NICE TO MEET YOU

Welcome to PWM Pathway

We know that the lifestyle of investment banking isn't for everyone. For outgoing people who enjoy client-facing roles and want to earn a six-figure salary in finance, this course is for you. You'll have many opportunities to connect with our robust roster of coaches and alumni, as well as develop skills leading to a life-changing private wealth offer. 

We take your success seriously, and we've worked hard to develop the best private wealth management prep program in the world. (Yes, I'm definitely biased!). 

Not sure where to start? Take our free 'Introduction to Private Wealth Management' course to get a taste of the career path and to decide if it seems like a good fit for you. 

Welcome to the PWM Pathway family! We're looking forward to meeting you. 

To your success,

Kyle Shrader — Founder and CEO, PWM Pathway 

Our Founding 

Originally established as a student organization at Columbia University in 2023, "Lion Wealth Management" gained official recognition by the school in Fall 2024 and is now the Columbia Undergraduate Wealth Management Club (CUWMC). The curriculum used to onboard new club analysts was developed entirely from club alumni currently working in the wealth management industry. 

The Catalyst

After learning about private wealth management as a career option, many club analysts and event participants decided to pursue roles in the industry. Given the overwhelmingly positive feedback, the curriculum has been refined and evolved into what it is today — an online course anyone interested in PWM recruiting can use. 

The Present

Currently, our Flagship Program is structured as a 10-hour online, modular course where students will learn everything about the history, business model, role, and industry of private wealth management. It includes two e-books, a full job board, and 1 on 1 coaching opportunities with full-time analysts currently working in the industry.