Sydney Pewitt is an advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation. Pewitt’s industry experience begins in 2024, with prior roles including positions at HSBC Bank USA, N.A., Frothy Monkey LLC, and various educational and restaurant establishments. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary portfolio options. The firm utilizes a model-driven investment process supported by HSBC Global Asset Management and other third-party providers, serving a broad client base with both non-discretionary and discretionary managed portfolios.

Mohamed Abdelgawad is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options. The firm’s investment process incorporates a range of risk profiles and utilizes affiliated and third-party providers for advisory, fund selection, and administrative services.

Kevin Lin is a financial advisor at HSBC Securities (USA) Inc. with three years of industry experience. He holds the Series 66 designation and has been with HSBC in various capacities since 2013. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through client-directed and discretionary options. The firm uses model risk profiles and a combination of strategic and tactical asset allocation with due diligence from affiliated providers to manage accounts, including offerings tailored for private bank clients and qualified non-resident aliens.

Jill Osullivan is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and over 24 years of industry experience. Her career includes roles at HSBC Bank USA, J.P. Morgan Securities, and Wells Fargo Clearing. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations using a range of client-directed and discretionary investment offerings. The firm utilizes multiple model risk profiles and combines strategic and tactical asset allocation, supported by affiliated and third-party providers for fund selection and portfolio management.

Ena Lopez Rodriguez is a financial advisor at HSBC Securities (USA) Inc. with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Her career includes extensive tenure at HSBC Bank USA and Citibank, with roles spanning from 2000 to the present. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of client-directed and discretionary portfolio options, integrating strategic asset allocation with ongoing fund due diligence and monitoring.

Sabrina Tellalian is a financial advisor at HSBC Securities (USA) Inc. in New York City with 19 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes 18 years at Citigroup Global Markets and a year at SDT Advisory LLC. 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 employs a model-based investment process developed with HSBC Global Asset Management and provides services through a combination of affiliated and third-party providers.

Andrew Passeri is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, Series 65, and Series 66 licenses and 27 years of industry experience. He has been with HSBC Securities and HSBC Bank USA since 2007. Outside of his advisory role, he is involved as a real estate partner and owner. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm uses a risk-profile-based investment process supported by HSBC Global Asset Management and operates a wrap-style Managed Portfolio Account for private bank clients.

Atif Ahmad is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in New York, NY, where he has worked for 3 years. He has been with various HSBC entities since 2014, including HSBC Bank USA, N.A., and HSBC Group Management Services, accumulating over 9 years in the financial industry. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several client-directed and discretionary program types. The firm employs a multi-model investment process that combines strategic and tactical asset allocation with ongoing fund due diligence, serving a broad client base with a mix of non-discretionary and discretionary portfolios.

Luis Montalvo is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has been with HSBC Securities and HSBC Bank USA National Association since 2007. Outside of his advisory role, Montalvo works as an independent contractor providing transportation and courier services for Uber Technologies in his free time. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing several program types including discretionary and non-discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with fund due diligence conducted by affiliated and third-party providers, serving a broad client base with tailored portfolio management solutions.

Christopher Salazar is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at HSBC Bank USA National Association and UE Systems Inc., and he attended the University of Miami. 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 structured investment process using multiple risk profiles and combines strategic and tactical asset allocation, with offerings that range from client-directed to fully discretionary portfolios.

Kimberly Cebrik is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with HSBC Securities and HSBC Bank USA since 2011 and previously worked at Citigroup Global Markets and Citicorp Investment Services. 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 uses a structured investment process with multiple risk profiles and combines strategic and tactical asset allocation developed with affiliated global asset management entities.

Anthony Gallagher is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at HSBC Securities and HSBC Bank USA since 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing 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 and monitoring.

Julien Nelson Rowntree is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds the Series 66 designation and has previously worked at HSBC Bank USA, N.A., IC Learning Center, Hakata Ton Ton, New York University Shanghai, and the International School of The Hague. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining strategic and tactical asset allocation with both discretionary and client-directed options across multiple program types. The firm operates as a registered adviser and broker-dealer and provides specialized services including an Offshore Spectrum program for qualified non-resident aliens.

Syed Ahmed is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Morgan Stanley, Citigroup Global Market Inc., and Wachovia Bank, N.A. HSBC Securities (USA) Inc. offers a variety of managed account programs serving individual investors, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process incorporating multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Ian Shaw is a financial advisor with HSBC Securities (USA) Inc. in New York City, holding a Series 66 designation and seven years of industry experience. He has been with HSBC Securities USA since 2018 and has also worked with HSBC Technology & Services USA since 2014. 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 global fund due diligence and offers both onshore and offshore investment programs.

Jordan Hoffman 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 worked at HSBC Bank USA since 2004 and previously spent time at TD Ameritrade, Inc. in 2004. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary strategies. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and provides both onshore and offshore investment options, serving a broad client base with tailored portfolio management.

Shirley Vieira is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at HSBC Bank USA, N.A. and Ascendo Resources. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm’s investment approach incorporates model risk profiles and combines strategic and tactical asset allocation with due diligence conducted through affiliated and third-party managers.

Jean Bifano is a financial advisor at HSBC Securities (USA) Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked with HSBC Bank USA since 2012, following prior roles at Citigroup Global Markets and Citicorp Investment Services. Outside of his advisory work, he serves as President of the Board of Trustees for the Savannah Condo Association. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary program types. The firm’s investment process incorporates multiple risk profiles and combines strategic asset allocation with due diligence from affiliated and third-party providers.

Gilma Espana 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 worked at HSBC since 2022. Espana has prior experience with the American Chamber of Commerce of Cartagena and the Granitos de Paz Foundation. She serves as a board member of the New World School of the Arts Foundation, representing HSBC in supporting the school's programs. 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 employs a structured investment process using model risk profiles and partners with HSBC Global Asset Management and other affiliates for fund selection and ongoing portfolio management.

Dion Ross is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he works part-time as a meat clerk and apprentice butcher at a local supermarket. 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 process employs five risk profiles and combines strategic and tactical asset allocation, with services ranging from client-directed to fully discretionary portfolios.