THE BIRCHSTONE TEAM

 Scalable Coaching Solutions on a North American Platform

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Need a Coaching Team?

When your firm needs multiple coaches, we have you covered. We are a select group of highly experienced coaches who have worked in and understand the capital markets. Together, we bring 50 years of combined expertise in banking, leadership development, and executive coaching.

Once we assess your firm’s specific needs, we’ll ensure the right coach is matched to each professional on your team—delivering personalized, high-impact coaching at scale.

Meet the Team

  • A woman with long wavy hair smiling and standing with her arms crossed next to framed artwork on a wall.

    Kristy, M.Ed, PCC, Executive Coach & Founder

    As a former leader in Talent Management, Business Management and Strategy for Investment Banking, Kristy brings 20 years of experience across Canada’s largest dealer-brokers.

  • Black and white professional portrait of a smiling woman with shoulder-length dark hair, wearing a business suit and white shirt.

    Stefanie, MPA, Executive Coach

    As a former Market Executive, Commercial Banking at JP Morgan Chase in NY and Tennessee, Stefanie brings direct front office experience to her coaching engagements.

  • Black and white portrait of a smiling woman with long wavy hair, wearing a blazer, standing against a brick wall.

    Suzie, PCC, Executive Coach

    As the former Head of Talent & Development at JP Morgan Chase, Suzie brings over two decades of talent management experience at UBS and JP Morgan Chase in London, NY and Chicago.

Looking for training workshops tailored for the capital markets?

In addition to our own design and delivery, we also partner with top-tier industry experts in the following areas. Tap in to our list of vetted partners.

✔ Communications & Presentation Skills

✔ Pitch Training & Deal Coaching

✔ Leadership Development

✔ And more…

Let’s discuss your firm’s coaching and training needs.

  • 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 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 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

  • “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