Daniel O’Halloran headshot

Daniel O’Halloran

Managing Partner

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.

Check the background of this investment professional on FINRA Brokercheck.