Yaoxuan Wang is a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. Wang holds a Series 66 designation and has worked at HSBC Bank USA, N.A. and M&T Bank prior to their current role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a structured investment process based on model risk profiles and leverages affiliated and third-party providers for advisory and fund selection services.

Jackson West is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and less than one year of industry experience. Prior to joining HSBC, he held roles at several organizations including The Ellerson Group, Abacus Corporation, Island Kitchen, and QP Global Family Offices, as well as educational positions at the University of Michigan and Fox Lane High School. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment solutions, utilizing multiple model risk profiles and combining strategic and tactical asset allocation developed with HSBC Global Asset Management and affiliated providers.

Andrew Themis is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 17 years of industry experience. He has worked at HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2014, with prior experience at Merrill from 2009 to 2014. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary portfolio options. The firm utilizes a structured investment process with risk-profile models and incorporates strategic and tactical asset allocation, supported by affiliated and third-party providers for advisory and fund selection services.

Matthew Clingerman is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. He has been with HSBC Securities since 2005. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types with varying levels of client direction and discretion and uses model risk profiles combined with global asset management and fund due diligence to guide its investment process.

Steven Trustey is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 20 years of industry experience. His career includes roles at NewEdge Wealth, First Manhattan Co., Neuberger Berman, and multiple positions within HSBC affiliates dating back to 2006. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing client-directed and discretionary portfolio options. The firm employs a structured investment approach that combines asset-allocation strategies developed with HSBC Global Asset Management and ongoing fund due diligence, serving a broad client base through personalized Investment Adviser Representatives.

Jaquelynne Elliott is a financial advisor with HSBC Securities (USA) Inc., holding a Series 66 designation and two years of industry experience. Her previous roles include positions at JPMorgan Chase Bank and Silicon Valley Bank. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm employs a structured investment process with multiple risk profiles and integrates asset allocation advice from HSBC Global Asset Management and other affiliated providers.

Dariia Waggoner is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. She holds a Series 66 designation and has seven years of industry experience. Dariia has worked at HSBC Private Bank N.A. since 2017 and previously at Robert Half Financial Services and Baruch College, CUNY. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment process involves multiple risk profiles and combines strategic and tactical asset allocation with fund due diligence and monitoring by affiliated providers.

Ryan Zhao is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and having eight years of industry experience. He has worked at several affiliates of HSBC since 2017 and also has prior experience at Wells Fargo Bank. Zhao holds a concurrent role as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. offers managed account programs catering to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process involves strategic and tactical asset allocation supported by affiliated global asset management and fund selection teams, serving diverse client needs with specialized program features.

Pia Mathur is a financial advisor with HSBC Securities (USA) Inc. in New York City, holding a Series 66 designation and 13 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2012. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with fund due diligence supported by affiliated and third-party providers.

Thomas Santangelo is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at HSBC Bank USA, N.A. and New Paltz University. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm’s investment approach incorporates multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients with both discretionary and non-discretionary managed portfolios.

Haider Ali is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley from 2023 to 2026. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with model risk profiles and provides both discretionary and non-discretionary management options, supported by affiliated and third-party providers.

Ali Rezvi is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 credentials and five years of industry experience. His career includes roles at HSBC Bank USA, N.A., HSBC Securities (USA) Inc., and HSBC Holdings PLC, spanning from 2013 to the present. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence, providing both client-directed and fully discretionary portfolio options.

Mouna Kammoun is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. She holds the Series 66 designation and has 11 years of industry experience, all with HSBC Securities and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various program types including client-directed and fully discretionary options. The firm uses a structured investment process with five model risk profiles and works with affiliated and third-party providers for advisory, fund selection, and administrative services.

Mei Wang is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. in New York City with 20 years of industry experience. She has worked at HSBC Global Asset Management since 2012 and previously held positions at J.P. Morgan Securities, Merrill, and Morgan Stanley. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a multi-profile investment approach supported by affiliated and third-party providers, with a significant focus on client-directed, non-discretionary portfolios.

Eric Ingber is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 65 and Series 63 licenses with 22 years of industry experience. His career includes roles at Bank of America, Merrill, AW Jones, and J.P. Morgan, among others. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with options ranging from client-directed to fully discretionary investment solutions. The firm employs strategic and tactical asset allocation supported by HSBC Global Asset Management and third-party providers, serving clients through a combination of non-discretionary and discretionary portfolios.

Alex Suriano is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Deloitte from 2016 to 2019. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation, utilizing affiliated providers for fund selection and portfolio management.

Jeffrey Papa is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 25 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank (IN), where he spent over two decades. Outside of his advisory role, he is an owner and partner of Cardinal Property Group, a real estate business focused on purchasing consumer properties for rental. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types that combine client-directed and discretionary management, using a structured investment process guided by HSBC Global Asset Management and supported by affiliated and third-party providers.

Kevin Mullaney is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 licenses and offering 30 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2005, following prior roles at Banc of America Investment Services and Quick & Reilly. Outside of his advisory work, Mullaney is a partner in a brewery business consisting of three LLCs that plan to operate and manage a new brewery starting in 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring client-directed and fully discretionary investment options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and operates both as an SEC-registered adviser and broker-dealer, offering specialized programs for private bank clients and qualified non-resident aliens.

Michael Rasco is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at Superior Consulting Group and HSBC Bank USA, N.A. alongside his current position. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a multi-level risk profile investment process supported by HSBC Global Asset Management and affiliated providers, serving a mix of discretionary and non-discretionary managed portfolios.

John Kawakami is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in New York, NY, with one year of industry experience. His work history includes several roles within HSBC Bank USA, N.A., and previous employment at Bates College and Saint Anthony's High School. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm uses a multi-profile investment process combining strategic and tactical asset allocation with due diligence from affiliated providers, offering both discretionary and client-directed portfolio options.