CIMA® President, Purpose Consulting Group
Christine Gaze is the founder and managing partner of Purpose Consulting Group, a ﬁrm focused on developing cutting edge practice management programs that engage and advance ﬁnancial professionals. Christine specializes in conducting research that generates unique insights and developing custom 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. Her work helped generate billions in new assets and promote a culture of excellence.
Through Purpose Consulting Group, Christine has conducted extensive research studies that generated insights and best practices on a variety of topics including: top advisory teams, intergenerational challenges, succession planning for advisors, and retirement plan advisor strategies. 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, Investment News, and Fundﬁre.
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 two non-proﬁt organizations. She is a counselor and trainer at Bottomless Closet, which is committed to connecting women with work. At Domus, which helps severely under-privileged children rise above adversity through academic support and emotional skill building, Christine is a mentor.
Christine resides in Darien, CT with her husband and stepchildren. Together they are always in search of the next great adventure where they can indulge their love of hiking, biking, and dining.