Join Date
February 2025
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About 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
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
Companies & Work
Powder
Powder is an AI tool that helps wealth advisors rapidly create sales proposals that are personalized for each prospective client. Using LLMs, Powder is able to automate a series of manual tasks such as understanding documents and conversations to create mind-blowing analysis that builds immediate trust.
Powder has 3 main features to automate sales workflows -
1. Brokerage, tax and estate document parser thats fast and accurate.
2. Meeting notetaker thats able to capture personalized insights.
3. Portfolio analysis tool that optimizes portfolio returns, risk and fees.
Our app saves hours of time and creates a pinpoint proposal that lifts a firm's ability to win new business.
Powder has 3 main features to automate sales workflows -
1. Brokerage, tax and estate document parser thats fast and accurate.
2. Meeting notetaker thats able to capture personalized insights.
3. Portfolio analysis tool that optimizes portfolio returns, risk and fees.
Our app saves hours of time and creates a pinpoint proposal that lifts a firm's ability to win new business.
