Fabio Nunes is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, Knox Capital, Evox Capital, and Par Capital. He also worked with Agia Treinamento for six years. 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’s investment process incorporates strategic and tactical asset allocation supported by HSBC Global Asset Management and uses multiple model risk profiles to tailor portfolios.

Guoli Rothbaum is a financial advisor with HSBC Securities (USA) Inc. in San Francisco, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Bank of America, Merrill, Thrivent Financial, Fidelity Brokerage Services, Goldman Sachs, and Tesla Inc./Solar City. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary investment options supported by a multi-tiered risk profile framework and collaboration with HSBC Global Asset Management.