Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
11 supported by public sources, 0 supplied by the profile owner
Committee roles
Not establishedNo committee role is currently confirmed by the cited sources
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Previously served as President, Secretary and director at AtlasClear Holdings from October 2022 to February 2023. Co-Chairman of Magellan Global since 2016. Former President and Head of Investment Banking at INTL FCStone Financial Inc. from 2010 to 2016 and founder/CEO of Provident Group.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Board appointments

Governance

Board appointments, committee responsibilities and disclosed relationships.

Board and advisory record

Board service

Sources are shown with each role, education record, or credential.

Director

AtlasClear Holdings, Inc.

2025-01-01 · current

Confirmed by public sourceView source

Connections

Explore the roles, education and affiliations published in this record.

AtlasClear Holdings, Inc.

Open AtlasClear Holdings, Inc. profile →

Director at AtlasClear Holdings, Inc.

2025-01-01 → End not stated

current · source reported

Observed: 2026-09-18

AtlasClear Holding…AtlasClear Holdings, Inc.Steven J. Carlson

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec ProxyPublic profile sourceSupports Director at AtlasClear Holdings, Inc. (OTC: ATCHW).Open sourceSource 2 · Sec FilingATCH 10-K executive officersSupports AI and ML experience, Cybersecurity experience, Executive company, Executive title, Other Company Role, Technology background.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:steven-j-carlson
Record version
public-0

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · Source reportedAI and ML experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Board membership · Source reportedServes on the board of AtlasClear Holdings, Inc.1 source
Verification
Source reported
Confidence
Not stated
Last reviewed
Not stated
Cybersecurity experience · Source reportedCybersecurity experience: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Executive company · Source reportedExecutive at AtlasClear Holdings, Inc.1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Executive title · Source reportedExecutive title: Director1 source
Verification
Source reported
Confidence
94%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Other Company Role · Source reportedSteven J. Carlson is also linked to Magellan Global as Co-Chairman.1 source
Verification
Source reported
Confidence
70%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

Technology background · Source reportedTechnology background: not identified in the cited filing1 source
Verification
Source reported
Confidence
72%
Last reviewed
May 15, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

View all sources3 records
  1. https://www.sec.gov/Archives/edgar/data/1963088/000149315226020723/formdef14a.htm

    Sec Proxy · Tier not stated · Reviewed Sep 2, 2026

    Supports: Director at AtlasClear Holdings, Inc. (OTC: ATCHW)

  2. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 15, 2026

    Supports: AI and ML experience · Cybersecurity experience · Executive company · Executive title · Other Company Role · Technology background

  3. https://www.sec.gov/Archives/edgar/data/1963088/000149315226020723/formdef14a.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership