/People

David Goerz

Founder

Founder at Powder

Capistrano Beach, California, United States

FoundedPowder · YC

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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 PowderYC W24

Intro paths

YC

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

GP

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 ↗

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Co-founders at Powder

SYSoo Yung Cho
DTDominic Tully
JP
Jukka PeltolaFounder
MR
Mikko RevonniemiFounder

Experience

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

Founder mafias

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