Ann Claire Lathem, FPQP®

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Ann Claire is a Director and Client Specialist located in the Edge Capital’s Tampa office.  In her role, she works with the wealth advisors and portfolio managers to ensure that clients’ needs are met on a daily basis. 

She has over 20 years of industry experience in operations, technology and trading. Prior to joining our firm, she was with an Atlanta-based asset manager. Ann Claire loves serving her clients and fellow team members at Edge.

She grew up in Birmingham, Alabama and earned her Bachelor of Arts degree in English from Davidson College. 

Her passion is for the great outdoors and enjoys hiking, kayaking and hunting for shells on the beach. Some of Ann Claire’s favorite spots are the John Muir Trail, Mount Le Conte and Fort De Sota Park.  

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My motivation derives from providing exceptional service and high-quality execution through persistence, caring, and integrity. Connecting deeply with our clients and team builds a better foundation for me to be the go-to person to execute and find solutions, ultimately supporting our clients in achieving their financial and life missions.

-Ann Claire Lathem, FPQP®
Director, Client Specialist

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You can now find 
Edge Capital Group at


SCS Financial, Focus Partners Family Office and OCIO, is a leading wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS offers fee-only advice designed to put client interests first and help wealthy families and institutions feel secure and confident in their financial futures. Priding itself on its steadfast client-focused approach, SCS believes all clients benefit from its integrity in helping them pursue their personal objectives. SCS provides an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management and private investments, and a powerful technology platform. SCS manages over $32 billion in assets, measured as of September 30, 2024, and is a dedicated Family Office & Outsourced Chief Investment Officer (OCIO) business line of Focus Financial Partners. SCS is headquartered in Boston, and with the addition of Edge Capital, further expands its nationwide presences holding additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Providence, Tampa, and West Palm Beach.

Welcome to our new Firm!