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 →
Born at Columbia. Built for ambitious students everywhere.
The Ivy League
Pipeline into
Private Banking
Over 80% of private bank applicants are the children of UHNW clients. Whether that describes your family or you are breaking in without connections, the bar in the interview room is the same — PWM Pathway prepares you to clear it.
Takes 2 minutes · free
Programs from $399 Limited enrollment Lifetime access
120+
Analysts trained
95%
Bulge-bracket placement
$399+
Beginner pricing
Results 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.
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.
How It Works
Three steps, no mystery. At every stage you know what it costs, how long it takes, and what you get.
Step 1: See if you qualify
Four quick questions — where you are, your timeline, and what you’re aiming for. Takes 2 minutes, completely free, no application required.
You get: a recommended starting point, plus instant access to the free intro course and the Top 10 Interview Questions guide.
Start the 2-minute quizStep 2: Enroll — or apply
Self-Paced and Flagship enroll instantly online. The Full-Access Cohort is by application — 10 minutes, read personally, answered within 48 hours.
You get: instant library access on enrollment, including the Flagship Discovery Meeting you schedule yourself.
See pricing & enrollStep 3: Train 1:1
Work through the curriculum on demand, with personal coaching sessions scheduled around you.
You get: lifetime access to every module and template, plus the private student and alumni community.
Private Banking Recruitment is Unfair.
Over 80% of private bank applicants are children of UHNW clients. PWM Pathway is your competitive edge — with or without connections, you get the curriculum, coaching, and mock-interview reps used to compete for seats at the leading Wall Street banks.
Learn Our Process
Confirmed Offers
Students send us their offer letters — the ultimate review. Shared with permission; named where they agree.
Meet your head coach
Kyle Shrader, Founder of PWM Pathway
Kyle received his B.A. in Economics at Columbia, where he founded the Columbia Undergraduate Wealth Management Club (CUWMC), ranked the #1 Private Banking Club in the Ivy League.
He now advises UHNW clients at the top global private bank with $1.1T AUM, after interning at Morgan Stanley on a $2.4B team. The playbook he teaches is the same playbook he and dozens of his mentees have used to break in, kept current from inside the industry.
Kyle coaches evenings and weekends around that full-time role, which is why the Full Access Cohort is capped at 15 students.
Your Coaches
Kyle is not the only person you train with. Coaching credits redeem for 30-minute 1:1 sessions with private-bank professionals across the leading firms — 2 credits come with Flagship, 4 with the Full-Access Cohort.
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 a CUWMC member.
View profile & book →
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.
View profile & book →Pricing
Programs from $399 · most students choose Flagship at $799. Every price is on this page.
Self-Paced
$399was $99960% off
For disciplined self-starters.
The complete PWM Pathway curriculum, on demand. Move at your own pace and return to any module as your recruiting season unfolds.
Most popular
Flagship
$799was $1,49947% off
Most students choose this.
Includes 2 coaching credits
Everything in Self-Paced, plus personal 1:1 coaching: a Discovery Meeting, a full resume rewrite, and structured mock interviews.
The Full-Access Cohort
$1,999was $2,49920% off
Maximum acceleration, direct line to the instructor.
Includes 4 coaching credits
Everything in Flagship, plus biweekly 1:1 mentorship calls and support through your entire recruiting process — summer internships and full-time.
Limited to 15 students per recruitment cycle
Opening discount — through October 1, 2026 Course release: August 1, 2026
Complimentary
Take the FREE Introduction to Private Wealth Management Course
Kickstart your interview prep with this foundations course about wealth management and the recruiting process.
Access NowPrefer to read first? Download the free Top 10 Interview Questions guide
The Questions Everyone Asks First
How much does PWM Pathway cost?
Programs start at $399. With the opening discount — through October 1, 2026 — Self-Paced is $399 (normally $999), Flagship, which most students choose, is $799 (normally $1,499), and the Full-Access Cohort is $1,999 (normally $2,499). À la carte services (resume rewrite, strategy sessions, mock interviews) start at $39. No hidden pricing: what you see is what it costs.
Is placement guaranteed?
No — and you should be skeptical of anyone who guarantees you a job at a bank they don't control. What we commit to is the system: the same curriculum, coaching, and mock-interview reps behind our students' offers at top firms. Full-Access Cohort students also get extended-cycle support — if your target summer internship doesn't land, coverage continues into full-time recruitment at no extra cost.
Who is this for? Do I need to go to an Ivy League school?
No. The curriculum was born at Columbia — it began as the flagship training for the Columbia Undergraduate Wealth Management Club — but the program is built for ambitious undergraduates at any school, career switchers moving into private wealth from adjacent fields, and MBA candidates pursuing Associate placements. Our students have come from Columbia, Barnard, NYU, Harvard, Fordham, UPenn, and beyond.
Find Out Where You Stand
Four questions, no commitment. Leave with a recommended starting point and the free course in hand.
See if you qualifyTakes 2 minutes · free
Still undecided? Book a free 15-minute consultation below.
Schedule a Consultation
Undecided on private wealth management? Book a free 15-minute call — pick any open slot.