Zachary Kluz

Zachary Kluz is the Investment Analyst/Trader at Affiance Financial. 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. 

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 4th out of 20 competing student teams.

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.