David Luo, CFA
||Investment & Trust Services Portfolio Manager
Memorial Square Office
20 South Main Street, P.O. Box 6010
Chambersburg, PA 17201
(717) 261-3694 | (888) 264-6116
As a portfolio manager, David is responsible for investment research; portfolio construction and maintenance for individuals, corporations and non-profit organizations; 401(k) plan investment options; and securities trading activities. Additionally, he supports research and analysis within our fixed income investment process and provides support for relationship managers. He will also make group presentations on investment management.
Prior to joining F&M Trust, he was employed as an equity analyst for SMG Fund at Boston University, financial analyst for Friendly’s Ice Cream Corporation, and most recently at National Grid USA in New York where he was a senior financial analyst.
Having graduated cum laude with a Bachelor of Arts degree in Quantitative Economics and magna cum laude with a BS/MS in Electrical Engineering from Tufts University, David earned his MBA in Corporate Finance and Investment Management from Boston University. He holds a Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.
< < Back to Investment & Trust Services Relationship Managers list