Zum Team

Alex Kellison


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
Jacksonville, Vereinigte Staaten


+1 904-354-9600

+1 941-504-2772

Construction & Engineering Services | Logistics

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

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Private Equity | Industrial Machinery & Components

Yown's Boiler Services has been acquired by Thermogenics

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Agriculture | Food & Beverage

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

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