LicensesSIE · Series 7 · Series 66
Head Coach. Advises UHNW clients at Citi after interning at Morgan Stanley; founded CUWMC at Columbia.
View profile & book →Meet the coaches
Learn directly from people in the seat
Redeem coaching credits for 1:1 sessions with private bank professionals across the leading firms. Choose a coach whose firm and background match where you want to land.
The network
The largest network of top students in private banking
Our coaches are at the top U.S. banks. Sort the bench by firm, city or university to find the coach who sits where you want to land.
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- Coaches
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Our coaches come from these firms
Sessions are booked with coaching credits. A credit buys 30 minutes, and a 60-minute session costs two. Kyle Shrader is 3 credits per 30 minutes; other senior coaches 2; junior coaches 1. Credits are included with Flagship (4) and Full-Access (6), or buy a credit pack. See pricing →
Showing 11 of 11 coaches
Senior Coaches
2–3 credits / session
Senior coaches have a year or more of experience working in the private banking industry. Registrations are listed on each profile where we can confirm them.
Emmanuel Ngbemeneh
Former AVP, Wealth Strategy · Citi
New York, NY
2 credits / sessionEmmanuel Ngbemeneh on LinkedIn
LicensesSIE · Series 7 · Series 66CredentialsCFA Level I · CFA Level II
Went from Citi Private Bank summer analyst to AVP in Citi Wealth strategy in three years. Harvard grad, CFA Level I and II.
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Henry Hopkins
Senior Analyst · Santander Private Banking
Miami, FL
2 credits / sessionHenry Hopkins on LinkedIn
Senior Analyst on Santander’s offshore LatAm private banking team in Miami, bringing investment banking capabilities to UHNW clients. Columbia grad.
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LicensesSIE · Series 7 · Series 66
Private Banking Analyst at Citi in New York, currently on the Hedge Funds desk within Citi Wealth after three earlier roles across the investment platform. Cornell grad.
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Nolan Kopp
Former Private Banking Analyst · Citi
New York, NY
2 credits / sessionNolan Kopp on LinkedIn
LicensesSIE · Series 7 · Series 66
Two years as a Private Banking Analyst at Citi, across three UHNW-facing desks. Now pursuing a Real Estate Development master’s at Columbia as an Avery Scholar.
View profile & book →Junior Coaches
1 credit / session
Junior coaches are not yet registered. They have recently been through private-bank recruiting themselves and landed roles at top firms. Exams and credentials are listed on each profile where we can confirm them.
Dallin Attwooll
Family Office Analyst · Brown Brothers Harriman
New York, NY
1 credit / sessionDallin Attwooll on LinkedIn
Family Office Analyst at Brown Brothers Harriman (1818 Family Office). Columbia grad and a CUWMC alum.
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Eli Dubin-Ramos
Incoming Private Bank Summer Analyst · J.P. Morgan
New York, NY
1 credit / sessionEli Dubin-Ramos on LinkedIn
Incoming J.P. Morgan Private Bank Summer Analyst (2027). Columbia student, currently interning at Christie’s.
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Madeleine Detray
Incoming Private Bank Summer Analyst · J.P. Morgan
New York, NY
1 credit / sessionMadeleine Detray on LinkedIn
Incoming J.P. Morgan Private Bank Summer Analyst (2027), Global Private Bank Advisor Program. Economics and Neuroscience at Barnard, and a CUWMC analyst.
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Cooper Plank
Incoming 2027 Global Wealth Analyst · Citi
Gainesville, FL
1 credit / sessionCooper Plank on LinkedIn
CredentialsSIE
Citi Global Wealth Summer Analyst, class of 2026 (New York). Master of Science in Finance student at the University of Florida and a Warrington career mentor.
View profile & book →Cameron Chao
Incoming 2027 Global Wealth Analyst · Citi
Provo, UT
1 credit / sessionCameron Chao on LinkedIn
Citi Global Wealth Summer Analyst, 2026 class (New York). Finance student at Brigham Young University, in the BYU Marriott Finance Program.
View profile & book →Sunanya Guthikonda
Incoming Private Bank Summer Analyst · J.P. Morgan
New York, NY
1 credit / sessionSunanya Guthikonda on LinkedIn
Incoming J.P. Morgan Private Bank Summer Analyst (2027). Economics student at Barnard College, Columbia University.
View profile & book →Coaches take part in PWM Pathway in a personal capacity and speak only for themselves, never on behalf of any employer. Firm and university names and logos identify where each coach has worked or studied; they do not imply that those organizations sponsor, endorse, or are affiliated with PWM Pathway. Any securities registrations listed are held by the individual and can be checked on FINRA BrokerCheck. Coaching is educational and is not investment, legal, or tax advice.