Our Analyst Divisions
Our analysts are split into three divisions that produce research and deliver presentations, open to attendance by all Columbia students.
The Journey to Ownership: The Costs Behind Collecting Art
Energy Infrastructure: Fueling the Economy
The Technological Future of Wealth Transfer in the US
Client Acquisition in Private Banking
Portfolio Optimization & Optimal Weighting
Downside Hedging
Retirement Tax Planning Strategies
From Ramen to Riches: How to Budget as a College Student
Adapting Wealth Strategies to an AI Economy
Comps Analysis in Sports Finance
Stock Pitch 101 — Case Study: CoreWeave
Stock Pitch 101 — Case Study: Seneca Foods
Stock Pitch 101 — Case Study: Eli Lilly
Stock Pitch 101 — Case Study: TransAlta Corporation
Stock Pitch: Entegris (NASDAQ: ENTG)
Stock Pitch: MongoDB (NASDAQ: MDB)
Stock Pitch: PayPal Holdings (NASDAQ: PYPL)
Stock Pitch: Prologis (NYSE: PLD)
Investment Management Division (IMD)
Our Investment Management Division focuses on the strategic management of investment portfolios to achieve financial goals. Analysts research and present on traditional asset allocations, including debt and equity, as well as alternative investments and ESG (Environmental, Social, and Governance) investing. They cover key concepts such as portfolio theory, diversification, hedging strategies, investment horizons, and liquidity management, ultimately providing a comprehensive understanding of effective portfolio management.
Private Banking Division (PBD)
The Private Banking Division specializes in the array of banking services essential for ultra-high-net-worth clients. Students gain a thorough understanding of credit and lending solutions, foreign exchange services, concierge and lifestyle offerings, and cash management techniques. By studying these products and services, Analysts learn how to address the complex financial needs of affluent individuals and provide tailored banking solutions to enhance their financial well-being.
Financial Planning Division (FPD)
Analysts in the Financial Planning Division delve into a wide range of personal finance topics, including budgeting, retirement planning, philanthropy, and tax strategies. The emphasis is on creating comprehensive financial plans tailored to individual timelines, risk tolerance, and investment horizons. This includes in-depth exploration of estate planning, charitable giving, tax optimization, and other aspects essential to achieving long-term financial stability and growth.
Fall 2026 New Analyst Class
Analysts who joined CUWMC in Fall 2026, across all three divisions.
Active analysts not pictured
IMD
Catherine Liu, Fiona Hu, Jeffrey Kim, Krish Lambah, Milan Agarwala, Izzy Esses
PBD
Daniel Kim, Yianni Goulandris, Leo Munasinghe, Madeleine Detray, Maria Beka, Mila Ansorge, Derek Qian, Aidan Rodgers, Isabella Mendez, Isabella Cohen, Angela Qin
FPD
Leonardo Rafael Moreno, Claire Lee