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10 Tips to Help HNW Individuals Avoid an “F” On Their Financial Literacy Report Card
Financial literacy is essential for everyone but can be crucial for high-net-worth (HNW) individuals who may have more wealth to lose than others. Navigating the complex financial landscape is no small task, and having the [...]
Improving Your Financial Literacy Can Improve Your Business
Financial literacy is essential for your personal financial health and even more crucial for the financial health of your small business. Being a small business owner comes with many responsibilities, one of which is maintaining [...]
Philanthropic Involvement
- Chairman’s Advisory Panel, CASA Kane County
- Children’s Champion Gala Committee, CASA Kane County
- Women’s Board Member, Chicago Zoological Society
Ms. Carter focuses on assisting clients with the complexities of familial wealth and pre-business sale planning. She is a member of OnPath’s investment committee, is lead member of OnPath’s alternative investments committee and is co-team lead of The Private Client group at OnPath Financial.
Ms. Carter joined OnPath Financial in 2013 and became Senior Partner in 2018. Prior to her launching and leading OnPath’s Private Client business unit, Ms. Carter was Vice President of Private Banking at Inland Bank. In this role she was responsible for the strategic planning, development and leadership of the Private Banking line of business within the organization. In addition, Ms. Carter held a position at The PrivateBank as Associate Managing Director of the Private Wealth team, responsible for orchestrating key client relationships with executives, physicians and owners of closely held middle market companies.
Ms. Carter currently serves on the Women’s Board of the Chicago Zoological Society and the Chairman’s Advisory Panel for CASA Kane County and has been an active member and former co-chair of the Children’s Champion Gala Committee for nearly a decade.
Erin is a regular invitee of some leading Private Client conferences, Alternative Investment symposiums and Private Client briefings offered throughout the country.