American Trust Investment Services updates executive leadership for rapid growth.

American Trust Investment Services, a FINRA and SEC-registered boutique investment bank and broker-dealer, announced key updates to its executive leadership team as the firm continues its strategic transformation and rapid growth across equity capital markets, mergers and acquisitions, and corporate finance advisory. With an active IPO and ECM pipeline, NASDAQ Capital Markets membership, and an expanding international footprint, ATIS is positioning itself as a rising force in the boutique investment banking landscape. The firm maintains a strong national presence across the U.S., operates a dedicated team in Hong Kong, and is actively expanding into the Middle East.

American Trust Investment Services, Inc. (ATIS), a FINRA and SEC-registered boutique investment bank and broker-dealer, has announced significant updates to its executive leadership team. These changes coincide with the firm's strategic transformation and rapid growth across equity capital markets, mergers and acquisitions, and corporate finance advisory services. ATIS is positioning itself as a rising force in the boutique investment banking landscape.

The firm's active IPO and ECM pipeline, NASDAQ Capital Markets membership since 2024, and expanding international footprint are key drivers of its growth. ATIS maintains a strong national presence across the U.S., operates a dedicated team in Hong Kong, and is actively expanding into the Middle East, including Dubai and Abu Dhabi, to better support its growing roster of domestic and international issuers.

James F. Dever, Chief Executive Officer of ATIS, stated, "ATIS is entering one of the most dynamic growth phases in our history. We've built a leadership team with the experience and vision to compete at the highest levels of the boutique investment banking space. With our expanding global presence and enhanced market capabilities, we're uniquely positioned to help clients achieve their goals."

Recent highlights for ATIS include acting as the lead underwriter on multiple successful offerings, such as Marwynn Holdings (NASDAQ: MWYN) and Energys Group (NASDAQ: ENGS), and several additional IPOs and follow-ons slated for the coming quarters. The firm's NASDAQ Capital Markets membership has strengthened its execution capabilities and enabled direct market access for issuers and institutional investors.

The new executive leadership team includes:
- James F. Dever, Chief Executive Officer, leading ATIS' strategic vision and long-term growth initiatives.
- Kristopher "Kit" Kessler, President, driving client engagement strategy.
- Ian E. Lippy, Chief Operating Officer, overseeing operations, regulatory strategy, and execution infrastructure.
- James L. Clarren, Managing Director, Equity Capital Markets, overseeing origination and execution for IPOs and ECM transactions.
- Charles J. Slavinsky, Chief Compliance Officer, heading compliance and risk management programs.

ATIS specializes in IPOs, follow-on offerings, and strategic advisory services. Headquartered in the Midwest with offices nationwide, a growing presence in New York, a dedicated team in Hong Kong, and expanding operations in the Middle East, ATIS partners with emerging growth companies to deliver innovative capital markets solutions and long-term value creation.

For more information, contact:
Ariella Sherman
CEO, AS Strategic
IR@amtruinvest.com | www.amtruinvest.com