Kyle Shrader
Private Banking Analyst · Citi
3 credits / session
Head Coach. Advises UHNW clients at Citi after interning at Morgan Stanley; founded CUWMC at Columbia.
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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.
Compare programsWhy 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.
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 on this page. Alumni outcomes describe club members, are not typical, and are not a prediction of your result.
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.
Emmanuel Ngbemeneh
Former AVP, Wealth Strategy · Citi
2 credits / session
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
2 credits / 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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Evan Del Pero
Private Banking Analyst · Citi
2 credits / session
Private Banking Analyst at Citi in New York, currently on the Hedge Funds desk within Citi Wealth after three earlier roles across the investment platform. Cornell grad.
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Nolan Kopp
Former Private Banking Analyst · Citi
2 credits / session
Two years as a Private Banking Analyst at Citi, across three UHNW-facing desks. Now pursuing a Real Estate Development master’s at Columbia as an Avery Scholar.
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Dallin Attwooll
Family Office Analyst · Brown Brothers Harriman
1 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
1 credit / session
Incoming J.P. Morgan Private Bank Summer Analyst (2027). Columbia student, currently interning at Christie’s.
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Madeleine Detray
Incoming Private Bank Summer Analyst · J.P. Morgan
1 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.
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Cooper Plank
Incoming 2027 Global Wealth Analyst · Citi
1 credit / session
Citi Global Wealth Summer Analyst, class of 2026 (New York). Master of Science in Finance student at the University of Florida and a Warrington career mentor.
View profile & book →Cameron Chao
Incoming 2027 Global Wealth Analyst · Citi
1 credit / session
Citi Global Wealth Summer Analyst, 2026 class (New York). Finance student at Brigham Young University, in the BYU Marriott Finance Program.
View profile & book →Sunanya Guthikonda
Incoming Private Bank Summer Analyst · J.P. Morgan
1 credit / session
Incoming J.P. Morgan Private Bank Summer Analyst (2027). Economics student at Barnard College, Columbia University.
View profile & book →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.
Inside the Program
The Official Course
PWM Pathway Official Curriculum
The complete private-banking recruiting playbook: 35 on-demand lessons across three sections, taught from the analyst chair by coaches who hold the seats you are recruiting for. Every lesson ships as a video with a branded slide deck and a downloadable brief. It is the official curriculum of CUWMC, and it is included with every paid tier.
Alongside the videos: the resume framework, networking scripts, question banks, and the interview prep tracker, with lifetime access and every future content update included.
Section 1: Fundamentals of Investing
14 lessons. The technical foundation, framed the way it is used with clients: real returns and the Fed, time value of money, risk, asset allocation, equities, fixed income, hedge funds, private equity, real assets, structured products, and the after-tax lens, ending in a capstone that turns a client profile into a portfolio.
Section 2: The Private Banking Industry
12 lessons. How the business works and who the players are: how private banks make money, inside a private bank team, and deep dives on every major firm (J.P. Morgan, Goldman, Morgan Stanley, Citi, UBS, BofA, the trust houses), plus family offices and the decade ahead.
Section 3: Networking & Recruitment Strategy
9 lessons. From mindset to offer, on the warm-network path and the outside track: networking from zero, cold outreach, the recruiting timeline, resume and narrative, interview mastery, the licenses, and your first 90 days on the desk.
And across the program
- End-to-End Interview Playbook
- Firm Deep Dives
- Case & Technical Training
- 1:1 Mock Interviews
- Exact Networking Templates
- Off-Cycle Internship Pipeline
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*Videos release in batches throughout October and will be fully complete by November 1.
The return on preparation
What the seat pays
$120,000 – $140,000
Target all-in first-year compensation for most U.S. private banking analysts
$20,000 – $35,000
Target compensation for a single U.S. private banking summer internship
See it to scale
The sliver on the left is the whole cost of Flagship: $799, 0.6% of the top of that range ($140,000).
Flagship costs $799, less than two days of first-year pay after tax. Land the seat, and the program will pay for itself within your first week on the desk.
Compensation ranges are typical industry targets; they vary by firm, market, and year. PWM Pathway is an educational program and does not guarantee any job, internship, or level of pay.
The Platform
See It for Yourself.
A short look at PWM Pathway: the courses, the practical resources, and the 1:1 coaching.
Ready to Break Into PWM?
Self-Paced and Flagship enroll instantly. The Full-Access Cohort is by application: 10 students per recruitment cycle.
Still deciding? Book a free 15-minute consultation