Women's Networking Breakfast with Anna Rathbun, CFA, CAIA
Join us for a Women's Networking Breakfast with Anna J. Rathbun, CFA, CAIA
Invite friends and co-workers to join us for a women's networking breakfast with Anna J. Rathbun, CFA, CAIA
Non-members welcome, women only for this event
July 9th, 8-9amCorporate College4400 Richmond RoadWarrensville Heights
Anna J. Rathbun, CFA, CAIA
Anna Rathbun, CFA, CAIA is an independent global market strategist with a demonstrated history of delivering strong portfolio outcomes for a wide investor base of institutional and private clients. Formerly, she was the Chief Investment Officer for CBIZ Investment Advisory Services, overseeing a team conducting top-down global economic and market research, as well as bottom-up investment due diligence for assets under advisement exceeding $70 billion as of 12/31/2024. Anna is acknowledged as a thought leader in macroeconomic analysis and multi-asset capital allocation. Her opinions are sought after by media outlets, and she has been a guest on Bloomberg, Reuters, Wall Street Journal, and Fox Business, among others. Anna is also an experienced professional in alternative investments, focusing on private equity, private credit, and private real estate investing for institutional clients. Anna holds a bachelors degree in economics from Harvard University and a master of music and doctor of musical arts from the Cleveland Institute of Music. With a unique background that embraces both finance and the arts, Anna is dedicated to solving for financial stability of purpose-driven institutions, individuals, and families.
CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.
You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free!
Join CFA Cleveland today, yearly dues:
Local Member $150
Candidate Member $125
Student Member $50
Join us for a Women's Networking Breakfast with Anna J. Rathbun, CFA, CAIA
Invite friends and co-workers to join us for a women's networking breakfast with Anna J. Rathbun, CFA, CAIA
Non-members welcome, women only for this event
July 9th, 8-9amCorporate College4400 Richmond RoadWarrensville Heights
Anna J. Rathbun, CFA, CAIA
Anna Rathbun, CFA, CAIA is an independent global market strategist with a demonstrated history of delivering strong portfolio outcomes for a wide investor base of institutional and private clients. Formerly, she was the Chief Investment Officer for CBIZ Investment Advisory Services, overseeing a team conducting top-down global economic and market research, as well as bottom-up investment due diligence for assets under advisement exceeding $70 billion as of 12/31/2024. Anna is acknowledged as a thought leader in macroeconomic analysis and multi-asset capital allocation. Her opinions are sought after by media outlets, and she has been a guest on Bloomberg, Reuters, Wall Street Journal, and Fox Business, among others. Anna is also an experienced professional in alternative investments, focusing on private equity, private credit, and private real estate investing for institutional clients. Anna holds a bachelors degree in economics from Harvard University and a master of music and doctor of musical arts from the Cleveland Institute of Music. With a unique background that embraces both finance and the arts, Anna is dedicated to solving for financial stability of purpose-driven institutions, individuals, and families.
CFA Society Cleveland will be taking photos and/or video at this event. By participating, you are giving us your permission to be in the photos and/or video. Photos and or video may appear online and in social media.
You do not have to be a Charterholder to attend events or join CFA Society Cleveland as a local member. Check our website for membership information, join as a local member and attend most events free!
Join CFA Cleveland today, yearly dues:
Local Member $150
Candidate Member $125
Student Member $50