Alex is a principal 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. Recent transactions include the partnership of Coastal Insurance Underwriters with Constellation Affiliated Partners, the sale of Specialty Freight & Courier to Associated Couriers, Inc. and the sale of Maner Builders Supply to US LBM Holdings, LLC.
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.