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Harbour Investments
In PWD coverage since August 25, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Pat Gilbert
Aug 24 · team liftout
PWD coverage
Moves
LPL's platform pitch lands $230 million father-son team
The father-son move shows LPL's technology strategy is reaching down market, where client retention is the proving ground.