Zachary Kluz

Zachary Kluz is the Investment Analyst and Trader at Affiance Financial in Eau Claire, WI, where he manages daily trading-related functions, oversees trade order entries, maintains investment databases, and supports investment research and reporting for the firm’s portfolio. At Affiance Financial, he contributes to the investment department’s process across asset classes typically handled by the firm, including equity and fixed-income securities.

Prior to joining Affiance Financial in 2025, Zachary was a Student Fund Manager and Financial Analyst for the University of Wisconsin-Eau Claire College of Business, helping manage the university’s student-run investment account—an investment portfolio worth approximately $550 million—and gaining experience in portfolio analysis and student-led investment strategy. He further developed his expertise as a Private Equity Analyst at Next Haven Group, where he participated in strategic advisory competitions and private equity evaluation, placing among the top in student competitions.

Zachary holds a degree in Business Finance, with an Information Systems Certificate, from the University of Wisconsin-Eau Claire, complementing his analytical and technological approach to investment research. His professional skills center around equity analysis, fixed income, and private equity, with additional capability in investment database management and financial modeling. He is recognized for strong analytical acumen and active contributions to collaborative investment processes within the financial advisory sector.