GT Securities’ broker-dealer leadership and compliance team collectively has over 150 hundred years of deal-making, research and securities industry experience – including FINRA, SEC, and state securities licensing, compliance and regulation.
Broker-Dealer Team
Jay Turo
Managing Partner
Dave Lavinsky
Managing Partner
Jeff Jones
Vice President
Michelle Mueller
Director of Compliance
Zaya Bold
Director of Banking Synergies and Collaboration
Lisa Martin
Director of Banking Partnerships
Mimi Frey
Finance Manager
Marci Glasgow
Senior Research Analyst
Compliance and Technology Partners
Dedicated resources at our best-of-class compliance and technology partners below enable our bankers to execute upon complex deals and transactions of almost every type.
Investment Care
MCO
Global Relay
Box
Salesforce
Research and Intelligence Platforms
GT Securities unparalleled access to the world’s best research and intelligence platforms below drive efficient, client-focused advice and deal-making.
S&P Capital IQ
PitchBook
Family Office Database
IBISWorld
D&B Hoovers
BizBuySell
