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Course release September 6, 2026 — opening discount through October 1, 2026.
PWM Pathway

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.

Our coaches come from these firms

  • Citi
  • Morgan Stanley
  • Santander
  • Goldman Sachs
  • Brown Brothers Harriman
  • J.P. Morgan

Sessions are booked with coaching credits. One credit = a 30-minute 1:1. Senior coaches are 1 credit; junior coaches ½ credit. Credits are included with Flagship (2) and Full-Access (4) — or buy a credit pack. See pricing →

Senior Coaches

1 credit / 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.

Kyle Shrader, Citi

Kyle Shrader

Private Banking Analyst · Citi

1 credit / sessionKyle Shrader on LinkedIn
CitiMorgan StanleyColumbia University

LicensesSIE · Series 7 · Series 66

Founder & Head Coach. Advises UHNW clients at Citi after interning at Morgan Stanley; founded CUWMC at Columbia.

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Trinity Chikwanda, Citi

Trinity Chikwanda

Former Global Wealth Analyst · Citi

1 credit / sessionTrinity Chikwanda on LinkedIn
CitiGeorgetown University

LicensesSIE · Series 7 · Series 66

Two years as a Citi Global Wealth Analyst in New York, after three Citi summer programs. Georgetown grad.

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Emmanuel Ngbemeneh

Former AVP, Wealth Strategy · Citi

1 credit / sessionEmmanuel Ngbemeneh on LinkedIn
CitiHarvard University

LicensesSIE · Series 7 · Series 66CredentialsCFA Level I

Went from Citi Private Bank summer analyst to AVP in Citi Wealth strategy in three years. Harvard grad, CFA Level I.

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Henry Hopkins

Senior Analyst · Santander Private Banking

1 credit / sessionHenry Hopkins on LinkedIn
SantanderColumbia University

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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Junior Coaches

½ credit / session

Junior coaches are not licensed. They have recently been through private-bank recruiting themselves and landed roles at top firms.

Sofia Torrecillas, Goldman Sachs

Sofia Torrecillas

Incoming PWM Summer Analyst · Goldman Sachs

½ credit / sessionSofia Torrecillas on LinkedIn
Goldman SachsColumbia University

Incoming Goldman Sachs Private Wealth Management Summer Analyst (Miami). Financial Economics at Columbia and current President of CUWMC.

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Madeleine Detray

Incoming Private Bank Summer Analyst · J.P. Morgan

½ credit / sessionMadeleine Detray on LinkedIn
J.P. MorganColumbia University

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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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.