In this webinar, we will review the previous quarter and discuss periodic stock market updates and investment insights and opportunities to give you a better understanding and help you plan for what's ahead.
About the Speaker
Anna Rathbun serves as the Chief Investment Officer for CBIZ Investment Advisory Services. Her tenure with the firm has spanned economic and market research, portfolio construction, and creating insights in investment themes to share with the investment community. Anna began her career in investments at Wellington Management, and subsequently, Harvard. She has served as a Managing Director for a registered investment advisory firm where she specialized in alternative investments. She is a graduate of Harvard University with a B.A. in Economics.
Investment advisory services provided through CBIZ Investment Advisory Services, LLC, a registered investment adviser and a wholly owned subsidiary of CBIZ, Inc. Third party administration, actuarial, and other consulting services offered through CBIZ Benefits & Insurance Services, Inc. For important disclosures please click here.