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 Advisory Board. She helps to set the direction of the firm as a member of the Executive Committee.  Her dual background in finance and the arts anchors her commitment to finding solutions for the sustainability of mission-oriented organizations.  Ms. Rathbun has earned a B.A. in economics from Harvard University. She has also earned an M.M., an A.D., and a D.M.A., from the Cleveland Institute of Music.  She also holds the designations of chartered financial analyst (CFA) and chartered alternative investment analyst (CAIA).  Anna is a classically trained musician and still gives performances, especially to benefit the causes she believes in.