Kevin Lin 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, having worked at HSBC since 2013 and with HSBC Securities since 2023. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of client-directed and discretionary portfolio options, supported by investment strategies developed with HSBC Global Asset Management and ongoing fund due diligence.

Jill Osullivan is a financial advisor at HSBC Securities (USA) Inc. with 24 years of industry experience. She holds the Series 66 designation and has been with HSBC Securities and HSBC Bank USA since 2016. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary investment programs, utilizing a range of model risk profiles and strategic asset allocation developed in collaboration with HSBC Global Asset Management and affiliated third-party providers.

Ena Lopez Rodriguez is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. Her career includes extensive tenure with HSBC Bank USA and HSBC Securities from 2000 to 2020, followed by roles at Citibank and Citigroup Global Markets before returning to HSBC in 2022. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing client-directed and discretionary options. The firm employs a structured investment approach using model risk profiles and combines strategic and tactical asset allocation with due diligence from affiliated and third-party providers.

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, 65, and 66 licenses and has previously worked at Citigroup Global Markets and 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 options. The firm employs a multi-profile investment approach supported by in-house and third-party advisory and fund selection services.

Calvin Hsu is a financial advisor at HSBC Securities (USA) Inc. with 24 years of industry experience. He holds a Series 66 designation and has been with HSBC Securities since 2020, following a prior role at HSBC Bank USA, N.A. beginning in 2015. Outside of advising, he is an owner of a rental property, though he is not involved in day-to-day management. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of client-directed and discretionary investment programs with an asset-allocation approach supported by HSBC Global Asset Management and third-party due diligence providers.

Andrew Passeri is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63, Series 65, and Series 66 licenses with 26 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 partner owner in a real estate investment venture. 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, utilizing a structured investment process supported by both affiliated and third-party providers.

Atif Ahmad is a Series 66-registered financial advisor with HSBC Securities (USA) Inc. in New York, NY, and has three years of industry experience. He has worked at various HSBC entities since 2014, including HSBC Bank PLC and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary program types. The firm utilizes a multi-profile investment approach combining strategic and tactical asset allocation, supported by affiliated and third-party advisory and fund selection services, with notable offerings such as the Offshore Spectrum program for qualified non-resident aliens.

Luis Montalvo is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with HSBC Securities and HSBC Bank USA National Association since 2007. Outside of his advisory work, he provides independent transportation and courier services as a contractor for Uber Technologies, Inc. in his free time. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through both client-directed and fully discretionary options. The firm utilizes a structured investment process incorporating strategic and tactical asset allocation with fund due diligence and ongoing monitoring by affiliated providers.

Christopher Salazar is a Series 66 licensed financial advisor with HSBC Securities (USA) Inc. in New York, NY. He has one year of industry experience and has held roles at HSBC Bank USA National Association and UE Systems Inc. before joining HSBC Securities. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses multiple risk profiles and combines strategic and tactical asset-allocation advice from HSBC Global Asset Management, with fund due diligence and ongoing monitoring conducted by affiliated providers.

Kimberly Cebrik is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 licenses with 25 years of industry experience. She has been with HSBC Securities and HSBC Bank USA since 2011. 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 includes multiple program types ranging from client-directed to fully discretionary portfolios, using model risk profiles and a combination of strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

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 with HSBC Securities and HSBC Bank USA, N.A. since 2016. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment process uses multiple risk profiles and combines asset-allocation advice with fund due diligence, employing both affiliated and third-party providers to deliver its services.

Julien Nelson Rowntree is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in New York, NY, and has one year of industry experience. His background includes roles at HSBC Bank USA, N.A., and teaching positions at New York University Shanghai and the International School of The Hague. He also has experience working with IC Learning Center and Hakata Ton Ton. 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 investment solutions supported by a structured risk-profile framework and partnerships with multiple asset management and fund selection affiliates.

Syed Ahmed is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms, including Citigroup Global Markets, Morgan Stanley, Wells Fargo Advisors, and Wachovia Bank. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, using a range of client-directed and discretionary portfolio options supported by global asset management and fund due diligence resources.

Ian Shaw is a financial advisor at HSBC Securities (USA) Inc. with six years of industry experience. He holds the Series 66 designation and has been with HSBC Securities since 2018, also working 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 client-directed and discretionary investment options. The firm employs a risk-profile-based investment approach supported by HSBC Global Asset Management and third-party due diligence providers, offering a range of services including an Offshore Spectrum program for qualified non-resident aliens.

Jordan Hoffman is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. He holds Series 63 and Series 66 credentials and has 29 years of industry experience, including 22 years with HSBC Bank USA. 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 that combine client-directed and fully discretionary management with strategic and tactical asset allocation developed in collaboration with HSBC Global Asset Management and other affiliated providers.

Shirley Vieira is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience and holds the Series 66 designation. Her prior experience includes roles at HSBC Bank USA, N.A. since 2017 and Ascendo Resources from 2015 to 2017. 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 developed with HSBC Global Asset Management, providing both client-directed and fully discretionary portfolio options.

Jean Bifano is a Series 66-licensed financial advisor with 24 years of industry experience, currently with HSBC Securities (USA) Inc. in New York, NY, where she has worked since 2012. She serves as President of the Board of Trustees for The Savannah Condo Association, a community role outside of her advisory work. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, using a variety of program types including client-directed and fully discretionary options. The firm’s investment process utilizes multiple risk profiles and combines strategic and tactical asset allocation supported by global asset management and fund due diligence 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 with HSBC entities since 2022. She previously worked with the American Chamber of Commerce of Cartagena and the Granitos de Paz Foundation. Espana serves as a board member of the New World School of the Arts Foundation, representing HSBC. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary portfolio options. The firm’s investment approach combines strategic and tactical asset allocation with due diligence conducted by affiliated asset management groups.

Dion Ross 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. His prior experience includes 12 years at J.P. Morgan Securities and 13 years at JPMorgan Chase Bank. Outside of his advisory role, Ross works part-time as a meat clerk and apprentice butcher at a local supermarket. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm uses a structured investment process with multiple risk profiles and collaborates with global asset management and fund due diligence affiliates to support its advisory services.