Edge Capital Group

Ann Claire Lathem, FPQP®


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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