About Us

Our mission is simple: We help smart people do big things.

Our TRUE GRIT compels us to ask tough questions, talk about the elephant in the room, and get our hands dirty to make sure your engagement is on-point. We take a THOUGHTFUL APPROACH to developing strategy and action planning, as we recognize that each organization requires a customized approach that acknowledges the nooks and crannies to ensure enduring success. We generate UNIQUE INSIGHTS by devouring new research and vetting ideas with our esteemed circle of financial advisory leaders. Our clients benefit from the DEEP KNOWLEDGE amassed by our experience in financial services and made richer by the diverse talents of our team.

Christine Gaze
Christine Gaze President

Christine Gaze is a practice management expert who is passionate about collaborating with smart people to create positive change that drives tangible business results. Over the past 18 years, she has held a variety of leadership roles in practice management, human capital, and sales at firms such as Merrill Lynch, Morgan Stanley, AllianceBernstein, and TD Ameritrade.

Christine has successfully developed and implemented several successful thought leadership initiatives, product launches, and culture change efforts. She is an avid researcher, thought leader, teacher, and consummate student of the business.  

In her most recent role, as Director of Practice Management at TD Ameritrade, she developed a comprehensive strategy for practice management that included multi-modal delivery of content and carved out compelling offerings for elite advisory teams.  Prior to this Christine played a key role in helping to launch Morgan Stanley’s Private Bank and led a significant culture change effort as Head of Professional Development at AllianceBernstein.  Read more >

Jacqueline Farrington
Jacqueline Farrington Director of Training

Jacqueline Farrington has been coaching senior executives and board-level leaders to master executive presence and leadership communication strategies for over 15 years.  She is passionate about helping leaders create the kind of presence and impact they need to succeed in all business settings. She has a particular focus in cross-generational and gender leadership challanges.   As a communications consultant and trainer,  she believes in providing solutions based on solid current research and enjoys blending her experience in communications, psychology, organizational/executive coaching, and the performing arts to provide innovative solutions to challenging issues.

Jacqueline got her start in academia.  She taught at Yale for 15 years and was a frequent guest lecturer at prestigious institutions like the London School of Business and Xavier University. Since then she has designed and delivered communications, leadership development, and employee engagement programs for  many leading firms including Goldman Sachs, JP Morgan Chase, Credit Suisse, Accenture, Deutsche Bank and AllianceBernstein.  Read more >

Amanda Powers
Amanda Powers Marketing Manager

Amanda Powers brings a 10-year track record of high performance as an advertising executive to the team.  She has extensive experience developing successful campaigns and product launch plans using broadcast, print, and a vast array of digital vehicles like eCRM, banner, and mobile.  

She has put brands like Dos Equis "on the map" with her work on the CLIO winning account team for "The Most Interesting Man in the World" campaign.  Her broad client experience includes pharmaceutical, airlines, packaged goods, and finance working for firms like Euro RSCG and Saatchi and Saatchi. Amanda thoroughly enjoys helping clients to articulate, imagine, and achieve their goals.

Her commitment to research, focus groups, and product innovation sessions enables her to exceed clients’ expectations.

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Susan Gardner
Susan Gardner Research Associate

Susan Gardner has a wealth of experience conducting high quality research, in a variety of settings. She has worked as a Research Assistant at the Hudson Institute in Washington, D.C. and the School of Public Policy at University College London, and has also undertaken extensive independent research. She recently received a PhD from University College London, with her doctoral research tackling the subject of member state influence in intergovernmental organizations. Her doctoral dissertation, entitled Member state performance in intergovernmental organizations: the case of the European Union Stability and Growth Pact, has been nominated for the Jean Blondel prize for best dissertation submitted in 2013.

Over the course of her PhD, Susan taught several seminars at University College London and King’s College London, to both graduate and undergraduate students, in the areas of politics and economics. She also worked on two grant projects that sought to understand both causes and effects of the economic crisis in the Eurozone, and was invited to present the results of these at numerous academic conferences. Read more >

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