Zachary W. Milam, CFA

Vice President

Zachary Milam is a vice president 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 Activities

  • The CFA Institute

Professional Designations

  • Chartered Financial Analyst (The CFA Institute)


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