Heritage Capital Group
Alex is a Director at Heritage Capital Group, Oaklins' member firm in Jacksonville. 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 holds the FINRA Series 7 and Series 66 licenses.
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