Heritage Capital Group
Alex Kellison is a Director at Heritage Capital Group, one of Oaklins' US member firms. 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 Capital Group, Alex was a Portfolio Manager for a wealth management team at Morgan Stanley. Alex received his MBA with a concentration in Accounting & Finance from Jacksonville University. Alex 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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