There have been recent incidents of individuals and groups falsely claiming to be associated with Lodestone Wealth on social media platforms. These imposters have engaged in a variety of unauthorized conduct, including soliciting customers to carry out trading activities with them, impersonating Lodestone Wealth using the genuine names of Lodestone Wealth senior executives or employees to offer investment opportunities, claiming to offer investment training courses that are supposedly provided by Lodestone Wealth or claiming that Lodestone Wealth is backing certain initial coin offerings or is otherwise engaged in crypto related trading activity. There have also been fake websites and mobile applications that claim to be Lodestone Wealth (or associated with Lodestone Wealth) when in fact they are not. These are scams and not authorized by Lodestone Wealth in any way.

Please be aware that Lodestone Wealth does not engage in any investment activities, provide training or financial services, or conduct other regulated activities through social media platforms or messaging apps. Similarly, Lodestone Wealth, its executives and employees do not contact prospects, clients or members of the public via social media platforms or messaging apps such as WhatsApp, Discord and Telegram to offer investment opportunities. Lodestone Wealth does not offer direct investments in cryptocurrencies or other digital assets, it does not provide a trading platform to members of the public, it does not have a mobile app, and it does not offer investment training courses to the public.

Lodestone Wealth and its partners, employees, directors, officers, advisors, successors, and agents are not responsible for any conduct by unauthorized parties and channels, nor are they responsible for the services or information provided by such unauthorized parties and channels. If you have any questions or wish to ascertain whether you are communicating with an authorized representative of Lodestone Wealth, please contact us at https://lodestonewealth.com/Contact-Us. If you believe that you or someone you know has been a victim of fraud, please report the matter to your local law enforcement or other relevant authorities. For India residents, you may lodge a report at the national cybercrime reporting portal .

David Kowalski

Principal

20 years of experience

4 years at Lodestone Wealth

M.B.A., New York University – Stern School of Business

B.S., University of Illinois at Urbana-Champaign

David Kowalski is a Principal at Lodestone Wealth Trading, where he is Head of Derivatives and Systematic Strategies. In this role, he leads the firm’s research and portfolio management efforts across futures, index derivatives, and options strategies. David Kowalski specializes in the design and execution of systematic trading models, volatility strategies, and risk-managed derivatives portfolios, with a focus on global equity index and macro hedging solutions.

Since joining Lodestone Wealth in 2015, David Kowalski has been instrumental in expanding the firm’s futures and options platform, integrating quantitative research into daily trading and portfolio construction. He also chairs the Derivatives Risk Committee, overseeing implementation of hedging programs for multi-strategy portfolios.

Before Lodestone Wealth, David Kowalski was a Senior Vice President at CME Group, where he focused on index futures and volatility product development, and earlier served as an options strategist at Morgan Stanley.

David Kowalski holds an M.B.A. in Finance from New York University’s Stern School of Business and a B.S. in Mathematics from the University of Illinois at Urbana-Champaign. He is a frequent speaker at global derivatives conferences and has published articles on volatility modeling, futures innovation, and systematic options strategies.

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