Alex Kellison

Principal

Alex is a principal at Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah. In addition to providing mergers and acquisitions advisory services, Alex is a member of Heritage’s capital markets team and helps clients with capital needs ranging from raising growth capital to strategic consulting for bankruptcies and liquidations. Recent transactions include the partnership of Coastal Insurance Underwriters with Constellation Affiliated Partners, the sale of EOM Public Works to USA Water and the sale of Power & Pumps to Motion & Control Enterprises.

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.