About
Chief Investment Officer (CIO) with a demonstrated history of delivering strong client…
Articles by Anna
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On The Margin: December 2023 Recap
On The Margin: December 2023 Recap
PRELUDE History tells us that it is rare to have two consecutive down years in equity markets. For many investors…
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On The Margin: November 2023 Recap
On The Margin: November 2023 Recap
PRELUDE When central bank policies drive the markets, earnings and economic fundamentals can become a distant concern…
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Activity
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"The Federal Reserve, as well as the election and the outcome of the election... I think that's going to be very important to the economy," Anna…
"The Federal Reserve, as well as the election and the outcome of the election... I think that's going to be very important to the economy," Anna…
Shared by Anna Rathbun, CFA, CAIA
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The latest CBIZ Small Business Employment Index brings some positive news with a modest 0.66% hiring increase after two months of decline. 📊 Even…
The latest CBIZ Small Business Employment Index brings some positive news with a modest 0.66% hiring increase after two months of decline. 📊 Even…
Shared by Anna Rathbun, CFA, CAIA
Experience
Education
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I have been featured as a soloist at the Kennedy Center, and have performed works including Mahler's Fourth Symphony, Barber’s Knoxville: Summer of 1915, and David del Tredici’s Pulitzer Prize winning Child Alice: In Memory of a Summer Day. Praises from the press include "silvery-timbre, crystal-clear sense of pitch, and vocal agility" and a description of singing as "expressive enchantment" with "exceptional accuracy and taste." In 2010, I received Honorable Mention in the Heida Hermanns…
I have been featured as a soloist at the Kennedy Center, and have performed works including Mahler's Fourth Symphony, Barber’s Knoxville: Summer of 1915, and David del Tredici’s Pulitzer Prize winning Child Alice: In Memory of a Summer Day. Praises from the press include "silvery-timbre, crystal-clear sense of pitch, and vocal agility" and a description of singing as "expressive enchantment" with "exceptional accuracy and taste." In 2010, I received Honorable Mention in the Heida Hermanns International Competition, and in 2006, won first place in the Leopoldskron vocal competition in Salzburg, Austria. My voice can be heard in collaboration with Richard King (The Cleveland Orchestra) and Orli Shaham in the album Chamber Music for Horn, distributed by Albany Records. I hold Doctoral and Master of Music degrees from the Cleveland Institute of Music and served as a member of the voice faculty at my alma mater from 2008 to 2012.
Licenses & Certifications
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CFA
CFA Institute
Issued
Volunteer Experience
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Board Member, Investment Chair
The Rainbow Babies & Children's Foundation
- Present 2 years 6 months
Children
The Rainbow Babies & Children's Foundation exists to provide funding for the Rainbow Babies & Children's Hospital. The Foundation was founded by an all women group of mothers and caregivers, and the Board has remained all-women-led for over 100 years. We are an active board, driven by love of children, sense of purpose and a calling for healing.
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Volunteer
The Cleveland Clinic
- 3 years 4 months
Health
I volunteered with the Cleveland Clinic at their hospice program. My role was to be a part of the caregiving team, and responsibilities included keeping hospice patients company, providing respite and relief for family members taking care of their sick, and writing reports after the caregiving session.
Languages
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English
Native or bilingual proficiency
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Korean
Native or bilingual proficiency
Organizations
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CAIA Institute
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CFA Institute
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- Present
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