HSBC Private Banking, Americas Appoints New Philanthropic and Family Governance Specialist
July 17 2018 - 11:00AM
Business Wire
HSBC Private Banking, Americas today announced the appointment
of Carly McKeeman as Philanthropic and Family Governance
Specialist. She joins HSBC with more than 10 years of charitable
planning and administration experience. Based in New York, McKeeman
will report to Heather Flanagan, Regional Head of Private Wealth
Solutions for HSBC Private Banking, Americas.
In her new role, McKeeman will lead the development of the
Private Bank’s Philanthropy and Family Governance services. As part
of this effort, she will partner with leaders across HSBC’s Global
Private Wealth Solutions Group to bolster the bank’s local
capabilities in this pivotal space.
“We are thrilled to welcome Carly to the team. Her knowledge and
expertise will prove instrumental as we enhance and develop
charitable planning solutions for our private banking clients,
tailored to their unique values and needs,” said Flanagan.
“Additionally, our clients are more frequently asking for Family
Governance services and Carly’s deeply engrained experience and
skillset will help us bring our offering to a superior level of
service in this growing area.”
McKeeman joined HSBC from Evercore Wealth Management where she
worked with ultra-high-net-worth families and their outside
advisors on investment management and fiduciary planning matters.
McKeeman previously held positions at Fiduciary Trust and served as
the Associate Director of Planned and Major Gifts at Columbia Law
School.
In addition to being admitted to the Bars of California and New
York, McKeeman sits on the board of the New York chapter of the
Society of Trust and Estates Practitioners (STEP). She is also a
past Fellow of the American Bar Association Section of Real
Property, Trust and Estates, and has been recognized as a 2017-19
Young Leader to the American College of Trusts and Estates Counsel
(ACTEC). She is on the Board of Directors for the Women’s Prison
Association, a social services organization based in New York
City.
Notes to editors:
About HSBC Private Banking
As part of the HSBC Group, one of the world’s largest banking
and financial services organizations, HSBC Private Banking seeks to
be the leading international private bank for business owners and
their families. It provides clients with wealth, business and
family succession solutions in the largest and fastest growing
markets around the world. HSBC Private Banking is the marketing
name for the private banking business conducted by the principal
private banking subsidiaries of the HSBC Group.
For more information, visit www.hsbcprivatebank.com
HSBC Bank USA, National Association (HSBC Bank USA, N.A.)
serves customers through retail banking and wealth management,
commercial banking, private banking, and global banking and markets
segments. It operates bank branches in: California; Connecticut;
Delaware; Washington, D.C.; Florida; Maryland; New Jersey; New
York; Pennsylvania; Virginia; and Washington. HSBC Bank USA, N.A.
is the principal subsidiary of HSBC USA Inc., a wholly-owned
subsidiary of HSBC North America Holdings Inc. HSBC Bank USA, N.A.
is a Member of the FDIC. Investment and brokerage services are
provided through HSBC Securities (USA) Inc., (Member NYSE/FINRA/
SIPC) and insurance products are provided through HSBC Insurance
Agency (USA) Inc.
The HSBC Group
HSBC Holdings plc, the parent company of the HSBC Group, is
headquartered in London. The Group serves customers worldwide from
around 3,900 offices in 67 countries and territories in Europe,
Asia, North and Latin America, and the Middle East and North
Africa. With assets of US$2,522bn at 31 December 2017, HSBC is one
of the world's largest banking and financial services
organisations.
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version on businesswire.com: https://www.businesswire.com/news/home/20180717005075/en/
HSBC Private BankingMedia enquiries to:Matt Ward,
212-525-1931matthew.m.ward@us.hsbc.comorAnnie Richardson,
212-525-3827annie.richardson@us.hsbc.com
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