LicensesSIE · Series 7 · Series 66
Founder & 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.
Our coaches come from these firms
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.
LicensesSIE · Series 7 · Series 66
Two years as a Citi Global Wealth Analyst in New York, after three Citi summer programs. Georgetown grad.
View profile & book →EN
Emmanuel Ngbemeneh
Former AVP, Wealth Strategy · Citi
1 credit / sessionEmmanuel Ngbemeneh on LinkedIn
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.
View profile & book →HH
Senior Analyst on Santander’s offshore LatAm private banking team in Miami, bringing investment-banking capability to UHNW clients. Columbia grad.
View profile & book →GC
Gabriel Couto
Analyst, Equity & Derivatives Advisory · Citi Wealth
1 credit / sessionGabriel Couto on LinkedIn
LicensesSIE · Series 7 · Series 66
Two and a half years as a Citi LatAm private banking analyst, now on Citi Wealth’s equity and derivatives advisory desk. M.S. in FinTech.
View profile & book →AP
LicensesSIE · Series 7 · Series 66
Global Wealth Analyst at Citi in New York, on the private bank’s rotational program since 2024. Kelley School of Business grad.
View profile & book →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
Incoming PWM Summer Analyst · Goldman Sachs
½ credit / sessionSofia Torrecillas on LinkedIn
Incoming Goldman Sachs Private Wealth Management Summer Analyst (Miami). Financial Economics at Columbia and a CUWMC member.
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Dallin Attwooll
Family Office Analyst · Brown Brothers Harriman
½ 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
½ credit / sessionEli Dubin-Ramos on LinkedIn
Incoming J.P. Morgan Private Bank Summer Analyst (2027). Columbia student, currently interning at Christie’s.
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.