Zachary W. Milam

Senior Financial Analyst

Zachary Milam is a senior financial analyst with Mercer Capital. Zach is involved in the valuation of public and private companies, as well as financial institutions, employee stock ownership plans, estate and gift tax planning, and other corporate entities.

As a member of the firm’s Investment Management Industry team, Zach publishes research related to the investment management industry and is a regular contributor to Mercer Capital’s blog, RIA Valuation Insights.

Professional Designations

  • Successfully completed all three levels of the Chartered Financial Analyst exam and may receive the charter upon completion of the required work experience (The CFA Institute)

Professional Activities

  • The Financial Consulting Group


  • University of Alabama, Tuscaloosa, Alabama (B.A., Economics)