Captain David Harvey was brought on board in February 2020 and he assists James and George with investment research & analysis, and trading strategies at the firm’s trading department. Mr. Harvey began his career with NASA on the Space Shuttle Program, became an Air Force Pilot, and is currently an International Captain for American Airlines. He has also served as the Vice-President of the Cornelia de Lange Syndrome (CdLS) Foundation. David has a degree in Aerospace Engineering from Iowa State University, a Master of Aeronautical Science, and is near completion of an MBA. He has completed his Series 65 Licensing Exam at the firm and is in weekly discussions with the investment team at the firm.
David has worked indirectly with James for many years on the development of the firm’s investment philosophies and has become a crucial member of the GERLoftin Team. He is a true “numbers guy” and loves the technical analysis side of investment research. He has a wealth of knowledge in many areas and enjoys sharing it with others. He has lived in Cumming for over 16 years and loves his country, Georgia, his friends, and his neighbors. He is a retired Air Force Officer and a 3rd generation veteran. He was even born on the 4th of July.
David lives in Cumming with his wife of 25 years, Livia, and his children Austin, Katherine, and Andrew.
David Harvey is solely an investment advisor representative of GerLoftin Wealth Advisors, LLC., and is not affiliated with LPL Financial.