Keith Leong is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Charles Schwab and TD Ameritrade, among others. Outside of advisory, he is involved in managing a commercial rental property. HSBC Securities (USA) Inc. offers managed account programs to a broad client base, including individuals, retirement accounts, and charitable organizations, with a range of program types from client-directed to fully discretionary. The firm’s investment process integrates strategic and tactical asset allocation supported by HSBC Global Asset Management and employs multiple affiliated providers for fund selection and portfolio monitoring.

Peter Curtin is a financial advisor at HSBC Securities (USA) Inc. with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2013. Curtin also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his registered representative duties. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a variety of client-directed and discretionary portfolio options. The firm employs a diversified investment process using multiple risk profiles and partners with affiliated and third-party providers for fund selection and account services.

Yi Min is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 66 and Series 63 licenses and five years of industry experience. Yi has worked at several firms including Merrill, Bank of America N.A., and Citizens Securities, and currently holds a dual role as a registered representative with HSBC Securities and as a Bank Officer with HSBC Bank (USA) N.A., an affiliate. HSBC Securities (USA) Inc. serves a diverse client base through multiple managed account programs, offering a range of client-directed and discretionary investment solutions supported by a multi-profile risk management process and global asset management partnerships.

Gerald Marra is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked with HSBC Securities since 2013 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of the firm, where he engages in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a model-based investment process and collaborates with affiliated and third-party providers for advisory and fund management services.

Ali Bukhari is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding a Series 66 credential and one year of industry experience. His prior work includes roles at HSBC Bank USA, N.A. and Faysal Bank LTD. Outside of his advisory duties, he works as a ride-share driver for Uber. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary investment options, using a range of risk profiles and a combination of strategic and tactical asset allocation developed with HSBC Global Asset Management.

Erick Pesantez Santana is a financial advisor at HSBC Securities (USA) Inc. with four years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at CitiGroup, Merrill, and Bank of America. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment process uses multiple risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, providing both discretionary and client-directed portfolio management.

Alberto Mattos is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at various HSBC affiliates since 2008. HSBC Securities (USA) Inc. offers managed account programs for a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment programs using multiple risk profiles and combines strategic asset allocation with ongoing fund due diligence and monitoring.