2x founder

David Goerz

CEO & Chief Investment Officer of Strategic Frontier Management, Co-Founder & CIO of Powder Finance (YC W24)

Co-founder

Powder· Winter 2024🇺🇸 Capistrano Beach, California, United States

in LinkedIn 𝕏 @StrategicCAPM

2023Co-founder· Powder

Founder · since 2015

Company

Powder

Role

co-Founder & Chief Investment Officer

current

Stage

—

no public source

Raised

—

no public source

Based

Dana Point, California, United States

current

Founder / co-founder — the company's markEmployee / research role

Source: LinkedIn work history

Profile coverage5 of 7 · missing posts, contact

Powder

AI Agents for precise document analysis

Winter 2024

Experience

Career

Strategic Frontier Management
Founder
CEO & Chief Investment Officer · Dana Point, California, United States · 2015 – Present
2015
Powder
Co-founder
co-Founder & Chief Investment Officer · Dana Point, California, United States · 2023 – Present
2023
Alberta Investment Management Corporation (AIMCo)
EVP, Investment Strategy & Risk Management · Edmonton, AB Canada · 2013 – 2015
2013
MUFG Union Bank (Highmark Capital Management)
SVP Chief Investment Officer · San Francisco, CA · 2003 – 2013
2003
mPower
SVP Chief Investment Officer · San Francisco, CA · 2002 – 2003
2002
Wellington Management
VP, Director of Global Asset Allocation Research and Portfolio Manager · Boston, MA · 1995 – 2002
1995
TSA Capital Management
SVP/Partner, Senior Investment Strategist and Research Director · Los Angeles · 1994 – 1995
1994
ARCO Investment Management Company
Senior Quantitative Analyst & Portfolio Mgr · Greater Los Angeles Area · 1990 – 1994
1990
General Dynamics
Research Engineer, Operations Research Group · Pomona, CA · 1986 – 1989
1986

Bio

Co-founder & Chief Investment Officer for Powder Finance, which is building an AI Sales co-Pilot for wealth advisors to automate gathering financial holdings, analyze portfolios, assess risk tolerance, and summarize data to engage faster and efficiently. He managed portfolio strategies for institutional asset owners for 33 yrs on mandates up to $30B in assets with pioneering innovations in quantitative equity and return forecasting, optimization and risk management. Chair, Investment Committees