Bin Zheng is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses with eight years of industry experience. His prior roles include positions at Merrill, Bank of America, and Transamerica Financial Advisors. Outside of securities, he is involved as a member of Huajia Realty LLC, a property management business, and has worked in real estate sales through Lucky Real Estate LLC. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a multi-profile investment approach combined with strategic and tactical asset allocation, offering both client-directed and discretionary portfolio management options.

Spencer Kahler is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 credential and experience at notable firms including Bank of America Private Bank and Bessemer Trust Company. Kahler has held roles at HSBC Bank USA, N.A. and completed education at ESSEC Business School. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. Its investment approach combines strategic and tactical asset allocation across five risk profiles, with both client-directed and fully discretionary program options.

Matias Moragas is a financial advisor at HSBC Securities (USA) Inc. with a Series 66 designation and one year of industry experience. Prior to his current role, he has held positions at HSBC Bank USA, N.A., Maxipan, Infoactiva, and several educational institutions. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program types, including client-directed and fully discretionary options. The firm employs a structured investment process using model risk profiles and combines global asset management resources with ongoing fund due diligence and monitoring.

Alvaro Teixeira is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY. He holds the Series 63 and Series 66 credentials and has 10 years of industry experience. His career includes roles at various HSBC entities across multiple countries, including the Jersey Branch, Malta, the United Kingdom, Mexico, and the United States. Outside of his advisory work, he is a silent, non-executive partner in a property development company currently in run-down mode. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, ranging from client-directed to fully discretionary portfolios. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and provides services both domestically and offshore.

Christina Nikolaidi is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at HSBC Bank USA, N.A. and Ord Minnett. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary portfolio options. The firm employs a structured investment process with multiple risk profiles and leverages both global asset management and fund due diligence teams in its portfolio construction and monitoring.

Jack Di Nanno is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and has been in the industry since 2024. His prior experience includes roles at Bank of America and Union College. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment options. The firm’s investment process incorporates strategic and tactical asset allocation across five model risk profiles, supported by global asset management and manager due diligence teams.

Xia Wang is a CFA® charterholder and holds a Series 66 license, currently serving as a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. She has worked at HSBC Bank USA, N.A. since 2009. Wang is a board member of the Hong Kong Association of New York, where she participates in event planning and cultural exchange activities, and she also serves on the board of the Chiao Tung University Alumni Association advising on event planning and alumni engagement. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with investment strategies that range from conservative to aggressive risk profiles. The firm combines strategic and tactical asset allocation advice from HSBC Global Asset Management with due diligence and monitoring by affiliated providers, offering both client-directed and fully discretionary portfolio management options.

Vincent Fontana is a CFA® charterholder and holds Series 63 and Series 66 licenses. He has nine years of industry experience and has been with HSBC Securities (USA) Inc. and HSBC Bank USA Inc. since 2017, following a year at MBSC Securities Corporation. Additionally, he serves as an adjunct professor at NYU Stern School of Business, teaching management communications to graduate students. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and discretionary options. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and uses multiple model risk profiles to manage investments.

Robert Gaeta is a financial advisor at HSBC Securities (USA) Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked previously at iCapital Securities, LLC, Institutional Capital Network, Inc., CION Securities, LLC, and Carey Financial, LLC. He is based in New York, NY. 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 employs a multi-model investment process incorporating strategic and tactical asset allocation and uses both affiliated and third-party providers for advisory and fund selection services.

Tanuja Pulakhandam is a CFA® charterholder with 21 years of industry experience, currently serving at HSBC Securities (USA) Inc. since 2007. She holds the Series 66 designation and is based in New York, NY. Outside of her advisory role, she serves as treasurer and board member of a cooperative apartment building where she is also a unit owner. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides a range of program types with varying levels of discretion, utilizing a multi-profile investment process supported by HSBC Global Asset Management and affiliated providers.

Dik Yui Chow is a CFA® charterholder and holds a Series 66 license, currently affiliated with HSBC Securities (USA) Inc. He has nine years of experience with HSBC Asset Management and has been with HSBC Securities and HSBC Bank USA since 2025. His career has been focused within the HSBC organization. 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 client-directed and discretionary investment programs supported by strategic asset allocation and ongoing fund due diligence, distinguishing itself through its integrated operating structure and specialized offerings such as the Offshore Spectrum program for non-resident investors.

Luis Jorge is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. He holds a Series 66 designation and has two years of industry experience. His career includes roles at HSBC Bank USA NA since 2019 and prior work at Baruch College from 2015 to 2019. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a combination of strategic and tactical asset allocation with multiple program types, including client-directed and fully discretionary options, serving a broad client base through an Investment Adviser Representative model.

Daniel Gemmell is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked at HSBC Bank USA, N.A. and FW Cook in prior roles. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through both client-directed and discretionary investment solutions, combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Mili Bhatia is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with HSBC Securities since 2005 and also worked at HSBC Bank USA, N.A. since 2014. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of investment strategies supported by HSBC Global Asset Management and third-party providers, with options for both client-directed and fully discretionary portfolios.

Jose Noriega is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 registrations with four years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Rocket Mortgage. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm employs a structured investment process combining strategic and tactical asset allocation with global fund due diligence, managing a portfolio business weighted toward client-directed accounts.

Anwar Austin is a financial advisor with HSBC Securities (USA) Inc. holding a Series 66 designation and two years of industry experience. His prior roles include positions within HSBC Bank USA National Association and the HSBC Group, as well as earlier work at Pizzarama and JRM Construction Management. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm’s investment approach incorporates multiple risk-profile models and combines strategic and tactical asset allocation with global fund selection and monitoring.

Fiorella Villari Burgos is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 13 years of industry experience. She has been with HSBC Securities and HSBC Private Bank (USA) since 2014. 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 approach utilizes model risk profiles and combines strategic and tactical asset allocation alongside fund due diligence and ongoing monitoring.

Aesha Nagi is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with HSBC Securities and HSBC Bank USA since 2008. HSBC Securities offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary portfolio options. The firm’s investment approach incorporates model risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence conducted by affiliated teams.

Sydney Pewitt is an advisor at HSBC Securities (USA) Inc. with a Series 66 designation and less than one year of industry experience. Prior to joining HSBC, Pewitt held various roles including positions in hospitality and education. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation with fund due diligence and ongoing monitoring, providing both client-directed and fully discretionary portfolio options through several program types.

Mohamed Abdelgawad is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., with a recent dual role as a Bank Officer at HSBC Bank (USA) N.A., an affiliate of his current firm. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary portfolio options. The firm utilizes a multi-model investment approach supported by HSBC Global Asset Management and affiliated providers.