{"id":520749,"date":"2021-07-30T08:58:06","date_gmt":"2021-07-30T12:58:06","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\/"},"modified":"2021-07-30T08:58:06","modified_gmt":"2021-07-30T12:58:06","slug":"greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\/","title":{"rendered":"Greg Gates Named Managing Director, Chief Technology &amp; Information Officer for LPL Financial"},"content":{"rendered":"<div class=\"mw_release\">\n<p align=\"left\">CHARLOTTE, N.C., July  30, 2021  (GLOBE NEWSWIRE) &#8212; <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=f0KTny-rzccM_72L5upnNKaYtqmd8POjQITAbukPjlDF3KSbD9qR70PG2QvMPAZBOg1UJ3XybC1JX4XZ9_pe6A==\" rel=\"nofollow noopener\" target=\"_blank\">LPL Financial LLC<\/a> (Nasdaq:LPLA)\u00a0announced today that Greg Gates has been named managing director and Chief Technology &amp; Information Officer, effective immediately. In this role, Gates will oversee all aspects of the firm\u2019s technology and systems applications, leading the firm\u2019s efforts to deliver a differentiated technology experience for LPL advisors, RIAs and institutions, and their clients. He reports directly to President and CEO Dan Arnold, and is based out of LPL\u2019s Carolinas campus. Gates has served as interim head of technology since February 2021.<\/p>\n<p>\u201cSince joining the firm, Greg has been integral to helping us improve the quality and speed-to-market of the technology solutions we provide to our clients, increasing the value we deliver to advisors for every dollar we spend on technology,\u201d said Arnold. \u201cMore recently, as interim head of technology, he has demonstrated both the vision and operational excellence to deliver on our ambitious agenda to put our advisors, RIAs and institutions at the center of a differentiated digital experience that fuels their business and client relationships.\u201d<\/p>\n<p>Gates said, \u201cIt is an honor to be in a position to empower the businesses of thousands of financial advisors as they work to solve challenges and create opportunities for millions of American investors. I am grateful to the talented team of technologists I work with every day for how they have embraced our mission to make LPL\u2019s technology a game-changer for our clients that improves their quality of life, as well as the quality of their business outcomes.\u201d<\/p>\n<p>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.<\/p>\n<p>Gates fills a role previously held by Scott Seese, who is departing LPL following an extended leave of absence to care for a family member with an advanced illness.<\/p>\n<p>\n        <strong><br \/>\n          <u>About LPL Financial<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 19,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to objective guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.<\/p>\n<p>* Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research &amp; Consulting Annual TPM Report); Fortune 500 as of June 2021<\/p>\n<p>Securities and advisory services offered through LPL Financial LLC, an SEC- registered broker-dealer and investment advisor. Member FINRA\/ SIPC<\/p>\n<p>Throughout this communication, the terms \u201cfinancial advisors\u201d and \u201cadvisors\u201d are used to refer to registered representatives and\/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the \u201cInvestor Relations\u201d or \u201cPress Releases\u201d section of our website.<\/p>\n<p>Connect with Us!<\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=TiemZMaPFGRXF9HDkGMDU-i58vWy0zgHp7G2u-V0aPWSZrsZT0u-OPHjaIkPlBrOjLwrbFtxkFKE2zOzuyRxX7RoVldPiM_Ot3eputlqoxw=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/twitter.com\/lpl<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=TiemZMaPFGRXF9HDkGMDUyJVuFreNQAX7P446n1Rmj4WowhsCpAxClFpWA4gzAQDtAeHfF2NWmramdSf5JtiPbhrTGGHn4IIfinPNPhvObJqjGIVIG4hch5wUcDA3QGXqXeYEUmT9e67PV3JWhciBdExIZQLSZ-Z3nXfUo9Gflg=\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.linkedin.com\/company\/lpl-financial<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=TiemZMaPFGRXF9HDkGMDUxyd7nv4ZX6TCSbyBiP7rFzPkU2bgixFFhTpX3dP8G-1FaTF-Q4uCJOSgrqoTd9HWtX-5ckThgRUi3IpnmOcF2EyvYiRmhqvbeKUyZmIPhv1_rRy1gzAwA-yycbQaQaFBg==\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.facebook.com\/LPLFinancialLLC<\/a>\n      <\/p>\n<p>\n        <a href=\"https:\/\/www.globenewswire.com\/Tracker?data=TiemZMaPFGRXF9HDkGMDU9t2fBMoCLJfzhXThJYPSpC-KZsazKNpaN4TgVxSYuVXvN2qBmtSe4-iDMVwmKgrIAdOCinaKQsJjqMYTtOcCL15eboOTabAzjUfwc_rm6rYEjLipexrPhoYd_p-6C4HrA==\" rel=\"nofollow noopener\" target=\"_blank\">https:\/\/www.youtube.com\/user\/lplfinancialllc<\/a>\n      <\/p>\n<p>\n        <strong><br \/>\n          <u>Media Contact:<\/u><br \/>\n        <\/strong><br \/>\n        <br \/>Lauren Hoyt-Williams<br \/>(980) 321-1232<br \/><u><a href=\"https:\/\/www.globenewswire.com\/Tracker?data=b5MciLzYwXV36Wa6x86BFRUeb7NW80M5QH5GatXOMyyuBgr8lwOWUPsIeebBQpAlhNSC45KsCIpcAm1oLnH5uRp6Pfv3dBqO_E9J4Fkz85BThP6g-ZIIGXGM2VPhwL5Q\" rel=\"nofollow noopener\" target=\"_blank\">Lauren.Hoyt-Williams@lpl.com<\/a><\/u><\/p>\n<p>      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODI4OTc0OSM0MzIyOTAxIzIwMTkxNDA=\" width=\"1\" height=\"1\" \/><br \/>\n      <br \/>\n      <img loading=\"lazy\" decoding=\"async\" class=\"__GNW8366DE3E__IMG\" src=\"https:\/\/ml.globenewswire.com\/release\/track\/11fbca13-33bd-439b-8646-bf68b5ca9a74\" width=\"1\" height=\"1\" \/>\n    <\/div>\n<div class=\"mw_contactinfo\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>CHARLOTTE, N.C., July 30, 2021 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC (Nasdaq:LPLA)\u00a0announced today that Greg Gates has been named managing director and Chief Technology &amp; Information Officer, effective immediately. In this role, Gates will oversee all aspects of the firm\u2019s technology and systems applications, leading the firm\u2019s efforts to deliver a differentiated technology experience for LPL advisors, RIAs and institutions, and their clients. He reports directly to President and CEO Dan Arnold, and is based out of LPL\u2019s Carolinas campus. Gates has served as interim head of technology since February 2021. \u201cSince joining the firm, Greg has been integral to helping us improve the quality and speed-to-market of the technology solutions we provide to our clients, increasing the value we &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;Greg Gates Named Managing Director, Chief Technology &amp; Information Officer for LPL Financial&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-520749","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Greg Gates Named Managing Director, Chief Technology &amp; Information Officer for LPL Financial - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Greg Gates Named Managing Director, Chief Technology &amp; Information Officer for LPL Financial - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"CHARLOTTE, N.C., July 30, 2021 (GLOBE NEWSWIRE) &#8212; LPL Financial LLC (Nasdaq:LPLA)\u00a0announced today that Greg Gates has been named managing director and Chief Technology &amp; Information Officer, effective immediately. In this role, Gates will oversee all aspects of the firm\u2019s technology and systems applications, leading the firm\u2019s efforts to deliver a differentiated technology experience for LPL advisors, RIAs and institutions, and their clients. He reports directly to President and CEO Dan Arnold, and is based out of LPL\u2019s Carolinas campus. Gates has served as interim head of technology since February 2021. \u201cSince joining the firm, Greg has been integral to helping us improve the quality and speed-to-market of the technology solutions we provide to our clients, increasing the value we &hellip; Continue reading &quot;Greg Gates Named Managing Director, Chief Technology &amp; Information Officer for LPL Financial&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2021-07-30T12:58:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODI4OTc0OSM0MzIyOTAxIzIwMTkxNDA=\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"Greg Gates Named Managing Director, Chief Technology &amp; 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In this role, Gates will oversee all aspects of the firm\u2019s technology and systems applications, leading the firm\u2019s efforts to deliver a differentiated technology experience for LPL advisors, RIAs and institutions, and their clients. He reports directly to President and CEO Dan Arnold, and is based out of LPL\u2019s Carolinas campus. Gates has served as interim head of technology since February 2021. \u201cSince joining the firm, Greg has been integral to helping us improve the quality and speed-to-market of the technology solutions we provide to our clients, increasing the value we &hellip; Continue reading \"Greg Gates Named Managing Director, Chief Technology &amp; Information Officer for LPL Financial\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\/","og_site_name":"Market Newsdesk","article_published_time":"2021-07-30T12:58:06+00:00","og_image":[{"url":"https:\/\/www.globenewswire.com\/newsroom\/ti?nf=ODI4OTc0OSM0MzIyOTAxIzIwMTkxNDA=","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/greg-gates-named-managing-director-chief-technology-information-officer-for-lpl-financial\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"Greg Gates Named Managing Director, Chief Technology &amp; 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