DAVID GOERZ

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