Born From the Columbia Undergraduate Wealth Management Club
PWM Pathway began in 2024 as the flagship curriculum for Analysts in CUWMC.Â
This flagship course serves as a comprehensive guide for new analysts, covering everything you need to know about:
- Â private wealth management as a career
- Â the recruiting process
- Â the industry landscape
- Â the fundamentals of investing
This landing page will serve as your central hub throughout the onboarding process.
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Originating From Columbia, Our Mission is Clear
To help top students nationwide break into elite wealth management careers at the world's leading private banks.
Wall Street Backing
Top firms support our program and connect students to industry opportunities.
High Placement Rate
95%+ of our students who apply for private banking roles land internships at top bulge brackets.
Competitive Alumni
CUWMC alumni secure offers at top firms globally across the U.S., Singapore, Japan, and Morocco.
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Successful CUWMC Alumni at Top Firms
Kyle Shrader
Analyst, Citi Private Bank
Jacqueline Shen-Yi
Analyst, LVMH Moet Hennessy
Nolan
Kopp
Sr. Analyst, Citi Global Wealth
Yudai
Kitta
Analyst, Bain &Â Company
Garrett
Wilson
Analyst, McKinsey & Co.
Drew Neff
Analyst, Goldman Sachs
Dear CUWMC Analyst,
By the end of onboarding, you will be equipped to confidently explain the fundamentals of investing and private wealth management to your peers at Columbia. In doing so, you position yourself as a trusted resource in a space where most students lack both exposure and clarity.
Beyond career preparation, this curriculum ($2499 for others, free for you) builds a skill set you will use for life. You will develop the judgment and discipline required to manage your own capital—well before your first full-time job—and to act as a responsible steward of future wealth, whether self-created or inherited.
This is not just a course. It is the foundation for how you think about money, relationships, and long-term success in the world of private capital.
To your success,
Kyle Shrader
Class of 2025
President Emeritus, CUWMC
Pathways™ x CUWMC Onboarding Process
Step 1: Watch Curriculum
Step 2: Monthly All-Hands
Step 3. Analyst Presentations
Step 4. Transition to Opportunity Pipeline
Premium Resources
(Included in Flagship Course)
Our all-in-one platform give you everything you need to land offers.
   ✓ End-to-End Interview Playbook
   ✓ Case Study & Technical Training
   ✓ Mock Interviews with Analysts
   ✓ Exclusive Job Highlights
   ✓ Monthly Live Q&A Sessions
*Full curriculum releases May 31, 2026.
Access Curriculum