Zhen Hua Wang is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His prior experience includes six years at JP Morgan Securities LLC and eight years at JPMorgan Chase Bank. HSBC Securities (USA) Inc. offers a variety of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm uses a five-profile risk model and combines strategic and tactical asset allocation with comprehensive fund due diligence, providing both client-directed and discretionary portfolio options.

Jonathan Kuang is a financial advisor at HSBC Securities (USA) Inc. with two years of industry experience. He holds a Series 66 designation and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his firm. His prior roles include positions at Gong Cha, Baruch College, and City College. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary investment solutions. The firm employs a risk-profile-based investment process supported by multiple affiliated and third-party providers for advisory and fund selection services.

Cheuk Shun Cheung is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. He holds Series 63 and Series 65 licenses and has three years of industry experience, including prior roles at Morgan Stanley and HSBC Bank USA, N.A. Outside of his advisory work, he is a Cantonese Chinese radio host at MultiCultural Radio Broadcasting, Inc., where he provides news and entertainment to the local community. 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, utilizing affiliated and third-party providers for fund selection and portfolio management across various risk profiles and program types.

Catherine Ng is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 designations and 26 years of industry experience. She has been with HSBC Securities and HSBC Bank USA since 2011. Outside of her advisory role, she serves as a board director for the Kiwanis Club of Chinatown, a nonprofit organization that supports children, the elderly, and community events. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing a range of client-directed and discretionary investment options supported by HSBC Global Asset Management and affiliated providers.

Minching Tso Lam is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc., based in New York, NY, and has 25 years of industry experience. She has worked with HSBC Securities since 2013 and concurrently holds a role as a Bank Officer at HSBC Bank USA, N.A., an affiliate of her firm, where she engages in the sale of bank-related products and services. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary investment solutions. The firm employs a structured investment process with multiple risk profiles and relies on affiliated and third-party providers for advisory and fund management, serving a diverse client base through various program types including an Offshore Spectrum program for qualified non-resident aliens.