Profile
Ms. Ann C.
Lathem is an Assistant Vice President of Trading at Montag & Caldwell LLC.
She joined the firm in 1997.
For four years, she worked in Operations and then moved into Information Technology, working for seven years as an Application Administrator.
Her primary focus in IT was managing and supporting the order management system for trading.
She joined the trading team in 2008 and currently serves as an equity and fixed income trader.
She received her BA degree from Davidson College in 1997.
Former positions of Ann Claire Lathem
| Companies | Position | End |
|---|---|---|
Montag & Caldwell LLC
 Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Trading-Equity | 2020-09-30 |
Training of Ann Claire Lathem
| Davidson College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Montag & Caldwell LLC
Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Finance |
- Stock Market
- Insiders
- Ann Claire Lathem
