Atticus Frank, CFA, ABV

Vice President at Mercer Capital

Atticus Frank, CFA, ABV has extensive work experience in the fields of valuation, financial analysis, and strategic financial consulting. Beginning in 2014, they worked as a Financial Analyst at Mercer Capital, where they provided financial analysis for various engagements. In 2017, they were promoted to the role of Senior Financial Analyst, where they continued their work in financial analysis until 2018.

In 2018, Atticus joined D-R Media and Investments LLC as the Chief Financial Officer, overseeing the financial operations of the company. In 2019, they were promoted to the role of President - Sun Events, where they led the company's events division. Atticus held both positions until 2021.

Returning to Mercer Capital in 2021, Atticus became a Senior Financial Analyst, providing valuation services for estate and gift tax planning, transaction advisory services, and litigation support. In 2022, they were promoted to the role of Vice President, joining Mercer Capital's Family Business Advisory Services Group. In this role, they provide financial education, valuation, and strategic financial consulting to multi-generation family businesses. Additionally, Atticus writes for Mercer Capital's blog and contributes to their quarterly publication.

Overall, Atticus Frank, CFA, ABV has demonstrated expertise in valuation, financial analysis, and strategic financial consulting throughout their career.

Atticus Frank obtained their Bachelor's Degree in Economics with Honors, along with a minor in Political Science, from The University of the South. Atticus attended the university from 2010 to 2014. In addition to their undergraduate studies, they have also obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in July 2018. Furthermore, Atticus holds the Accredited in Business Valuation (ABV®) Credential from the AICPA, which they obtained in January 2022.

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Timeline

  • Vice President

    July, 2022 - present

  • Senior Financial Analyst

    January, 2021

  • Financial Analyst

    July, 2014