Robert G. McBey
Chief Executive Officer at ATLASCLEAR HOLDINGS, INC.
Profile
Robert G.
McBey is the founder of Potamus Trading LLC, which was founded in 2012.
He held the title of Managing Director-Business Development from 2012 to 2017.
Currently, Mr. McBey holds the position of President & Chief Executive Officer at Wilson-Davis & Co., Inc. since 2018.
He is also the Chairman & Chief Executive Officer at AtlasClear, Inc. since 2022, and at AtlasClear Holdings, Inc. since 2023.
In his former positions, Mr. McBey served as the Chief Compliance Officer & Director-Internal Audit at Sutro & Co., Inc. from 1992 to 1997.
He was the SVP, Director-Internal Audit & Compliance Officer at Southwest Securities, Inc. from 1998 to 2000, and later became the COO & Director-Securities Lending at the same company from 2002 to 2008.
He also held the title of Executive Vice President at SWS Group, Inc. and was a Member of the New York Stock Exchange, Inc. Additionally, he worked as a Senior Vice President & Branch Manager at Principal Financial Securities, Inc. from 1997 to 1998, and as an Internal Auditor at Prudential-Bache Securities, Inc. from 1986 to 1992.
From 2010 to 2012, he served as the Executive VP & Head-Clearing Services at Penson Financial Services, Inc.Mr. McBey obtained his undergraduate degree from York University.
Robert G. McBey active positions
| Companies | Position | Start |
|---|---|---|
| ATLASCLEAR HOLDINGS, INC. | Chief Executive Officer | 31/01/2023 |
AtlasClear, Inc.
 AtlasClear, Inc. Packaged SoftwareTechnology Services AtlasClear, Inc. engages in building a cutting-edge technology enabled financial services firm that would create a more efficient platform for trading, clearing, settlement, and banking of evolving, and innovative financial products with a focus on financial services firms. The company was founded on January 13, 2022 and is headquartered in Tampa, FL. | Chief Executive Officer | 31/07/2022 |
Wilson-Davis & Co., Inc.
 Wilson-Davis & Co., Inc. Investment Banks/BrokersFinance Wilson-Davis & Co., Inc. provides securities brokerage services. The company was founded in 1968 and is located in Salt Lake City, UT | Chief Executive Officer | 31/12/2020 |
Former positions of Robert G. McBey
| Companies | Position | End |
|---|---|---|
Potamus Trading LLC
 Potamus Trading LLC Investment Banks/BrokersFinance Part of Potamus Management LLC, Potamus Trading LLC is a company that provides securities brokerage services. The company is based in Boston, MA. | Founder | 31/12/2016 |
Penson Financial Services, Inc.
 Penson Financial Services, Inc. Investment Banks/BrokersFinance Founded in 1995 by Daniel P. Son and Phil Pendergraft, Penson Financial Services, Inc. (PFSI) is a broker/dealer headquartered in Dallas, Texas. The firm is a subsidiary of Penson Worldwide, Inc. (NasdaqGS: PNSN). They provide flexible, technology-based processing solutions for the execution, clearing, custody and settlement of securities transactions. PFSI also offers a platform for registered investment advisors and provides prime brokerage services to hedge funds and other institutional investors. The firm does not provide any internal research. PFSI is a member of FINRA and the SIPC | Corporate Officer/Principal | 31/12/2011 |
| Principal Financial Securities, Inc. | Corporate Officer/Principal | 31/12/1997 |
Training of Robert G. McBey
| York University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| ATLASCLEAR HOLDINGS, INC. | Technology Services |
| Private companies | 9 |
|---|---|
SWS Group, Inc.
 SWS Group, Inc. Investment Banks/BrokersFinance SWS Group, Inc. is a diversified financial services holding company. The company delivers investment banking, commercial banking and related financial services to individual, corporate and institutional investors, broker/dealers, governmental entities and financial intermediaries. It operates through four segments: Clearing, Retail Brokerage, Institutional Brokerage and Banking. The Clearing segment provides clearing and execution services for general securities broker/dealers, for bank affiliated firms and firms specializing in high volume trading. The Retail Brokerage segment includes retail securities products and services, insurance products and managed accounts and encompasses the activities of its employee registered representatives and independent representatives. The Institutional Brokerage segment serves institutional customers in securities lending, investment banking and public finance, fixed income sales and trading, proprietary trading and agency execution services. The Banking segment offers traditional banking products and services and focuses on small business lending and short-term funding for mortgage bankers. SWS Group was founded by Donald A. Buchholz in 1972 and is headquartered in Dallas, TX. | Finance |
| Principal Financial Securities, Inc. | Finance |
| Sutro & Co., Inc. | Finance |
New York Stock Exchange, Inc.
 New York Stock Exchange, Inc. Investment Banks/BrokersFinance New York Stock Exchange, Inc. operates securities exchange market. The company offers services to equity and stock market participants like listed companies, individual and institutional investors, and member firms of the stock exchange. It bring together cash equities and derivatives exchange for listings, trading in cash equities, equity and interest rate derivatives, bonds, and the distribution of market data. New York Stock Exchange was founded in 1792 and is headquartered in New York City, NY | Finance |
AtlasClear, Inc.
AtlasClear, Inc. Packaged SoftwareTechnology Services AtlasClear, Inc. engages in building a cutting-edge technology enabled financial services firm that would create a more efficient platform for trading, clearing, settlement, and banking of evolving, and innovative financial products with a focus on financial services firms. The company was founded on January 13, 2022 and is headquartered in Tampa, FL. | Technology Services |
Wilson-Davis & Co., Inc.
Wilson-Davis & Co., Inc. Investment Banks/BrokersFinance Wilson-Davis & Co., Inc. provides securities brokerage services. The company was founded in 1968 and is located in Salt Lake City, UT | Finance |
Potamus Trading LLC
Potamus Trading LLC Investment Banks/BrokersFinance Part of Potamus Management LLC, Potamus Trading LLC is a company that provides securities brokerage services. The company is based in Boston, MA. | Finance |
| Prudential-Bache Securities | |
Penson Financial Services, Inc.
Penson Financial Services, Inc. Investment Banks/BrokersFinance Founded in 1995 by Daniel P. Son and Phil Pendergraft, Penson Financial Services, Inc. (PFSI) is a broker/dealer headquartered in Dallas, Texas. The firm is a subsidiary of Penson Worldwide, Inc. (NasdaqGS: PNSN). They provide flexible, technology-based processing solutions for the execution, clearing, custody and settlement of securities transactions. PFSI also offers a platform for registered investment advisors and provides prime brokerage services to hedge funds and other institutional investors. The firm does not provide any internal research. PFSI is a member of FINRA and the SIPC | Finance |
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