Buffalo, NY Van Rensselaer Street Office

Bartolo Panepinto is a financial advisor at HSBC Securities (USA) Inc. with 24 years of industry experience. He has been with HSBC Securities since 2016. He holds Series 63 and Series 66 licenses. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm uses a structured investment process combining strategic and tactical asset allocation with ongoing fund due diligence, serving a broad client base via multiple program types and affiliated service providers.

Thomas Griffin is a financial advisor at HSBC Securities (USA) Inc. in Buffalo, NY, with 16 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Key Investment Services and Citigroup. Outside of his advisory role, he volunteers as an assistant coach for a travel soccer league in Buffalo. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation across various risk profiles, utilizing both discretionary and client-directed programs supported by multiple affiliated and third-party providers.

Christian Thompson is a financial advisor at HSBC Securities (USA) Inc. with one year of industry experience. He holds a Series 66 designation and has prior experience with Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of his advisory role, Thompson is active as a social media influencer on TikTok, creating content focused on storytelling unrelated to his financial work. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm employs a range of model risk profiles and combines strategic and tactical asset allocation with fund due diligence, providing both client-directed and discretionary portfolio management options.

Mary Juliet Manavalan is a financial advisor with HSBC Securities (USA) Inc. and has 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked with HSBC Bank USA, N.A. since 2015 in addition to her role at HSBC Securities. In her dual role, she also serves as a Bank Officer for HSBC Bank, engaging 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, offering both client-directed and fully discretionary investment options. The firm uses a structured investment approach supported by HSBC Global Asset Management and various affiliated providers, distinguishing itself with services such as the Offshore Spectrum program for qualified non-resident clients.

Gregory Holgate is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He has worked at HSBC Securities since 2009. HSBC Securities offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through multiple program types, including client-directed and fully discretionary options. The firm’s investment process integrates strategic and tactical asset allocation with ongoing fund due diligence, providing a range of services supported by affiliated and third-party providers.

James Gomez is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has held various roles with HSBC Bank USA, N.A. and HSBC Securities since 2016. In addition to his registered representative duties, he serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliated entity. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through a range of client-directed and discretionary portfolio options. The firm employs a five-profile risk model and leverages affiliated asset management and fund due diligence teams to support its investment process, including a specialized Offshore Spectrum program for qualified non-resident clients.

Arvin Reyes is a financial advisor at HSBC Securities (USA) Inc. with 19 years of industry experience. He holds Series 63 and Series 66 registrations and has been with HSBC since 2014. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm combines strategic and tactical asset allocation advice with fund due diligence and ongoing monitoring, serving a broad client base with both non-discretionary and discretionary portfolio management.

Michael Winter is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes multiple roles within HSBC-affiliated entities as well as positions at Ameriprise, Valic Financial Advisors, Merrill, and Global Retirement Partners. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of client-directed and discretionary programs supported by a structured investment process that incorporates strategic and tactical asset allocation alongside fund due diligence.

Scott Kleiner is a financial advisor with HSBC Securities (USA) Inc., holding Series 66 and Series 63 licenses and 11 years of industry experience. He has been with HSBC Securities and its affiliate HSBC Bank USA, N.A. since 2015, working in dual roles as a registered representative and bank officer. HSBC Securities (USA) Inc. offers managed account programs to individual, retirement, charitable, and corporate clients, combining strategic and tactical asset allocation with fund due diligence and ongoing monitoring. The firm provides both client-directed and fully discretionary investment solutions, including a specialized Offshore Spectrum program for qualified non-resident aliens.

Russell Scherrer III is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 66 licenses and possessing 18 years of industry experience. He has been with HSBC Securities since 2011. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, utilizing various program types that range from client-directed to fully discretionary management. The firm employs a structured investment process incorporating multiple risk profiles and partners with affiliated and third-party providers for advisory, fund selection, and custody services.

Wei Zhao is a financial advisor at HSBC Securities (USA) Inc. with Series 63 and Series 66 credentials and four years of industry experience. He has worked at HSBC Securities since 2021 and has been associated with HSBC Bank USA since 2013. HSBC Securities (USA) Inc. offers 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 ongoing fund due diligence and monitoring, providing services through a model risk profile framework and a network of affiliated and third-party providers.

Keith Smith is a financial advisor at HSBC Securities (USA) Inc. in Buffalo, NY, with 20 years of industry experience. He has been with HSBC Securities since 2013 and holds Series 63 and Series 66 designations. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary offerings. The firm employs a multi-profile investment process and utilizes affiliated and third-party providers for advisory, fund selection, and administrative services.

Nate Waldmiller is a financial advisor at HSBC Securities (USA) Inc. based in Buffalo, NY, holding a Series 66 designation with 12 years of industry experience. He has worked at HSBC Bank USA, N.A. since 2015 and HSBC Securities Inc. since 2012. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm combines strategic and tactical asset allocation advice with ongoing fund due diligence and monitoring, providing a mix of client-directed and discretionary portfolio management options.

Lawrence Orsini is a financial advisor with HSBC Securities (USA) Inc. in Buffalo, NY, holding Series 63 and Series 65 credentials and with 33 years of industry experience. He has worked at HSBC Bank USA, N.A. since 2016 and HSBC Securities (USA) Inc. since 2015. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through several program types, including client-directed and fully discretionary options. The firm’s investment process uses multiple risk profiles and combines strategic and tactical asset allocation with manager selection and ongoing fund monitoring.

Ricardo Espejo is a financial advisor with HSBC Securities (USA) Inc. based in Buffalo, NY, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has been with HSBC Securities since 2015 and also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of his firm, where he engages in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and fully discretionary investment options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and affiliated providers, distinguishing itself with a range of program types including an Offshore Spectrum program for non-resident aliens.