Anna Rathbun, CFA, CAIA

Anna Rathbun, Chief Investment Officer for CBIZ Investment Advisory Services, oversees a team conducting global economic research. She also produces the CBIZ Small Business Employment Index and the CBIZ Main Street Index, which are proprietary indices that keep a pulse on the small business employment conditions and other Main Street trends in the United States. Anna’s opinions on global economic and market trends as well as monetary and fiscal policies are sought after by media outlets, and she is a regular guest contributor on Fox Business, CNN Money, Bloomberg, Reuters, Wall Street Journal and others. Anna is also an experienced professional in alternative investments, focusing on private equity, private credit and private real asset investing for institutional clients. Anna, a CFA and CAIA Charterholder, holds a B.A. 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 the issue of financial sustainability for organizations serving a mission.