Keith Leong is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Charles Schwab & Co., Inc., TD Ameritrade, and Cetera Investment Services LLC. Outside of advising, he is an owner and partner in a commercial rental property. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, utilizing both client-directed and discretionary investment strategies supported by HSBC Global Asset Management and third-party providers.

Peter Curtin is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with HSBC Securities since 2013 and also serves as a Bank Officer for HSBC Bank USA, N.A., where he is involved in the sale of bank-related products and services. 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 services through a broad network of affiliated and third-party providers.

Yi Min is a financial advisor with HSBC Securities (USA) Inc. based in New York, NY, holding Series 66 and Series 63 licenses and five years of industry experience. Prior to joining HSBC Securities, Yi Min worked at Merrill and Bank of America, among other firms. Yi Min also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities, handling bank-related products and services in addition to their advisory role. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment solutions. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and provides services through affiliates and third-party providers.

Gerald Marra is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63, 65, and 66 credentials and bringing 29 years of industry experience. He has been with HSBC Securities since 2013 and also serves as a Bank Officer for HSBC Bank USA, N.A., an affiliate of the firm. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm utilizes a multi-profile investment process supported by HSBC Global Asset Management and affiliated providers, offering a range of programs including the Offshore Spectrum program for qualified non-resident aliens.

Ali Bukhari is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at HSBC Bank USA, N.A. alongside his current role. Outside of his advisory work, Bukhari also works as a rideshare driver for Uber. HSBC Securities (USA) Inc. offers managed account programs to a variety of clients, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and discretionary portfolio management using model risk profiles and collaborates with multiple affiliated and third-party providers for asset management and administrative services.

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. His prior experience includes roles at Bank of America, Merrill, and Citigroup. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment programs, utilizing a range of model risk profiles and leveraging investment advice from HSBC Global Asset Management and affiliated providers.

Alberto Mattos is a financial advisor with HSBC Securities (USA) Inc. in New York, NY. He holds Series 66 and Series 63 licenses and has nine years of industry experience. His career at HSBC spans over eight years across various roles within HSBC Securities USA, Inc. and HSBC Bank USA, N.A. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm uses a range of strategic and tactical asset-allocation models and combines discretionary and non-discretionary program types, including offerings tailored for private bank clients and qualified non-resident aliens.

Edgardo Contreras is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at HSBC Securities since 2019, following prior roles at Bridge Capital Solutions Corp and H.D. Vest Investment Services. HSBC Securities (USA) Inc. offers managed account programs to various clients, including individuals, retirement accounts, charitable organizations, and corporations, using multiple program types ranging from client-directed to fully discretionary. The firm’s investment process incorporates five risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence, serving a client base weighted toward non-discretionary portfolios.