CIMA® President, Purpose Consulting Group
Christine Gaze is the president of Purpose Consulting Group, LLC, a firm focused on developing cutting edge practice management programs that engage and advance advisors. She also co-founded Breakthrough for Growth, a firm dedicated to improving advisor human capital and sales performance. She specializes in conducting research and creating insights, content and training to help financial services leaders and their teams deliver business results.
Christine began her career as an advisor and over the past 20 plus 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. She has developed and implemented several successful thought leadership and training initiatives, product launches, and culture change efforts.
Through Purpose Consulting Group, Christine has conducted extensive research studies examining the challenges and best practices of top advisory teams. She has developed and delivered programs for thousands of advisors on topics like: high net worth client acquisition, succession planning for advisors, intergenerational wealth conversations, what wealthy women want, and the art of high performance teams. Christine is a frequent speaker at industry events, writer for industry publications, and is often quoted in the press, including The Wall Street Journal, Financial Planning,
and Investment News.
Christine has a B.S. in Business Administration and Psychology from the State University of New York College at Brockport. She holds the Certified Investment Management Analyst® (CIMA®) certification, administered through the Investments & Wealth Institute™ (formerly IMCA®) and taught in conjunction with The Wharton School, University of Pennsylvania.
Christine is passionate about education. She gives back to the profession as a member the Board of Directors for the Investments & Wealth Institute™ (formerly IMCA®) and through her work chairing several conference planning committees. She contributes to the community at Bottomless Closet, a non-profit organization committed to connecting women with work, where she serves as a counselor, trainer, and a member of the volunteer committee. Christine resides in Darien, CT with her husband and children. Together they are always in search of the next great adventure where they can indulge their love of hiking, biking, diving and dining.