Allison Bendeck is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 credentials and having 19 years of industry experience. She has been with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2008. 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 risk profiles ranging from Conservative to Aggressive and involves both discretionary and client-directed portfolio options.

David De La Cruz is a financial advisor at HSBC Securities (USA) Inc. with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Citigroup Global Markets and Citicorp Investment Services. HSBC Securities (USA) Inc. provides managed account programs for a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment programs, utilizing model risk profiles and a combination of strategic and tactical asset allocation developed in collaboration with HSBC Global Asset Management and affiliated providers.

Bin Zheng is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Bank of America, Merrill, and Transamerica Financial Advisors. Outside of his advisory role, Zheng is involved in real estate, acting as a real estate agent with Lucky Real Estate LLC and participating in property management through Huajia Realty LLC. 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 supported by a structured investment process that includes strategic and tactical asset allocation and comprehensive fund due diligence.

Spencer Kahler is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining HSBC Securities, Kahler worked at Bank of America Private Bank and Bessemer Trust Company. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm utilizes model risk profiles and combines strategic and tactical asset allocation with fund due diligence conducted by affiliated and third-party providers.

Matias Moragas is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at HSBC Bank USA, N.A., Maxipan, and Infoactiva. 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 investment programs supported by a disciplined asset allocation and fund selection process.

Alvaro Teixeira is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and over 10 years of industry experience. His career includes various roles within the HSBC Group across multiple regions, including the United States, the United Kingdom, Malta, Mexico, and Jersey. He is a silent, non-executive partner in FACT INC INV Ltda, a property development company currently in asset liquidation. 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 profiles and combines strategic and tactical asset allocation with ongoing fund due diligence through affiliated providers.

Christina Nikolaidi is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at HSBC Bank USA and Ord Minnett. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary portfolio options. Their investment process incorporates multiple risk profiles and combines strategic and tactical asset allocation advised by HSBC Global Asset Management, utilizing affiliated and third-party providers for fund selection and account management.

Jack Di Nanno is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. Prior to joining HSBC, he held positions at Bank of America and completed multiple roles at Union College. 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 investment solutions, using a risk-profile-based approach supported by HSBC Global Asset Management and affiliated third-party providers.

Xia Wang is a CFA® charterholder and registered Investment Adviser Representative with HSBC Securities (USA) Inc., based in New York, NY. She has three years of industry experience, including roles at HSBC Securities USA, Inc. and HSBC Bank USA, N.A. Wang serves as a board member on the Hong Kong Association of New York and the Chiao Tung University Alumni Association, where she participates in event planning and cultural exchange activities. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment solutions. The firm uses a multi-profile investment process supported by HSBC Global Asset Management and other affiliated providers, with offerings tailored for both U.S. and qualified non-resident alien clients.

Vincent Fontana is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at HSBC Securities (USA) Inc. He has worked at HSBC Bank USA Inc. and HSBC Securities since 2017 and spent a year at MBSC Securities Corporation prior. In addition to his advisory role, he is an adjunct professor at NYU Stern School of Business, teaching graduate-level management communications courses. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm combines strategic and tactical asset allocation with due diligence from affiliated providers, offering both discretionary and client-directed investment solutions.

Robert Gaeta is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at iCapital Securities, LLC, CION Securities, LLC, and MSI Financial Services, Inc. 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 employs a risk-profile-based investment process combined with strategic and tactical asset allocation developed with HSBC Global Asset Management.

Tanuja Pulakhandam is a CFA® charterholder and holds a Series 66 license with 22 years of industry experience. She has been with HSBC Private Bank since 2007. She serves as Treasurer and board member of a cooperative apartment building in New York, where she reviews financials and participates in building management decisions. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment solutions, using a range of risk profiles supported by HSBC Global Asset Management and affiliated providers.

Dik Yui Chow is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY. He holds the CFA® designation and Series 66 license, and has one year of industry experience. His prior experience includes nine years with HSBC Asset Management. HSBC Securities (USA) Inc. offers managed account programs serving 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 discretionary and non-discretionary portfolio options.

Luis Jorge is a Series 66 licensed financial advisor with HSBC Securities (USA) Inc. in New York, NY, with two years of industry experience. He has worked with HSBC Bank USA NA since 2019 and previously spent four years at Baruch College. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, utilizing multiple program types including client-directed and fully discretionary options. The firm employs a five-profile investment risk model and integrates strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

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 previously worked at FW Cook and BayCoast Bank. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining client-directed and discretionary investment options with strategic and tactical asset allocation developed alongside HSBC Global Asset Management. The firm operates with multiple program types and utilizes affiliated and third-party providers for advisory, fund selection, and custody services.

Mili Bhatia is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. She has worked at HSBC Securities since 2005 and has been with HSBC Bank USA, N.A. since 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 program types. The firm uses a structured investment process involving five model risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and administrative services.

Jose Noriega is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at JPMorgan Securities LLC and Rocket Mortgage. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with solutions ranging from client-directed portfolios to fully discretionary programs. The firm’s investment process incorporates model risk profiles and combines strategic and tactical asset allocation, supported by HSBC Global Asset Management and affiliated providers.

Anwar Austin is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds a Series 66 designation and has worked within various segments of the HSBC Group since 2022. Prior to his finance career, he held positions at Pizzarama and JRM Construction Management and spent six years at SUNY University at Buffalo. 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 programs, employing a model-based asset allocation approach with due diligence conducted by affiliated and third-party providers.

Fiorella Villari Burgos is a financial advisor at HSBC Securities (USA) Inc. with 13 years of industry experience. She holds a Series 66 designation and has been with HSBC Securities and HSBC Private Bank since 2014. 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 multi-profile investment process and leverages affiliated and third-party providers for advisory, fund selection, and administrative services.

Aesha Nagi is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has been with HSBC Securities and HSBC Bank USA, N.A. since 2008. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program types, including client-directed and discretionary options. The firm combines strategic and tactical asset allocation supported by HSBC Global Asset Management and utilizes a risk-profile-based investment process.