Heritage Capital Group is pleased to announce that JP Allen has joined our growing company as a senior analyst. As part of Heritage’s transaction support team, JP will assist in planning and executing investment banking transactions.
JP brings a strong background in financial analysis and research to the Heritage team. Prior to joining Heritage, he was a supervisor at the Bank of New York Mellon, where he managed a team of analysts that prepared investment summary reports to be distributed to his client’s customers and other interested third parties. Earlier in his career, JP served as an analyst for Franklin Financial Planning, where he created models for clients, managed asset allocations, and researched individual securities and alternative investments to support investment recommendations. JP earned both his BS in finance and MBA from Stetson University.
“I look forward to leveraging my background as a financial analyst to better facilitate Heritage’s deal flow and support its principals,” JP announced. “I’m excited to work alongside some of the best in the business.”
“JP’s nearly decade of experience in corporate finance adds an excellent set of analytical skills to the team,” commented Chad Clark, Heritage’s director of investment banking services. “JP will enhance our ability to advise our clients as they make decisions to reach their long-term goals.”
