Erin Dickes NAFC Board Member

Drawing on more than 20 years of diverse financial industry experience, Erin Dickes works closely with ultra high net worth families and their advisors and select institutions to structure and implement comprehensive investment and wealth management strategies. Thanks to the trust her clients have placed in her and her team, Erin was listed in Barron’s Top Advisor Rankings by State in 2021 and 2022. She was also named one of Barron’s Top 100 Women Advisors in 2020 and 2021.

Prior to joining Morgan Stanley in 2022, Erin served a Managing Director and Team Executive for CIBC Private Wealth Management, where she focused on custom portfolio management for high net worth families and individuals. Erin joined CIBC in 2017 with the acquisition of Geneva Advisors, where she had been a Principal. She previously served as a partner and co-founder of Hadley Capital, LLC, a private equity investment firm that concentrated on investments in the manufacturing, distribution and service industries. She also worked on the sell side at the San Francisco investment bank Robertson, Stephens and Company, focusing on the high-tech, biotechnology and consumer industries.

Erin earned her B.S. from the Carroll School of Management at Boston College and an MBA in finance from Northwestern University’s Kellogg School of Management. She is a member of the International Women’s Forum, Chicago and Dallas chapters, and a member of the Economics Club of Chicago. She recently served as a trustee of Woodlands Academy of the Sacred Heart and completed two terms as board director of The Cradle, a nonprofit adoption agency in Evanston, Illinois.

Erin’s interests outside of the financial markets include spending quality time with her family, cooking and entertaining, running, golf, college football games, pheasant hunting, and all varieties of travel.

2021, 2022 Barron’s Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron’s Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2021, 2022). Data compiled by Barron’s based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2020, 2021 Barron’s Top 100 Women Financial Advisors
Source: Barrons.com (Awarded June 2020, 2021). Data compiled by Barron’s based on 12-month period concluding in March of the year the award was issued.

Securities Agent: NY, SC, TN, TX, WI, OK, WA, GA, AZ, CO, FL, IL, IN, KY, MI, MO, MS, NC, NE, NM, NV; General Securities Representative; Investment Advisor Representative