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 .

Richard Tremblay

Principal

15 years of experience

4 years at Lodestone Wealth

CFA

CFA Charterholder

M.B.A., Columbia Business School

B.S., University of Virginia

Richard Tremblay is a Principal at Lodestone Wealth Trading and Head of Trading & Portfolio Solutions. In this role, he oversees global trade execution, portfolio financing, and the design and implementation of multi-asset strategies. He is responsible for managing counterparty relationships, developing execution technology, and ensuring seamless integration of investment models into client portfolios.

Since joining Lodestone Wealth in 2016, Richard Tremblay has been a key contributor to the expansion of the firm’s ETF, macro, and systematic trading platforms. He also plays a central role in the firm’s risk management framework, coordinating between portfolio managers and research teams to optimize liquidity and capital allocation.

Before Lodestone Wealth, Richard Tremblay was a Vice President in the multi-asset trading group at Wellington Management, where he focused on derivatives and macro strategies. Earlier in his career, he worked at Citigroup as an associate trader covering global fixed income products.

He holds an M.B.A. from Columbia Business School and a B.S. in Mathematics and Economics from the University of Virginia. Richard Tremblay is also a CFA charterholder.

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