Alex is the President of Heritage Capital Group, Oaklins’ member firm in Jacksonville and Savannah. His strategic focus is on managing the overall growth and development of the firm by making deal teams more efficient and effective.
Prior to becoming president, Alex was a principal at Heritage, where he provided mergers and acquisitions advisory, capital raising, valuation, and strategic consulting services. His transaction experience includes 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.
Before joining Heritage, Alex was a portfolio manager at Morgan Stanley, where he performed equity and fixed income research to help individual and institutional wealth management clients manage their portfolios.
Alex 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, Series 24, and Series 63 licenses.
