David Goerz - CEO & Chief Investment Officer @ Strategic Frontier Management

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Overview

Number of Current Board & Advisor Roles

Number of Founded Organizations

Primary Job Title CEO & Chief Investment Officer
Primary Organization
Strategic Frontier Management

Location Dana Point, California, United States
Regions Greater Los Angeles Area, West Coast, Western US
Gender Male

Website www.strategiccapm.com
LinkedIn View on LinkedIn

David Goerz is the CEO & Chief Investment Officer at Strategic Frontier Management.

Jobs

Number of Current Jobs

Number of Past Jobs

David Goerz

has

current jobs as

co-Founder & Chief Investment Officer

Powder

and

CEO & Chief Investment Officer

Strategic Frontier Management

. Additionally,

David Goerz

has had

past jobs including

EVP Head of Investment Strategy & Risk Management

Alberta Investment Management

Powder co-Founder & Chief Investment OfficerFeb 1, 2023
Strategic Frontier Management CEO & Chief Investment OfficerMar 2015

Organization Name	Title At Company	Start Date	End Date
Alberta Investment Management	EVP Head of Investment Strategy & Risk Management	Feb 2013	Feb 2015
HighMark Capital Management	SVP Chief Investment Officer	Oct 2003	2013
Highmark	Senior Vice President, Chief Investment Officer	Oct 2003	2013
Morningstar	Chief Investment Officer	Jun 2003	Oct 2003
mPower Advisors	SVP Chief Investment Officer	2002	2003
Wellington Management	VP Director of Global Asset Allocation and Portfolio Manager	Sep 1995	2003
TSA Capital	SVP, Partner, Research Director	1994	1995
ARCO Investment Management	Senior Investment Research Analyst & Portfolio Manager	Jul 1990	Sep 1994
Wellington Management	Chairman of the Asset Allocation Strategy Group	—	—

Board and Advisor Roles

Number of Current Board & Advisor Roles

Number of Past Board & Advisor Roles

David Goerz

holds

board and advisor roles as

Advisory Board Member

yiyaniQ

and

Investment Committee Member

Dynamic Planner

yiyaniQ Advisory Board MemberJan 1, 2024
Dynamic Planner Investment Committee MemberJun 1, 2018

Organization Name	Title At Company	Start Date	End Date
Axioma	Board of Directors	2003	2019
Bloom Energy	Board Director	2014	2015
Sulvaris	Board Director	2014	2015
Mismi	Board Director	2008	2014

Related Hubs

Hub Name	CB Rank (Hub)
Morningstar Alumni Founded Companies	93,526
Greater Los Angeles Area Companies With Fewer Than 10 Employees (Top 10K)	4,178
Greater Los Angeles Area Financial Services Companies (Top 10K)	13,072
Dana Point Companies	77,507
Greater Los Angeles Area Companies With Less Than $1M in Revenue (Top 10K)	15,366

Education

David Goerz

studied at

University of California, Los Angeles

and

Stanford University

University of California, Los Angeles BSApplied Mathematics19811985
Stanford University MSOperations Research Engineering19891990

Recent News and Activity

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