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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Operose Advisors | Associate | Jun 2024 to Present | — |
| Northwestern Mutual | Investment Risk and Operations Intern | Apr 2023 to May 2024 | — |
| Strattec Security Corporation | Accounting Intern | May 2021 to Apr 2023 | — |
| Lowe's Companies, Inc. | Seasonal Sales Associate | May 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)
| Name | Role | Location |
|---|---|---|
| President and Chief Investment Officer | Milwaukee, WI , United States | |
| Managing Partner | Milwaukee, WI , United States | |
| Vice President - Investment Data and Reporting | Milwaukee, WI , United States | |
| Partner | Milwaukee, WI , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Principal | Capital Investment Services of America, Inc. | Milwaukee, WI , United States | |
B Brett Aarestad | Associate | Capital Investment Services of America, Inc. | Milwaukee, WI , United States |