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Zach Bachinski

Zach Bachinski

Associate at Operose Advisors LLC

Milwaukee, WI , United States

About

Zach Bachinski is an Associate at Operose Advisors LLC in Milwaukee, WI, where he is responsible for investment data management, market research, and investment due diligence as part of the firm's institutional-quality advisory services for small and mid-market clients. His role emphasizes analyzing investment opportunities and supporting portfolio management decisions, particularly in the context of research-driven processes and reporting for private investments. While at Operose, his focus has included private investment strategies, leveraging his background working on private investments and risk operations.

Prior to joining Operose Advisors in 2024, Zach was an Investment Risk and Operations Intern at Northwestern Mutual, where he supported the company’s private investments team with risk analysis and operational diligence. He also held an accounting internship at Strattec Security Corporation, providing a foundation in financial reporting and corporate accounting.

Zach holds a Bachelor of Business Administration with Honors in Finance from the University of Wisconsin–Milwaukee, graduating summa cum laude and earning a certificate in investment management. He is also a CFA Level I candidate, highlighting his commitment to professional development and expertise in the investment industry, especially in investment risk, private markets, and operational processes.

Career History

OrganizationRoleDate RangeDetails
Operose AdvisorsAssociateJun 2024 to Present
Northwestern MutualInvestment Risk and Operations InternApr 2023 to May 2024
Strattec Security CorporationAccounting InternMay 2021 to Apr 2023
Lowe's Companies, Inc.Seasonal Sales AssociateMay 2020 to Aug 2020

Education

University of Wisconsin-Milwaukee

Honors Degree in Finance, Investment Managment Certificate Program

2020 2024

Others at Operose Advisors LLC (4)

NameRoleLocation
Dan Stier
Dan Stier
President and Chief Investment OfficerMilwaukee, WI , United States
Nicholas Bauer
Nicholas Bauer
Managing PartnerMilwaukee, WI , United States
Jason Kausalik
Jason Kausalik
Vice President - Investment Data and ReportingMilwaukee, WI , United States
Skip McGregor
Skip McGregor
PartnerMilwaukee, WI , United States

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