Zachary W. Milam

Senior Financial Analyst



Zachary Milam is a senior financial analyst with Mercer Capital. Zach has valuation experience in engagements related to corporate planning and reorganizations, financial reporting, fairness opinions, litigation support, employee stock ownership plans, and estate and gift tax planning and compliance matters.

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

Education

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