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 financial 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 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 her favorite spots are the John Muir Trail, Mount Le Conte and Fort De Sota Park.

Ann Claire Lathem, FPQP®

Director - Client Specialist

Tampa, FL


Davidson College

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