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. In addition, Zach publishes research related to the asset management industry and is a regular contributor to Mercer Capital’s blog regarding the asset management community, RIA Valuation Insights.
Successfully completed Level II of the Chartered Financial Analyst exam (The CFA Institute)
- The Financial Consulting Group
- University of Alabama, Tuscaloosa, Alabama (B.A., Economics)