Perfil
Ms. Anna J.
Rathbun is a Director of Research at Clearstead Advisors, LLC.
As a member of the Research team, she is responsible for due diligence on alternative investments, including manager reviews, investment analysis, and formal recommendations to the Investment Committee.
She 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, Ms. Rathbun 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.
She 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.
Antiguos cargos conocidos de Anna Jung-Eun Rathbun.
| Empresas | Cargo | Fin |
|---|---|---|
Clearstead Advisors, LLC
 Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Director de Investigación - Fxd Inc | 01/03/2020 |
Formación de Anna Jung-Eun Rathbun.
| Harvard University | Undergraduate Degree |
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Clearstead Advisors, LLC
Clearstead Advisors, LLC Investment ManagersFinance Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities). | Finance |
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