He focuses on conducting value analyses, modeling, researching industry and economic trends, and providing support to principals engaged in valuations, mergers & acquisitions and strategic advisory services.

Prior to joining Heritage, Alex was a portfolio manager for a wealth management team at Morgan Stanley. He received his MBA, with a concentration in accounting & finance, from Jacksonville University. He is a member of the Chartered Financial Analyst Society of Jacksonville and has the FINRA Series 7 and Series 66 licenses.

 Alex Kellison
Location
Jacksonville, United States

Email
akellison@heritagecapitalgroup.com

Work phone
+1 904-354-9600

Mobile phone
+1 941-504-2772

Construction & Engineering Services | Logistics

Maner Builders Supply Co. has been acquired by US LBM Holdings, LLC

Learn more
Private Equity | Industrial Machinery & Components

Yown's Boiler Services has been acquired by Thermogenics

Learn more
Agriculture | Food & Beverage

Beacon Fisheries, Inc. has acquired The Seafood Shoppe, Inc.

Learn more