President
Current
Jan 2024 - Present
AeroLeads people directory · profile
Alex Kellison Email & Phone Number
President and Principal at Heritage Capital Group
at
Heritage Capital Group
1 work email found
@heritagecapitalgroup.com
4 phones found area 941 and 717
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
President and Principal at Heritage Capital Group
Location
Jacksonville, Florida, United States
Company size
Who is Alex Kellison? Overview
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Quick answer
Alex Kellison is listed as President and Principal at Heritage Capital Group at Heritage Capital Group, a company with 28 employees, based in Jacksonville, Florida, United States. AeroLeads shows a work email signal at heritagecapitalgroup.com, phone signal with area code 941, 717, and a matched LinkedIn profile for Alex Kellison.
Alex Kellison previously worked as President at Heritage Capital Group and Principal at Heritage Capital Group. Alex Kellison holds Master Of Business Administration (Mba), Accounting And Finance from Jacksonville University.
Company email context
Email format at Heritage Capital Group
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{first_initial}{last}@heritagecapitalgroup.com
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AeroLeads found 1 current-domain work email signal for Alex Kellison. Compare company email patterns before reaching out.
Profile bio
About Alex Kellison
Alex Kellison is a President and Principal at Heritage Capital Group at Heritage Capital Group. He possess expertise in financial analysis, portfolio management, financial modeling, finance, investments and 15 more skills.
Listed skills include Financial Analysis, Portfolio Management, Financial Modeling, Finance, and 16 others.
Current workplace
Alex Kellison's current company
Company context helps verify the profile and gives searchers a useful next step.
Heritage Capital Group
6 roles
Alex Kellison work experience
A career timeline built from the work history available for this profile.
Principal
Current
Jan 2021 - Present
Director Of Investment Banking Services
Jul 2018 - Jan 2021
Investment Banking Analyst
- Work with investment bankers and business owners in buy side and sell side M&A transactions- Provide strategic consulting to business owners- Build financial models to assess business value- Generate pitch books and other marketing materials- Assist in due diligence and negotiation
Feb 2014 - Jan 2021
Portfolio Manager / Financial Advisor
- Part of a portfolio management team with approximately $350 million in assets under management- Responsible for idea generation and general portfolio management, reporting, and tracking- Executed trades on a discretionary basis- Managed fixed income, equity, and alternative investment portfolios- Outperformed benchmarks for various portfolios under.
Mar 2010 - Jan 2014
Auditor
- Audited the financial statements and closing documents of over 3,000 title agents in the Pacific Northwest region- Researched discrepancies and worked with title agents to maintain compliance - Helped to form standards for a newly-created audit group headquartered in Jacksonville, Florida
Jul 2009 - Mar 2010
Team & coworkers
Colleagues at Heritage Capital Group
Other employees you can reach at heritagecapitalgroup.com. View company contacts for 28 employees →
MM
Mary Merrill
Colleague at Heritage Capital GroupJacksonville Beach, Florida, United States, United States
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HS
Hannah Solomon
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
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MF
Mary Frosio
Colleague at Heritage Capital GroupMetro Jacksonville, United States
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SH
Serxhi Hyska
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
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DW
Donald Wiggins
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
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BS
Bill Skinner
Colleague at Heritage Capital GroupSavannah, Georgia, United States, United States
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DE
Daniel Edelman, Cpa
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
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JP
John Pregulman
Colleague at Heritage Capital GroupDenver, Colorado, United States, United States
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JA
Jason Assi
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
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AC
Asok Chaudhuri
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
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Mary Merrill
Colleague at Heritage Capital GroupJacksonville Beach, Florida, United States, United States
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HS
Hannah Solomon
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
View →
MF
Mary Frosio
Colleague at Heritage Capital GroupMetro Jacksonville, United States
View →
SH
Serxhi Hyska
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
View →
DW
Donald Wiggins
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
View →
BS
Bill Skinner
Colleague at Heritage Capital GroupSavannah, Georgia, United States, United States
View →
DE
Daniel Edelman, Cpa
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
View →
JP
John Pregulman
Colleague at Heritage Capital GroupDenver, Colorado, United States, United States
View →
JA
Jason Assi
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
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AC
Asok Chaudhuri
Colleague at Heritage Capital GroupJacksonville, Florida, United States, United States
View →
2 education records
Alex Kellison education
Master Of Business Administration (Mba), Accounting And Finance
Bachelor Of Business Administration (B.B.A.), Finance, Investments
FAQ
Frequently asked questions about Alex Kellison
Quick answers generated from the profile data available on this page.
What company does Alex Kellison work for?
Alex Kellison works for Heritage Capital Group.
What is Alex Kellison's role at Heritage Capital Group?
Alex Kellison is listed as President and Principal at Heritage Capital Group at Heritage Capital Group.
What is Alex Kellison's email address?
AeroLeads has found 1 work email signal at @heritagecapitalgroup.com for Alex Kellison at Heritage Capital Group.
What is Alex Kellison's phone number?
AeroLeads has found 4 phone signal(s) with area code 941, 717 for Alex Kellison at Heritage Capital Group.
Where is Alex Kellison based?
Alex Kellison is based in Jacksonville, Florida, United States while working with Heritage Capital Group.
What companies has Alex Kellison worked for?
Alex Kellison has worked for Heritage Capital Group, Morgan Stanley Wealth Management, and Fidelity National Financial.
Who are Alex Kellison's colleagues at Heritage Capital Group?
Alex Kellison's colleagues at Heritage Capital Group include Mary Merrill, Hannah Solomon, Mary Frosio, Serxhi Hyska, and Donald Wiggins.
How can I contact Alex Kellison?
You can use AeroLeads to view verified contact signals for Alex Kellison at Heritage Capital Group, including work email, phone, and LinkedIn data when available.
What schools did Alex Kellison attend?
Alex Kellison holds Master Of Business Administration (Mba), Accounting And Finance from Jacksonville University.
What skills is Alex Kellison known for?
Alex Kellison is listed with skills including Financial Analysis, Portfolio Management, Financial Modeling, Finance, Investments, Valuation, Bloomberg Terminal, and Morningstar.
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