Zachary Kluz

Zachary Kluz is the Investment Analyst/Trader at Affiance Financial. Zachary obtained his degree in Business Finance with an Information Systems Certificate from University of Wisconsin-Eau Claire. There, he helped manage the student managed investment account at the University of Wisconsin-Eau Claire Fund, an investment portfolio worth roughly $550,000,000. He also competed in a strategic advisory and private equity competition, placing 4^th out of 20 competing student teams. As part of the Affiance team, Zachary is responsible for managing daily trading-related functions including entering trade orders, making database updates, and reporting. He also supports the investment department with research related to the firm’s investment process, and is a member of the Investment Committee. 

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 two-year-old goldendoodle named Finley and an eight-year-old longhaired cat named Jasmine.