New York, NY 66 Hudson Boulevard Floors 3, 4, 5, 30, and Suites 2406, 2407 Office

Nicholas Codola is a CFA® charterholder with six years of industry experience, currently serving at HSBC Securities (USA) Inc. He has held prior roles at HSBC Global Asset Management, Orion Portfolio Solutions, and WealthPLAN Investment Management, among others. Codola is based in New York, NY. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process using multiple model risk profiles and combines strategic and tactical asset allocation with fund due diligence, providing both discretionary and client-directed portfolio management options.

Nicholas Maffucci is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked within various divisions of HSBC since 2014, including HSBC Private Bank and HSBC Technology & Services USA. In addition to his advisory role, he serves as a bank officer for HSBC Bank (USA) N.A., 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 through a range of client-directed and discretionary options. The firm’s investment approach combines strategic and tactical asset allocation with ongoing fund due diligence and offers services that include an Offshore Spectrum program for qualified non-resident aliens.

Patrick Wild is a CFA® charterholder with five years of industry experience. He is currently with HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., having joined in 2026. Prior to that, he worked at Franklin Advisers, Inc., Franklin Distributors, LLC, and Putnam Investment Management. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations. The firm uses a model-based investment process combining strategic and tactical asset allocation and provides both client-directed and discretionary portfolio management options.

Rayman Bovell is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and 21 years of industry experience. He has been with HSBC Securities since 2008, following a one-year tenure at Merrill. Outside of his advisory role, he is the owner of Down By The Sea Shore LLC, a business that holds the deed and mortgage for a residential property. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, with a range of client-directed and discretionary investment options. The firm uses multiple model risk profiles and a combination of strategic and tactical asset allocation supported by HSBC Global Asset Management and other affiliated providers.

Daniel Collins is a financial advisor at HSBC Securities (USA) Inc. with 33 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JP Morgan Securities Inc. for 19 years. He has also held a position at 185 Beach 125 Th Street LLC. HSBC Securities (USA) Inc. offers managed account programs that serve individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach includes multiple program types ranging from client-directed to fully discretionary accounts, using model risk profiles and a combination of strategic and tactical asset allocation developed in partnership with HSBC Global Asset Management.

Nayali Quezada is a financial advisor at HSBC Securities (USA) Inc. with eight years of industry experience. She holds a Series 66 designation and has previously worked at Lord Abbett & Co. and UBS Financial Services. Outside of her advisory role, Nayali serves as a junior board member for Safe Horizon, a nonprofit organization, where she participates in fundraising events. 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 across several program types, with both discretionary and client-directed options.

Christopher Brown is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with HSBC Securities (USA) Inc. He has previous work experience at UBS Financial Services Inc., John Hancock Investment Management, Yale University, The Compass Group, Amherst College, and J.Crew. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm uses a combination of strategic and tactical asset allocation with model risk profiles and conducts ongoing fund due diligence, serving clients via an Investment Adviser Representative who manages suitability assessments and account reviews.

Viktor Mashalov is a registered representative with HSBC Securities (USA) Inc. and holds Series 63 and Series 66 credentials. He has 11 years of industry experience, including a decade at HSBC Bank USA, N.A., where he also serves as a bank officer 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 client-directed and discretionary platforms. The firm combines strategic and tactical asset-allocation advice with ongoing fund due diligence and offers specialized programs such as an Offshore Spectrum program for non-resident aliens.

Darlington Okerulu is a financial advisor at HSBC Securities (USA) Inc. based in New York, NY, holding a Series 66 designation with 12 years of industry experience. His career includes roles at Morgan Stanley, TD Ameritrade, Citigroup, and HSBC Bank USA, N.A. prior to his current position. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm offers client-directed and discretionary investment programs, utilizing a structured investment process supported by HSBC Global Asset Management and third-party providers.

Daniela Rettig is a financial advisor with HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and bringing 10 years of industry experience. Her career includes roles at HSBC Global Asset Management and UBS Financial Services Inc. over the past decade. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, featuring both client-directed and fully discretionary options. The firm uses a model-based investment process combined with fund due diligence and ongoing monitoring through affiliated entities.

Carlos Singer is a Series 66-licensed financial advisor at HSBC Securities (USA) Inc. in New York, NY, with six years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley, as well as experience at Lera Investment Technologies and Activest Wealth Management. He attended Cornell University before beginning his career in financial services. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and discretionary portfolio options, utilizing multiple model risk profiles and asset allocation strategies developed in partnership with HSBC Global Asset Management and affiliated providers.

Hugh Tuomey is a financial advisor at HSBC Securities (USA) Inc. with 36 years of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Mellon Investment Corp., MBSC Securities Corp, Standish Mellon Asset Management, and Build Asset Management, LLC. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm employs a structured investment process incorporating strategic and tactical asset allocation, with options ranging from client-directed to fully discretionary programs, supported by affiliated and third-party providers.

Michael Melchione is a financial advisor at HSBC Securities (USA) Inc. in New York, NY, holding a Series 66 designation and seven years of industry experience. He previously worked at UBS Financial Services and has experience outside finance from roles at the University of Rhode Island and Kirby Perkins Construction. HSBC Securities 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 across various risk profiles and includes both discretionary and client-directed portfolio management options.

Nicholas Nunziato is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. He holds the Series 63 designation and has worked at HSBC Securities since 2017, as well as at Thomson Reuters, Inc. from 2013 to 2017. 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 employs a structured investment process involving multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring.