2024 NFL Pitchbook Planning Lunch & Presentation

Alex Kellison is the president of Heritage Capital Group, a leading investment banking firm based in Jacksonville, Florida.  His primary focus is on mergers and acquisitions, capital raising and formation, and strategic consulting and advisory for both domestic and international clients.  Alex has over 15 years of professional experience in corporate finance and accounting roles including investment banking, asset management, and internal auditing.

Alex has worked on hundreds of M&A transactions with an aggregate enterprise value in excess of $1 billion.  His primary areas of expertise are sell-side and buy-side M&A advisory as well as valuation analysis for closely-held businesses. He has worked in a variety of industries and business models including insurance, logistics & distribution, healthcare, construction, and manufacturing.   

Prior to joining Heritage, Alex was a Portfolio Manager at Morgan Stanley in Jacksonville, Florida, where he managed fixed income, equity, and alternative investment portfolios for institutional investors and high net worth individuals focusing on managing returns and risks for his clients.

He received his M.B.A. with a concentration in finance & accounting from Jacksonville University and his B.B.A in finance from the University of North Florida (“UNF”).  Alex has served as a mentor and faculty advisor at UNF’s Coggin College of Business since graduating in 2009.  Since then, he has mentored dozens of students on the topics of academic achievement and career development. 

Alex has lived in Northeast Florida for over twenty years and currently resides in Oakleaf Plantation with his wife, Erana, and two daughters, Shoshana and Gianna.  He enjoys playing golf and soccer, traveling, cooking, and spending time with friends and family. 

Alex is a member of the CFA Society of Jacksonville and holds the FINRA Series 7, Series 24, and Series 66 licenses.