
Greg Gates
Managing Director, Chief Technology & Information Officer
LPL Financial
Greg Gates leads all aspects of Product – Information Technology, and is responsible for delivering LPL’s technology solutions, market leading platforms and wealth management offerings. His team drives innovation through differentiated products & client experiences to provide value at scale. Gates oversees the technology infrastructures that best serve LPL’s nearly ~28,000 financial professionals, ~1,100 institution-based investment programs, and ~500 investment programs, representing nearly $1.7 trillion of brokerage and advisory assets.
Mr. Gates joined LPL in 2018 with nearly two decades of senior-level management experience focused on the application of technology to solve business challenges on a global scale. Before joining LPL, Mr. Gates led Product Management and Engineering teams at PayPal from 2011 to 2018, focusing on internal technology platforms, merchant and consumer experiences, risk and security, and global operations. Prior to that, at Bank of America, he led a number of technology organizations, culminating in leadership of m 2002 to 2011.
Prioritizing service to others personally and professionally has helped Gates build meaningful relationships and promote more equitable, inclusive, and thriving technology teams while driving meaningful change in his community. Greg attributes this recent industry recognition to the outstanding team of talented technologists at LPL who are dedicated to building technology that helps our advisors run thriving businesses and connect with their clients in meaningful ways.