Fairport Wealth David Yi Luo

David Yi Luo, CFA®


Before joining FMA, David was an investment portfolio manager with F&M Bank and Trust Co., Camp Hill, PA. Prior to that, he was Senior Financial Analyst at National Grid USA, Brooklyn, NY and Chief Financial Officer at TRAC, Camp Hill, PA.

David holds a MS/BS in Electrical Engineering and BA in Quantitative Economics from Tufts University and an MBA from Boston University. Additionally, David serves on the adjunct faculty at Penn State University, Shippensburg University John Grove School of Business and Dickinson College Mathematics Department. He is a CFA® charter holder.

He is the current Vice Chairperson of The Real Estate Collaborative and his most recent past community involvement includes Safe Harbor Carlisle, Cumberland Area Economic Development Corporation and Habitat for Humanity.

Insights from the Fairport Team

Harrisburg PA Client Team