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Christine Gaze, CIMA®,CFP®

Founder & Managing Partner, Purpose Consulting Group


Women in Wealth Program & Reception: Planning for Investment Risk in Today’s Market


This educational Women in Wealth program series is a community event designed for women practitioners to learn from peers and subject matter experts. Join experts and your peers for an interactive program, which includes two panels featuring sponsoring firm thought leaders, led by IWI moderators.

Planning for Uncertainty 

      • Evaluate portfolio risk management strategies
      • Investing Considerations for impact and social investing


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. Gaze 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. Gaze 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. Gaze is a frequent speaker at industry events, a writer for industry publications and is often quoted in the press, including “The Wall Street Journal,” Financial Planning, InvestmentNews and Fundfire. Christine resides in Darien, Connecticut, 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.