AMERICAN TRUST INVESTMENT SERVICES - Key Persons
Daniel O'Halloran joined ATIS in 2015 and serves as its Chief Operations Officer. He also serves as the Compliance Officer for each of its affiliated financial companies including American Trust Investment Services Advisory and Chicago Management Advisors, LLC.
For over 37 years, Daniel has been involved as a leader and advisor in the securities industry. He ran an independent branch as part of the LaSalle Street Securities affiliated group since 2001. He is a graduate of the University of Kentucky. Daniel holds FINRA registrations Series 7, 24, 63, and 65. In addition, he is licensed for insurance products.
In his spare time, Daniel enjoys travelling with his wife through the USA's National Parks on his Harley-Davidson.
Kristopher (Kit) Kessler is a 20-year financial industry veteran, having served in retail sales, operations, trading, compliance, and management capacities. Kit's focus is on alternative investments and business development. Advisors regularly leverage his talents, skills, and resources to evolve their practices.
Job Titles:
- Managing Partner
- Principal
For 37 years, Michael Grady has served as a registered principal in the financial services industry. Michael earned his degree from Northern Illinois University. He holds FINRA registrations Series 4, 7, 24, 27, 63, 65. From 1994-2019, he was Director of Corporate Finance with LaSalle St. Securities, LLC, Lexington Securities, Inc., and Madison Securities, Inc., where he established a Research Department and Capital Markets Group. He was the founder of the LCM Internet Growth Fund, Inc. and its manager of LCM Capital Management, Inc. until its sale in 2002.
Michael holds the role of CEO/FINOP for ATIS and the role of Managing Member for its holding company, LCM Holdings. LCM Holdings includes the Advisory and Insurance arms of the organization.
Michael founded The Upward Foundation, with a mission to support distressed charities and individuals. He continues his participation as a board member.
Michael enjoys spending time with his family in Downers Grove, IL.