Zachary focuses on transfer pricing in the financial services space. He has significant experience in serving hedge fund, PE and real estate (including REIT) clients. Additionally, he specializes in assisting clients with compliance and documentation around the use of intercompany debt, including debt characterization analyses and arm’s-length interest rate benchmarking studies. Within Kroll Financial Services Transfer Pricing team, Zachary is a thought leader on intercompany debt best practices and development and maintenance of proprietary Excel and Visual Basic for Applications (VBA)-based models for transfer pricing and intercompany debt purposes.
Zachary received a BBA with concentrations in finance and analytic consulting from Emory University’s Goizueta Business School. He is also a Chartered Financial Analyst (CFA) charterholder from the CFA Institute.
