Christopher Millar is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He is currently with HSBC Securities (USA) Inc., where he has worked since 2022, following roles at HSBC Bank USA, N.A., ESCP Ecole Superieure de Commerce de Paris, Morgan Stanley Smith Barney LLC, and J.P. Morgan Securities LLC. HSBC Securities (USA) Inc. offers a variety of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs multiple program types ranging from client-directed to fully discretionary portfolios, using a structured investment process with model risk profiles and leveraging affiliated and third-party providers for advisory, fund selection, and custody services.

Christopher Orcutt is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 65 and Series 63 designations and 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 for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm’s investment approach combines strategic and tactical asset allocation supported by HSBC Global Asset Management and employs multiple service providers for fund selection, advisory, and custody functions.

Katie Jiang is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, with 14 years of industry experience. She has held her current role since 2013 and holds Series 63 and Series 65 licenses. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated and third-party providers for fund selection, advisory, and administrative services.

Brian Murphy is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with HSBC Private Bank and 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 provides various program types ranging from client-directed to fully discretionary portfolios, using a structured investment process with multiple risk profiles and extensive due diligence conducted in partnership with affiliated and third-party providers.

Ofer Vadel is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA National Association since 2012. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of program types from client-directed to fully discretionary accounts, using multiple model risk profiles combined with strategic and tactical asset allocation developed with HSBC Global Asset Management and other affiliated providers.

Brian Smith 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 Private Bank since 2006. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options. The firm employs a five-profile risk model and collaborates with affiliated and third-party providers for asset management, fund selection, and administrative services.

Erin O’Shea is a financial advisor at HSBC Securities (USA) Inc. in New York City, holding Series 65 and Series 63 licenses with 13 years of industry experience. Her prior roles include positions at Morgan Stanley, JPMorgan Chase Securities, and Goldman Sachs. She serves as an advisory board member for the CWRU Women in Finance group, providing career advice and mentorship. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing client-directed and discretionary portfolio management. The firm employs a model-based investment approach supported by HSBC Global Asset Management and affiliated providers, with a notable emphasis on client-directed, non-discretionary portfolios.

David Byers is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with HSBC Securities and HSBC Bank USA, N.A. since 2012. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through both client-directed and discretionary program types. The firm’s investment approach incorporates multiple risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with ongoing fund due diligence and monitoring.

Yuen Yan Joyce Shih 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) Inc. since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary solutions. The firm employs a structured investment process using five model risk profiles and collaborates with HSBC Global Asset Management and other affiliates for asset allocation and fund due diligence.

Maggie Tang is a registered representative with HSBC Securities (USA) Inc. and has 10 years of industry experience. She holds Series 63 and Series 66 credentials and also serves as a Bank Officer for HSBC Bank (USA), N.A., an affiliate of her firm. Tang has been with HSBC since 2016. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types, including client-directed and fully discretionary options, and employs a structured investment process supported by HSBC Global Asset Management and third-party providers.

Yanay Garciga is a financial advisor at HSBC Securities (USA) Inc. with 18 years of industry experience and holds the Series 66 designation. She has been with HSBC Securities (USA) Inc. since 2020 and has prior experience at HSBC Bank USA and HSBC Securities USA. Garciga serves as the Lead Finance Business Partner for the New York chapter of ALPFA, where she oversees financial planning and analysis for the nonprofit’s strategic initiatives. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm offers various program types ranging from client-directed to fully discretionary portfolios, complemented by an investment process that integrates global asset management and fund due diligence from affiliated providers.

Shane Wolter is a financial advisor at HSBC Securities (USA) Inc. with nine years of industry experience. He holds the Series 66 designation and previously worked at Brown Brothers Harriman & Co. from 2015 to 2017. Wolter has been with HSBC Securities and HSBC Bank USA since 2017. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm employs a multi-profile investment process supported by affiliated asset management and fund selection teams, serving a diverse client base with both U.S. and offshore investment strategies.

Danielle Peters is a registered representative with HSBC Securities (USA) Inc. and a bank officer with HSBC Bank USA N.A., with 17 years of experience in the financial industry. She has been with HSBC Securities since 2008 and HSBC Bank since 2014. Outside of her financial career, she owns and operates a hobby kennel breeding Great Danes and runs a horse boarding and breeding business called Pine View Acres LLC. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of investment approaches, including client-directed and fully discretionary portfolios, with an investment process that incorporates multiple risk profiles and strategic asset allocation developed with HSBC Global Asset Management and affiliated third-party providers.

Gary Mignone Jr. is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 credential and one year of industry experience. His prior roles include positions at Philadelphia Insurance Companies and various educational institutions. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and fully discretionary options. The firm combines strategic and tactical asset allocation with ongoing fund due diligence, serving clients with a range of risk profiles and relying on multiple affiliated and third-party providers for advisory and administrative services.

Ashwini Bhatnagar is a CFP® with 19 years of industry experience, currently with HSBC Securities USA Inc. and HSBC Bank USA, N.A. He has held advisory roles at Fa Freedom LLC and serves as an advisor to Halocy LLC, a technology platform that helps nonprofits track physical donations. Additionally, he hosts a health-focused video cast for educational purposes. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm employs a risk-based asset allocation model supported by global asset management and fund due diligence teams, serving a broad range of client needs through multiple program types.

Corey Powder is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation with 17 years of industry experience. He has been with HSBC Bank (USA) National Association and HSBC Securities (USA) Inc. since 2016. 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’s investment process uses multiple risk profiles combined with strategic and tactical asset allocation, supported by affiliated and third-party providers for fund selection and portfolio management.

Allison Mahoney is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. She holds a Series 66 designation and has 17 years of industry experience, all with HSBC entities since 2009. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types ranging from client-directed to fully discretionary portfolios. The firm utilizes a multi-profile investment approach supported by HSBC Global Asset Management and third-party providers to deliver asset allocation and fund selection services.

Jason Smith is a financial advisor at HSBC Securities (USA) Inc. in New York City with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities since 2017, following two years at Citigroup Global Markets. HSBC Securities offers managed account programs to individual, retirement, charitable, and corporate clients through a variety of discretionary and non-discretionary options. The firm employs a structured investment process with multiple risk profiles and collaborates with affiliated and third-party providers for advisory, fund selection, and administrative services.

Ibtesam Arabiat is a financial advisor at HSBC Securities (USA) Inc. with seven years of industry experience. She holds the Series 66 designation and has worked at HSBC in various capacities since 2006, including at HSBC Private Bank (Suisse) SA prior to her current roles. HSBC Securities (USA) Inc. provides 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 approach with five model risk profiles and combines strategic asset allocation with due diligence conducted by affiliated and third-party providers.

Allison Bendeck is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with HSBC Securities and HSBC Bank USA since 2008. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various program types ranging from client-directed to fully discretionary offerings. The firm combines strategic and tactical asset allocation with fund due diligence conducted by affiliated entities, serving clients with tailored investment advice and account management.