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
Chief Compliance Officer
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Zaya Bold
Director of Partnerships
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Mimi Frey
Finance Manager
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Carl Castro
Compliance Operations Manager
Marci Glasgow
Senior Research Analyst
Lisa Martin
Director of Recruiting

Compliance, Technology and Operations 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
Scout Recruiting Group
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

Awards & Recognitions

2022 Honoree
Top Software M&A Advisor
Top Compliance Services Provider
Most Innovative FinTech Company