David Goerz has more than 30 years of global investment management experience in various investment leadership and portfolio management roles, including as Chief Investment Officer since 2002. He has chaired investment committees since 1997 and managed various strategies for institutional, mutual fund, and high net worth clients worldwide as portfolio manager since 1991. His distinguished track record spans global tactical asset allocation, currency management, quantitative equity strategies, global bonds, long-short macro and equity portfolios, and venture capital. He pioneered innovations in quantitative return forecasting, portfolio optimization, strategic asset allocation policy, risk management, derivatives, securities trading, as well as pioneering Completion and Transition Fund Management in the mid-1990s. 

David founded Strategic Frontier Management in 2015 to provide global asset allocation, investment strategy, asset class return and risk forecasts, and other advisory services to retirement plans, family offices, endowments, foundations and other asset owners, as well as their investment advisors. SFM utilizes its specialized proprietary global tactical and strategic asset allocation return and risk forecasting to provide custom optimized global multi-asset portfolio strategy allocation solutions. Strategic Frontier has been a registered investment advisor since 2017. 

David was EVP, Head of Investment Strategy & Risk Management for Alberta Investment Management (2013–2015). AIMCo manages Alberta’s pension, endowment, and sovereign wealth funds exceeding C$100 billion. He was Portfolio Manager of AIMCo’s Global Tactical Asset Allocation and Currency Overlay, and the C$840 million Strategic Opportunities (venture capital) Fund. David also chaired both the Management Investment Committee and the Tactical Risk Allocation Committee. 

Previously, David was SVP/Chief Investment Officer of HighMark Capital Management, a subsidiary of MUFG Union Bank (2003 – 2013). He oversaw the global multi-asset class investment team of 45 professionals managing institutional, mutual fund, and high net worth assets of up to $26 billion. He chaired HighMark’s Asset Allocation and Investment Policy Committees, and was portfolio manager of Global Tactical Asset Allocation and U.S. Equity mutual funds. As SVP/Chief Investment Officer of mPower Advisors and subsequently Morningstar Associates, he managed the investment research teams and chaired the investment committee providing internet-based investment advice to retirement plans of many Fortune 500 companies (2002-2003). He also held positions as Director of Global Asset Allocation Research and Portfolio Manager for Wellington Management Company (1995-2002), Partner, Senior Investment Strategist and Research Director with TSA Capital Management (1994-95), as well as Research Analyst and Portfolio Manager for ARCO Investment Management (1990-94). 

David served on the Board of Directors and chaired the Compensation Committee for Axioma, Inc. since 2004, which was acquired by Deutsche Borse and General Atlantic in 2019. He also served on the Board of Directors for Bloom Energy, Ogin Energy, and the Strategic Advisory Board of the CFA Society of San Francisco (2007-2013). 

On winter weekends, David is a Alpine Ski Patroller with National Ski Patrol at Big Bear Bear Mountain Resort. 

He has regularly appeared on CNBC, Fox Business News, and Money Life, as well as Bloomberg TV and Radio focusing on global market outlook and investment strategy. 

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