Gaze, a 16-year industry veteran, will be in charge of developing and executing the strategic direction of practice management and business-consulting services to help TDAI’s more than 4,000 affiliated independent registered investment advisors (RIAs) run and grow their businesses.
“Throughout my career, I’ve developed a track record of connecting deeply with advisors and understanding what they are struggling with, as well as adding insight and coaching to help them take their businesses to the next level,” Gaze said in an interview with AdvisorOne.
“TDAI is already doing a good job at just that and found that RIAs working with consultants had a 17% growth rate last year vs. 9% without a consultant,” she said.
Most recently, Gaze was an executive director at Morgan Stanley Private Bank, where she led new business-development initiatives that helped advisors focus on cultivating relationships with high-net-worth investors.
Before that post, Gaze helped build the practice-management consulting group for Wachovia Securities. She also has held a variety of sales and leadership roles at firms such as Merrill Lynch, Prudential and AllianceBernstein.