Greg Gates

Managing Director, Chief Technology & Information Officer at LPL Financial

Gates oversees all aspects of the firm’s technology and systems applications, leading the firm’s efforts to deliver a differentiated technology experience for LPL advisors, RIAs and institutions, and their clients.

Gates joined LPL in 2018 with nearly two decades of senior-level FinTech management experience in technology strategy, including creation, development and delivery. He has demonstrated a disciplined approach to the agile development of customer-centric technology, emphasizing ease of use, speed of delivery and high quality. Before joining LPL, he led product management and engineering teams at PayPal. Prior to that, at Bank of America, he led a number of technology organizations in the consumer, corporate and securities organization, culminating in leadership of large transition efforts and contact center technology.


Previous companies

PayPal logo
Bank of America logo


  • Managing Director, Chief Technology & Information Officer

    Current role

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