David Goerz
CEO & Chief Investment Officer
 

DAVID GOERZ has more than 29 years of global investment management experience in various investment leadership and portfolio management roles, including as Chief Investment Officer since 2002.  David managed teams of investment professionals, including portfolio managers, analysts, product management, and traders, as well as chairing asset allocation committees since 1997. He also managed portfolio strategies for clients worldwide since 1991 in global tactical asset allocation, currency, long-short, quantitative equity, and venture capital. He pioneered innovations in strategic and tactical asset allocation, portfolio optimization, return forecasting, hedging/derivatives, and risk management.  He also pioneered development of portfolio management systems for transition and completion fund management beginning in 1994. 
 

David is CEO & Chief Investment Officer of Strategic Frontier Management, which he founded in 2015 and incorporated in March of 2016 as an independent investment adviser and asset management consulting company providing investment strategy advice, asset allocation portfolio solutions, and asset management consulting to asset owners and their advisors. Strategic Frontier Management become a California Registered Investment Adviser in February 2017.

Strategic Frontier Management, Danville, CA – 2015 to Present  

CEO & Chief Investment Officer

Alberta Investment Management Corporation (AIMCo), Edmonton, Alberta, Canada – 2013 to 2015

EVP, Head of Investment Strategy and Risk Management

Chair - Management Investment and Tactical Risk Allocation Committees

Lead PM Strategic Opportunities (VC) portfolio

AIMCo is the manager of pension and sovereign wealth fund assets of the Province of Alberta with over C$90 billion under management.

 

HighMark Capital Management, San Francisco, CA – 2003 to 2013

SVP, Chief Investment Officer

Chair - Asset Allocation and Investment Policy Committees

HighMark is the wholly owned U.S. multi-asset class investment subsidiary of MUFG Union Bank with assets ranging from $16 to $25 billion over this period for institutional, high net worth, and mutual fund clients

mPower Advisors, San Francisco, CA – 2002 to 2003

SVP, Chief Investment Officer

Chair - Investment Research Committee

mPower Advisors provided Retirement Plan Services including investment advice and asset allocation guidance for Individual retirement participants. Morningstar Associates,  known today as Morningstar Investment Management, acquired mPower Advisors in July 2003. 

Wellington Management Company, Boston, MA – 1995 to 2002

VP, Director of Global Asset Allocation Research and Portfolio Manager

Chair - Asset Allocation Strategy Group, named Associate Partner, January 1998

Global asset manager of separate accounts, collective trusts, and sub-advised mutual funds with assets of $310B as of 2002.

TSA Capital Management, Los Angeles, CA – 1994 to 1995

SVP/Partner, Senior Investment Strategist and Research Director

TSA Capital Management, which was acquired in February 1996 by Analytic Investors and today is a wholly owned subsidiary of Wells Fargo & Company. had approximately $2.5 billion in assets as of April 1994, and was an SEC registered investment advisor.  

ARCO Investment Management Company, Los Angeles, CA – 1990 to 1994

Senior Quantitative Analyst

AIMCO was the pension subsidiary of ARCO managing over $2.5B in assets.

David has served on the Board of Directors and Chair of the Compensation Committee for Axioma, Inc. (2004-2019), Board of Directors for Mismi, Inc. (2010-2014), Board of Directors for Bloom Energy (2014), Board of Directors for Institutional Investors Roundtable, (2014-2015), and the Strategic Advisory Board of the CFA Society of San Francisco (2007-2013). In 2018, he was appointed to the Investment Committee for Distribution Technology, Ltd. (UK) dba Dynamic Planner. He also is a member of the CFA Institute and the Chicago Quantitative Alliance (CQA). He has  frequently appeared on CNBC, Fox Business News, as well as Bloomberg TV and Radio focusing on global investment strategy, macroeconomic outlook, capital markets forecasts, currencies, as well as stock, risk factor, and sector recommendations.

He received his BS from UCLA in Applied Mathematics and a MS in Operations Research Engineering from Stanford University.

  • Twitter Clean

Visit

Danville, CA 94506

Call

T: (925) 785-9584

Twitter

@strategicCAPM

© 2017 by

Strategic Frontier Management

See our amended Privacy Policy for information regarding SFM's GDPR Data Privacy