Kyle Shrader
Private Banking Analyst · Citi
1 credit / session
Founder & Head Coach. Advises UHNW clients at Citi after interning at Morgan Stanley; founded CUWMC at Columbia.
View profile & book →
Our Process
Four Steps to Your Offer.
On-demand curriculum and 1:1 coaching, built to land you offers at the world’s top private banks.
Apply for AccessWhy PWM Pathway
Recruitment Runs on Relationships. We Level the Field.
Over 80% of private bank applicants are children of Ultra-High-Net-Worth clients. Wherever you start, the bar in the interview room is the same. We train you to clear it.
The Pathways™ Process
Four Steps to Your Offer.
Enroll — or apply for the Full-Access Cohort
Instant · or 48-hr review
Self-Paced and Flagship enroll instantly online. The Full-Access Cohort is the one application tier — 10 minutes, answered within 48 hours.
Discovery Meeting
45 min · 1:1
We map your background, narrative, target firms, and action plan.
Train & Recruit 1:1
Ongoing · 1:1
On-demand curriculum, resume rewrite, 1:1 mock interviews, a networking system with exact templates, and off-cycle internship placement support — through to offers.
Your Coaches
Coaching credits are flexible — they can be redeemed for 30-minute video sessions with your preferred coach to tackle any challenge you're facing.
Trinity Chikwanda
Former Global Wealth Analyst · Citi
1 credit / session
Two years as a Citi Global Wealth Analyst in New York, after three Citi summer programs. Georgetown grad.
View profile & book →Emmanuel Ngbemeneh
Former AVP, Wealth Strategy · Citi
1 credit / session
Went from Citi Private Bank summer analyst to AVP in Citi Wealth strategy in three years. Harvard grad, CFA Level I.
View profile & book →Henry Hopkins
Senior Analyst · Santander Private Banking
1 credit / session
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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Sofia Torrecillas
Incoming PWM Summer Analyst · Goldman Sachs
½ credit / session
Incoming Goldman Sachs Private Wealth Management Summer Analyst (Miami). Financial Economics at Columbia and current President of CUWMC.
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Dallin Attwooll
Family Office Analyst · Brown Brothers Harriman
½ credit / session
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 / session
Incoming J.P. Morgan Private Bank Summer Analyst (2027). Columbia student, currently interning at Christie’s.
View profile & book →Madeleine Detray
Incoming Private Bank Summer Analyst · J.P. Morgan
½ credit / session
Incoming J.P. Morgan Private Bank Summer Analyst (2027), Global Private Bank Advisor Program. Economics and Neuroscience at Barnard, and a CUWMC analyst.
View profile & book →Inside the Program
- End-to-End Interview Playbook
- Firm Deep Dives
- Case & Technical Training
- 1:1 Mock Interviews
- Exact Networking Templates
- Off-Cycle Internship Pipeline
Compare programs and pricing →
*Full curriculum releases September 6, 2026.
Our Success
Alumni have landed at the top private banks across Wall Street.
Ivy League Origins
The Official Curriculum of Columbia’s Wealth Management Club.
PWM Pathway began in 2024 as the flagship curriculum for Analysts in the Columbia Undergraduate Wealth Management Club, ranked the #1 Private Banking Club in the Ivy League.
Club alumni have gone on to Goldman Sachs, J.P. Morgan, McKinsey, Bain, LVMH, and other firms across the U.S., Singapore, Japan, and Morocco.
CUWMC is an independent student organization. PWM Pathway is not affiliated with, endorsed by, or sponsored by Columbia University or any firm named above. Alumni outcomes describe club members, are not typical, and are not a prediction of your result.
Ready to Break Into PWM?
Self-Paced and Flagship enroll instantly. The Full-Access Cohort is by application — 15 students per recruitment cycle.
Schedule a Consultation
Undecided on private wealth management? Book a free 15-minute call — pick any open slot.