David Goerz

David Goerz is the Co-Founder and Chief Investment Officer of Powder Finance, an artificial intelligence wealthtech startup based in Los Altos, California. Over a 33-year career in institutional asset management, he has overseen portfolio strategies and risk management for large-scale mandates reaching up to $30 billion in total assets. Prior to launching his current venture in 2023, Goerz served as Chief Executive Officer and chaired investment committees while holding senior leadership roles at Strategic Frontier Management, HighMark Capital Management, and Wellington Management. His historical domain expertise encompasses pioneering innovations in quantitative equity research, return forecasting, and the development of advanced portfolio optimization frameworks. Today, his primary focus is building an AI sales co-pilot that streamlines wealth advisory processes by automating complex financial holdings extraction, portfolio risk assessment, and data summarization for independent financial advisors.