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Our Latest Thinking
Make the Most of Your Tax Write-Offs for Giving Tuesday
On Giving Tuesday¹—the day after Cyber Monday—millions of people across the world focus their attention on giving back. Whether as a way to eke out meaningful legacies or trim your tax bills, end-of-year philanthropy is [...]
The Early Bird Advantage: Why Timely Year-End Planning is Essential
Every year, the holiday season sneaks up on us and, before we get to turn around, it’s over. This frenzied time of year is filled with shopping excursions and office parties, and it’s easy to [...]
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.