Zachary Kluz

Zachary Kluz is an Investment Analyst/Trader at Affiance Financial. He earned a Bachelor of Business Administration in Finance with an Information Systems Certificate from the University of Wisconsin-Eau Claire. There, he helped manage the university’s student-managed investment fund focused on long-only equity strategies. He also competed in strategic advisory and private equity case competitions, earning a fourth-place finish among 20 participating teams. As part of the Affiance team, Zachary is responsible for executing daily trading operations, maintaining investment databases, and supporting portfolio reporting initiatives. As a member of the investment team and the firm's Investment Committee, he helps evaluate opportunities across asset classes and global markets and contributes to research related to the firm’s investment process. 

Get to know Zachary—

• Zachary was born in Ann Arbor, Michigan.
• Zachary enjoys anything outdoors including hiking, hammocking, golfing, and having bonfires.
• He has a goldendoodle named Finley and a longhaired cat named Jasmine.