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Alexander Mertens

Director of Strategy, Office of the CEO

Alexander Mertens

Alexander Mertens serves as the Director of Strategy for Elevation Financial Group. Reporting to the CEO, Alexander’s primary focus is to advance the highest priorities and initiatives of the firm and provide financial and strategic analysis for new business opportunities. In his role, Alex serves as asset manager for the firm’s priority assets, oversees capital stack restructuring and implementation efforts, and conducts fund and business analysis for Elevation’s executive team. Additionally, he works closely with Elevation’s Investments and Operations teams to develop and implement sustainable business plans and optimize portfolio performance.

Before being elevated to his current role, Alex served as a Senior Financial Analyst with Elevation Financial Group. In his role, Alex set himself apart as an integral member of the investments team, where he conducted underwriting, due diligence, and debt financing of strategic acquisitions.

Prior to joining Elevation, Alex served in several key roles with two major statewide campaigns, including financial oversight, logistics, coordination, and compliance. As financial operations manager for the Chris King for Florida Campaign, Alex was responsible for overseeing campaign transactions, drafting internal and external accounting & compliance reports, and providing strategic insight for short- and long-term financial planning.

As an undergraduate student, Alex was Elevation’s first intern, where he assisted with investor relations and content development for the Elevation Scholars, a best-in-class initiative to provide high potential, high need students with access, guidance, and support into and through the nation’s top colleges and universities.

Alex earned his bachelor’s degree from the Burnett Honors College at the University of Central Florida in 2018 with a dual major in Finance and Economics. Originally from Wisconsin, Alex currently lives in Winter Garden with his fiancée, Melissa, and their two rescue dogs. He attends Mary, Queen of the Universe Church in Orlando.


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