Luo Joins F&M Trust As Portfolio Manager
Joining the bank with more than 10 years of financial services experience, Luo began his career as a financial analyst intern at Morrison Informatics in Mechanicsburg. He has also worked as an equity analyst for SMG Fund at Boston University, financial analyst for Friendly’s Ice Cream Corp,, and most recently at National Grid USA in New York where he was a senior financial analyst. As investment & trust services portfolio manager, Luo is responsible for investment research; portfolio construction and maintenance for individuals, corporations and nonprofit organizations; 401(k) plan investment options; and securities trading activities. He will also make group presentations on investment management.
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, Luo 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. A resident of Carlisle, he has been active in Habitat For Humanity as well as his church.