Success Stories
From Our Community to Top Private Banks
Our students land at Goldman Sachs, JPMorgan, Morgan Stanley, and other top firms.
Submit ApplicationResults from the Columbia Undergraduate Wealth Management Club, whose flagship curriculum became PWM Pathway — 120+ analysts, 95% bulge-bracket placement among club analysts who applied for private banking roles (Spring 2026). These figures are not a prediction of your outcome. PWM Pathway is an educational program and does not guarantee any job, internship, or interview.
Our Successful Placements in 2026
This year's recruitment cycle, across New York City and Miami.
Confirmed Offers
Offer letters our students send us — the ultimate review.



Shared by students. Where students agree, we name them.
Ready to start?
Self-Paced and Flagship enroll instantly. The Full-Access Cohort is by application — 15 students per recruitment cycle.
We've Coached Students From These Universities


Want Kyle to host a free workshop for your club? Click here to get in touch.
We've Worked With These Clubs
Introductions to Private Banking, Recruitment Deep Dives, and More.
Columbia Undergraduate Wealth Management Club
Columbia Economics Society
Undergraduate Society of Women in Business
Scholars of Finance
Columbia MBA community
We tailor every talk to your members. Click here to schedule.
Hear it live
Live club presentations across universities.
Our Official Student Club Partners
Partners get dedicated recruitment resources and coaching sessions.
Want to become a partner? Click here to coordinate.
Schedule a Consultation
Undecided about private wealth management? Book a free 15-minute call — pick any open slot on the calendar.
See Where You Stand
Four questions, two minutes, no commitment — we'll point you to the path that fits.
Programs from $399 · most students choose Flagship at $799
See If You Qualify — 2 MinutesKnow someone who’d be a fit? Refer a friend

















