Anna J. Rathbun, CFA, CAIA

Director, Research

As a member of the Research team, Anna is responsible for due diligence on alternative investments, including manager reviews, investment analysis, and formal recommendations to the Investment Committee. Anna also supports the team on the maintenance of asset allocation models and contributes to the strategic and tactical aspects of investment decisions as a member of the Asset Allocation Committee.

Before joining Clearstead, Anna led the investment team in macroeconomic research, portfolio construction, and manager due diligence at CBIZ, Inc., and has prior experience with Wellington Management and Harvard University.  Anna has an A.B. in Economics from Harvard University, earned an M.M. and D.M.A. from the Cleveland Institute of Music, and holds the CFA and CAIA designations.

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We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

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Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

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