Robert G. McBey

Chief Executive Officer at

AtlasClear, Inc.

62 year

14 connections

Finance

Technology Services

Consumer Services

Profile

Robert G.
McBey was the founder of Potamus Trading LLC, founded in 2012, where the title held was Managing Director-Business Development from 2012 to 2017.
The current job is Chairman & Chief Executive Officer at AtlasClear, Inc., starting in 2022.
Former jobs include President & Chief Executive Officer at Wilson-Davis & Co., Inc. from 2021 to 2024; Chief Compliance Officer & Director-Internal Audit at Sutro & Co., Inc. from 1992 to 1997; SVP, Director-Internal Audit & Compliance Officer at Southwest Securities, Inc. from 1998 to 2000; COO & Director-Securities Lending at Southwest Securities, Inc. from 2002 to 2008; Director at AtlasClear Holdings, Inc. from 2024 to 2025; Executive Vice President at SWS Group, Inc.; Member at New York Stock Exchange, Inc.; Senior Vice President & Branch Manager at Principal Financial Securities, Inc. from 1997 to 1998; Internal Auditor at Prudential-Bache Securities, Inc. from 1986 to 1992; Executive VP & Head-Clearing Services at Penson Financial Services, Inc. from 2010 to 2012.
Education includes undergraduate studies at York University.

Robert G. McBey active positions

Companies	Position	Start
AtlasClear, Inc. AtlasClear, Inc. Packaged SoftwareTechnology Services Provides technology platform for trading, clearing, settlement and banking services	Chief Executive Officer	01/08/2022

All active positions of Robert G. McBey

Former positions of Robert G. McBey

Companies	Position	End
ATLASCLEAR HOLDINGS, INC.	Chief Executive Officer	10/12/2024
Wilson-Davis & Co., Inc. Wilson-Davis & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Chief Executive Officer	10/12/2024
Potamus Trading LLC Potamus Trading LLC Investment Banks/BrokersFinance Provides securities brokerage services	Founder	01/01/2017
Penson Financial Services, Inc. Penson Financial Services, Inc. Investment Banks/BrokersFinance Provides securities execution, clearing, custody and settlement services	Corporate Officer/Principal	01/01/2012

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Linked companies

Private companies	11
SWS Group, Inc. SWS Group, Inc. Investment Banks/BrokersFinance Offers securities clearing and financial services	Finance
New York Stock Exchange, Inc. New York Stock Exchange, Inc. Investment Banks/BrokersFinance Operates securities exchange market	Finance
Wilson-Davis & Co., Inc. Wilson-Davis & Co., Inc. Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Sutro & Co., Inc. Sutro & Co., Inc. Investment Banks/BrokersFinance Securities Brokerage	Finance
Principal Financial Securities, Inc. Principal Financial Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
York University York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Penson Financial Services, Inc. Penson Financial Services, Inc. Investment Banks/BrokersFinance Provides securities execution, clearing, custody and settlement services	Finance
Potamus Trading LLC Potamus Trading LLC Investment Banks/BrokersFinance Provides securities brokerage services	Finance
Prudential-Bache Securities Prudential-Bache Securities Investment Banks/BrokersFinance Provides security brokerage services	Finance
AtlasClear, Inc. AtlasClear, Inc. Packaged SoftwareTechnology Services Provides technology platform for trading, clearing, settlement and banking services	Technology Services
AtlasClear Holdings, Inc. AtlasClear Holdings, Inc. Packaged SoftwareTechnology Services Provides banking and clearing services	Technology Services