Columbia Undergraduate Wealth Management Club
Empowering the next generation of financial leaders through education, networking, and hands-on experience in wealth management.
About CUWMC
CUWMC is the leading student organization at Columbia University dedicated to Asset and Wealth Management. We specialize in investment and client relationship strategies through our three main divisions: Investment Management, Financial Planning, and Private Banking.
3
Divisions
Our analysts are split into three divisions that produce research and deliver presentations, open to attendance by all Columbia students.
9
Weeks of Training
We offer nine weeks of educational programming for new analysts to get certified on the SIE® by FINRA®.
10
Specialist Teams
Our rigorous interview process ensures our alumni secure offers at Wall Street's top firms.
Our Analyst Divisions
Investment Management Division (IMD)
Analysts research and develop investment theses, portfolio allocation and trading strategies, spanning traditional asset classes, alternative investments, and ESG.
Private Banking Division (PBD)
Analysts gain a thorough understanding on client solutions in the wealth management industry and gain valuable insights on private banking methods like credit and lending solutions, foreign exchange services, concierge and lifestyle offerings, and cash management techniques.
Financial Planning Division (FPD)
Analysts delve into a wide range of estate planning topics including philanthropy, tax strategies, inheritence, wills and trusts, and retirement planning.
Partners
Alumni Placements
Fall 2025 Recruitment
Why Join CUWMC?
- ✓Gain practical experience in wealth management
- ✓Network with industry professionals
- ✓Develop analytical and leadership skills
- ✓Build a strong foundation for your finance career
Coffee Chats
Connect with our members and learn more about CUWMC
Application Form
Applications will open soon for Fall 2025