Anna J. Rathbun, CFA®, CAIA

Anna is the chief investment officer for CBIZ Investment Advisory Services, LLC (CBIZ IAS), a Registered Investment Advisory firm. Anna is responsible for overseeing the investment activities of CBIZ IAS through the CBIZ national Investment Committee. She helps to set the direction of the firm as a member of the Executive Committee.

• B.A., Economics, Harvard University
• M.M., Cleveland Institute of Music
• A.D., Cleveland Institute of Music
• D.M.A., Cleveland Institute of Music

• Chartered Financial Analyst® (CFA®)
• Chartered Alternative Investment Analyst (CAIA)

Anna is a classically trained musician and still gives performances, especially to benefit the causes she believes in. Her dual background in finance and the arts anchors her commitment to finding solutions for the sustainability of mission-oriented organizations.