Financial Executive Launches Grenadilla Advisory

Financial advisor Anna Rathbun on Thursday announced the launch of wealth management firm Grenadilla Advisory.

Grenadilla will specialize in personalizing portfolios for clients in public and private markets. In particular, it will focus on alternative investment solutions, including private investments in equity, credit, and real assets, such as real estate and infrastructure. The firm aims to generate alpha through private markets and deliver institutional-quality private market expertise to individuals and families. The firm’s investment strategies will center around Rathbun’s research and her assessment of the global market environment. Notably, Grenadilla will utilize actively managed ETF-based strategies that provide public market beta exposure and tax efficiency.

“Over the past few decades, there has been a commoditization of investments in the wealth management space. I strongly believe that investments should be personalized to each client’s unique needs, which is why I’m starting Grenadilla,” said Rathbun. “Discernment has never been more important in the industry, and Grenadilla will proudly provide clients with institutional-grade advice and offerings.”

Rathbun previously served as chief investment officer for CBIZ Investment Advisory Services. In addition to her tenure at CBIZ, she held the role of managing director for Clearstead, a financial advisory firm serving wealthy families and leading institutions. Rathbun received a bachelor’s degree in economics from Harvard.