Our Team

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

Dave Lavinsky
Managing Partner
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Jeff Jones
Vice President
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Michelle Mueller
Director of Compliance
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Zaya Bold
Director of Banking Synergies and Collaboration
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Lisa Martin
Director of Banking Partnerships

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Mimi Frey
Finance Manager


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Marci Glasgow
Senior Research Analyst


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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