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Home/Team/Zachary Winkle

Zachary Winkle

Zachary Winkle

Associate

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[email protected] 714.380.3303

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Since joining Acuity, Zach’s strong work ethic and positive values have been the foundation for his work with the firm’s clients, both public and privately-held / middle-market companies. He supports senior members in Employee Stock Ownership Plan (ESOP) transactions / valuations and fair value engagements by developing valuation models, researching public companies, studying M&A market trends, and conducting economic / industry research. He has developed experience across a wide range of sectors, including contractors, distributors, manufacturers, engineering firms, logistics companies, and agricultural operators.

Zach began his path to finance at Cal Poly Pomona, where he graduated first in his class and led collegiate teams to success in regional CFA valuation and portfolio management competitions.

Education

  • B.S., Business Administration with a focus in Finance, California State Polytechnic University, Pomona

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