EXECUTIVE COACHING & LEADERSHIP DEVELOPMENT

Trusted by Leaders in the Investment Industry

Executive Coaching for the Investment Banking, Global Markets, Private Capital and Asset Management Industries

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A woman with long hair stands with arms crossed in front of a wall featuring framed abstract artwork. She wears a blue dress with a red grid pattern. The room has white walls, additional wall art, and a sideboard with books and decorative items.

Hi, I’m Kristy Carrod,

After 20 years in the industry, I founded Birchstone Executive Coaching and Leadership Development to meet an important need—a boutique coaching and leadership development practice led by certified professionals with deep expertise in the broader investment banking industry.

Your environment is complex, and you need coaching partners who understand its demands and can integrate seamlessly.

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We design executive coaching and leadership development programs for established and emerging leaders in investment banking, asset management, private equity, private credit, and hedge funds.

Check out our customized market title programs!

OUR PROGRAMS

Specialized Knowledge in the Investment Industry

“I would recommend Kristy’s expertise and partnership to any of my peers.”

— David J. Skurka, EVP, Co-Head of Global Corporate & Investment Banking, National Bank

Stock market newspaper with bear and bull figurines symbolizing market trends.

“Kristy’s expertise in banking culture and leadership is invaluable.”

— Spencer Cavalier, President, Matrix Capital Markets Group, Inc

Why Partner with Us?

With over 20 years at top investment banks, we know the high-stakes, high-pressure environment you operate in. You don’t need to explain your industry to us—we’ve lived it.
As careers advance, new challenges emerge—balancing leadership, origination, execution, and personal priorities. We work with finance professionals to navigate this complexity and optimize their growth.
This isn’t about abstract theory. Our approach is grounded in real-world experience, industry insights, and evidence-based coaching techniques. Leaders leave our sessions with clear strategies and an action plan they can implement immediately.
You can expect the same level of expertise, trust, and responsiveness from Birchstone that your clients expect from you. That starts with an essential first step: taking the time to understand your team’s unique goals, challenges, and vision for success.

“Kristy’s passion for ensuring that everyone in the industry has the opportunity to reach their full potential is at the core of her values. Her inspirational leadership and mentorship are the key to her coaching success. Working with Kristy is not only a joy, but transformational.”
— Jennifer Ocampo-King, MD and Head of Securities Lending, TD Securities
“Kristy has been our coach and partner in leading our VP and Director coaching program since 2022. This has been a strategic investment in the learning, productivity, engagement, retention, and growth of our Corporate and Investment Banking teams. I would recommend Kristy’s expertise and partnership to any of my peers.“
— David J. Skurka, Executive Vice President, Co-Head of Global Corporate & Investment Banking, National Bank
“Kristy provides exceptional guidance and support, tailored to the unique challenges of the banking industry. Her expertise and personalized approach has helped me evolve in a number of ways and I’m unquestionably better positioned in my career having worked with her.”
—William J. O'Flaherty, MD, Investment Banking, Matrix Capital Markets Group, Inc.
“Kristy is a natural coach who leads with her relationship management abilities. Her judgement, interpersonal skills and understanding of the business allow her to build trust quickly and make a positive impact on culture and the development of teams.”
— Sara Stowe, MD and COO, Corporate and Investment Banking, Scotiabank
Kristy’s expertise in banking culture and leadership is invaluable, however, what sets her apart is her ability to quickly develop trusted relationships with our bankers and her boundless commitment to making our firm the best place to work.”
— Spencer Cavalier, President, Matrix Capital Markets Group, Inc.
“Kristy is currently coaching my investment banking team at National Bank. The feedback from the participants has been overwhelmingly positive and I have already seen the positive impacts from her coaching. I would be happy to speak to anyone considering her services. Thank you, Kristy!”
— Sean McIntyre, MD and Head of Diversified Industries, Investment Banking, National Bank Financial