Christopher Millar is a CFA® charterholder and holds a Series 66 license, with 16 years of industry experience. He is currently with HSBC Securities (USA) Inc. and has prior experience at firms including Morgan Stanley and J.P. Morgan Securities. Millar also spent time at ESCP Ecole Superieure de Commerce de Paris. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary portfolio options supported by strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management and other affiliated providers.

Christopher Orcutt is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 65 and Series 63 licenses with 14 years of industry experience. His career includes roles at Strategas Securities, LLC, Pulse Trading, Radioisotope Life Sciences, and RA Capital SARL prior to joining HSBC in 2025. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various models, including client-directed and fully discretionary offerings. The firm employs a multi-profile investment approach combining strategic and tactical asset allocation with ongoing fund diligence and rebalancing, serving a range of clients via dedicated Investment Adviser Representatives.

Katie Jiang is a financial advisor at HSBC Securities (USA) Inc. with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with HSBC since 2013, working at both HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. in New York, NY. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary offerings. The firm employs a structured investment process that includes multiple risk profiles and leverages global asset management resources to manage and monitor funds, serving a broad client base with both non-discretionary and discretionary portfolio solutions.

Brian Murphy is a financial advisor at HSBC Securities (USA) Inc. with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at HSBC Private Bank and Morgan Stanley. Based in New York, NY, Murphy has been with HSBC Securities since 2015. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of program types and combines strategic and tactical asset allocation with ongoing fund due diligence, providing both client-directed and fully discretionary portfolio management.

Ofer Vadel is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with HSBC Securities and HSBC Bank USA National Association since 2012. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, providing both client-directed and discretionary portfolio management options.

Brian Smith is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding a Series 66 designation and bringing 17 years of industry experience. He has been with HSBC Private Bank since 2006. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types including client-directed and fully discretionary options. The firm uses a multi-profile investment process combining strategic and tactical asset allocation with global fund due diligence and monitoring.

Cayman Wills is a CFA® charterholder and Series 63 licensee with 17 years of industry experience. He is currently with HSBC Securities (USA) Inc. and HSBC Bank USA National Association, having joined both in 2026. Prior to this, he worked at Citigroup for four years and JPMorgan Securities LLC and JPMorgan Chase Bank NA for a combined 18 years. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment programs, utilizing a structured risk-profile approach and collaborating with affiliated and third-party providers for asset management and due diligence.

Erin O’Shea is a financial advisor at HSBC Securities (USA) Inc. with 13 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at several notable firms including Morgan Stanley, JPMorgan Chase Securities, and Goldman Sachs. She serves as an advisory board member for the Case Western Reserve University Women in Finance program, where she provides career advice and mentorship. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of model risk profiles and combines strategic and tactical asset allocation supported by affiliated global asset management entities.

David Byers is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been with HSBC Securities and HSBC Bank USA, N.A. since 2012. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, with a range of client-directed and discretionary investment options. The firm’s investment approach integrates strategic and tactical asset allocation with ongoing fund due diligence and global manager oversight.

Yuen Yan Joyce Shih is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. She holds Series 63 and Series 66 designations and has 11 years of industry experience, all with HSBC Securities and HSBC Bank (USA) Inc. She focuses on serving clients through managed account programs offered by her firm. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charities, and corporations, featuring both client-directed and fully discretionary options. The firm employs a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation advised by HSBC Global Asset Management, alongside ongoing fund due diligence and monitoring.

Maggie Tang is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with HSBC Securities and HSBC Bank USA, N.A. since 2016. In addition to her advisory role, she serves as a Bank Officer for HSBC Bank, engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with due diligence on funds and alternatives, offering both client-directed and fully discretionary portfolios.

Yanay Garciga is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding a Series 66 designation and 18 years of industry experience. Prior to joining HSBC Securities (USA) Inc. in 2020, Yanay worked at Merrill from 2007 to 2013 and has held multiple roles within the HSBC group since 2016. Outside of advisory work, Yanay serves as the Lead Finance Business Partner for ALPFA New York, overseeing financial planning and analysis for the nonprofit organization. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary investment solutions and utilizes strategic and tactical asset-allocation methodologies developed with HSBC Global Asset Management.

Shane Wolter is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and nine years of industry experience. He previously worked at Brown Brothers Harriman & Co. for two years before joining HSBC in 2017. 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 combines strategic and tactical asset allocation with fund due diligence conducted by affiliated specialist groups, serving clients with both non-discretionary and discretionary portfolio management.

Danielle Peters is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked with HSBC Securities since 2008 and concurrently serves as a Bank Officer for HSBC Bank USA N.A. Outside of her financial career, she owns a hobby breeding Great Danes and is involved in horse boarding and breeding through Pine View Acres LLC. HSBC Securities (USA) Inc. offers managed account programs for a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of client-directed and discretionary investment programs supported by strategic asset allocation and fund selection through affiliated and third-party providers.

Gary Mignone Jr. is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. in New York, NY, with one year of industry experience. Prior to joining HSBC, he worked at Philadelphia Insurance Companies and has held various roles since 2015, including positions outside of finance at DoorDash and educational institutions. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment solutions. The firm’s investment process includes multiple model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, supported by affiliated and third-party providers.

Ashwini Bhatnagar is a CFP®-certified financial advisor with 20 years of industry experience, currently affiliated with HSBC Securities (USA) Inc. in New York. His career includes a decade at HSBC Securities USA Inc. and prior involvement with Fa Freedom LLC. He also serves as an advisor for Halocy LLC, a technology platform designed to help non-profits track physical donations, and hosts a personal video cast focused on health issues. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary offerings. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with rigorous fund due diligence, serving clients with personalized investment adviser representatives.

Corey Powder is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at HSBC since 2016, previously having roles at Merrill and Morgan Stanley. HSBC Securities (USA) Inc. provides 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 multiple risk-profile models in its investment process and combines strategic and tactical asset allocation with global fund due diligence and monitoring.

Allison Mahoney is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in New York, NY, where she has worked since 2009. She has 17 years of industry experience, all with HSBC, including roles at HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm combines strategic and tactical asset-allocation advice with ongoing fund due diligence and monitoring, serving a broad client base with a mix of discretionary and non-discretionary managed portfolios.

Jason Smith is a financial advisor with HSBC Securities (USA) Inc. in New York City, holding Series 63 and Series 66 designations and 17 years of industry experience. He has worked at HSBC Securities since 2013, with a two-year period at Citigroup Global Markets from 2015 to 2017, and earlier experience at Equitable Advisors. HSBC Securities offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing a range of client-directed and discretionary investment options. The firm uses a structured investment process supported by HSBC Global Asset Management and other affiliated providers to deliver tailored portfolio management and ongoing fund monitoring.

Ibtesam Arabiat is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at HSBC in various capacities since 2006, including HSBC Private Bank (Suisse) SA and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining client-directed and discretionary investment strategies. The firm uses model risk profiles and partners with global asset management and fund due diligence providers to deliver tailored portfolio management.