Anna J. Rathbun | Chief Investment Officer at CBIZ IAS

Anna J. Rathbun, CFA®, CAIA

Chief Investment Officer

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  • Overview

    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.

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