Where does David Goerz work?

David Goerz is Founder of Powder.

Where did David Goerz go to school?

David Goerz studied at Stanford University (MS, Operations Research Engineering); UCLA (BS, Applied Mathematics); Y Combinator.

David Goerz

Founder

Founder at Powder

Capistrano Beach, California, United States

FoundedPowder · YC

About

David Goerz is co-founder and chief investment officer of Powder Finance, an AI sales platform for wealth advisors. He spent 33 years managing portfolio strategies for institutional asset owners, overseeing mandates up to $30 billion, with experience in quantitative equity analysis, return forecasting, and risk management, and chaired investment committees.

Founder at Powder YC W24

Intro paths

David went through Y Combinator (Winter 2024) — any YC alum in your network can reach them through the YC community.

Their group partner at YC was Garry Tan, President & CEO of Y Combinator — the partner who ran Powder's batch and knows the company first-hand. YC profile ↗

→

In turn, David can intro founders to Powder's investors below.

Powder's investors · 7

Alven Capital General CatalystSan Francisco · $30M checks Secocha VenturesMiami SerenaParis · $108K – $16.2M checks Slow VenturesSan Francisco · $50K – $1M checks TRAC (Third Round Analytics Capital)San Francisco · $250K – $2M checks Y CombinatorSan Francisco · $500K checks · since 2024

Co-founders at Powder

Kanishk ParasharFounder

Soo Yung ChoFounder

Dominic TullyFounder

Soo-Yung ChoFounder

Experience

Strategic Frontier ManagementCEO & Chief Investment Officercurrent2015 — presentDana Point, CA
Powderco-Founder & Chief Investment Officercurrent2023 — presentDana Point, CA
Alberta Investment Management Corporation (AIMCo)EVP, Investment Strategy & Risk Management2013 — 2015Edmonton, AB Canada
MUFG Union Bank (Highmark Capital Management)SVP Chief Investment Officer2003 — 2013San Francisco, CA
mPowerSVP Chief Investment Officer2002 — 2003San Francisco, CA
Wellington ManagementVP, Director of Global Asset Allocation Research and Portfolio Manager1995 — 2002Boston, MA
TSA Capital ManagementSVP/Partner, Senior Investment Strategist and Research Director1994 — 1995Los Angeles
ARCO Investment Management CompanySenior Quantitative Analyst & Portfolio Mgr1990 — 1994Greater Los Angeles Area
General DynamicsResearch Engineer, Operations Research Group1986 — 1989Pomona, CA

Skills & more

Mathematics4Monte Carlo SimulationOperations ResearchSystems EngineeringQualitative ResearchGlobal Tactical Asset AllocationVenture CapitalInvestments62Asset Allocation72Asset Management47Portfolio Management54Portfolio Optimization16

+12 more

Investment StrategiesRisk ManagementEquitiesRisk AssessmentFinancial AdvisoryFinancial AnalysisAlternative InvestmentsInvestment AdvisoryFounderMarket ForecastChief Investment OfficerEquity Portfolio

Series 65: Uniform Investment Adviser Law Examination — FINRA

From David's professional profile.

Frequently asked questions

Who is David Goerz?: David Goerz is co-founder and chief investment officer of Powder Finance, an AI sales platform for wealth advisors. He spent 33 years managing portfolio strategies for institutional asset owners, overseeing mandates up to $30 billion, with experience in quantitative equity analysis, return forecasting, and risk management, and chaired investment committees.
Where does David Goerz work?: David Goerz is Founder of Powder.
What companies did David Goerz found?: David Goerz founded Powder.
Where did David Goerz go to school?: David Goerz studied at Stanford University (MS, Operations Research Engineering); UCLA (BS, Applied Mathematics); Y Combinator.