Our Team
Our team of advisors provides decades of experience to help you plan and execute your Wealth Management strategies.
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Dan CrawfordSVP, Managing DirectorDan is responsible for managing the wealth management group of 11 professionals. He serves as NexTier Wealth Management’s Chief Investment Officer and chairs the Investment Strategy Group. Dan previously worked as a team leader at a large wealth management organization, where he was responsible for managing $1 billion for high-net-worth clients. He has more than 22 years of investment experience, and holds the Chartered Financial Analyst (CFA) designation and an MBA in finance from St. Joseph’s University in Philadelphia. He currently is a member of the CFA Society of Pittsburgh. Phone Number: 724.214.5815 |
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Craig GrenciVP, Senior Wealth Management AdvisorAs Vice President and Senior Wealth Management Advisor of Wealth Management, Craig is responsible for relationship management and business development for NexTier Wealth Management, including both trust and retail brokerage. He also manages NexTier Wealth Management’s retail brokerage group. He has 25 years of experience in the financial services industry, during which time he has managed the integration of wealth management services. A Duquesne University graduate, he earned a bachelor’s degree in Business Administration with a Finance concentration. A registered investment advisor, he also holds the following National Association of Securities Dealers designations: General Securities Representative (Series 7); General Securities Principal (Series 24); Municipal Principal (Series 53); and Uniform Securities Agent State Law Examination (Series 63). Phone Number: 724.214.5817 |
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Mark LumleyVP, Trust AdministrationAs Vice President and Team Leader, Mark is responsible for managing NexTier Wealth Management’s client service team, which includes operations, administration, and certain aspects of investment management. He has 25 years of experience in fiduciary administration and taxation. A Bradford School graduate, he earned a certificate in Accounting. He also attended the ABA’s National and Graduate Trust Schools. Phone Number: 724.214.5811 |
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Mae DavisAVP, Trust AdministrationMae is a 15-year NexTier veteran, working with business owners and their employees to select, implement, and manage their retirement plans. She has 30 years experience in the financial services industry. Before joining the NexTier team, Mae worked in the retirement plan unit for a large insurance company and held administrative and technical positions for an actuarial firm. Mae is a Certified Retirement Service Professional. Phone Number: 724.214.5812 |
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Pamela HowrylaAVP, Wealth Management CoordinatorPamela’s work in wealth management spans two continents. A native of England, Pamela’s role at NexTier is a broad one, including investment research and portfolio administration. She is also responsible for coordinating the delivery of NexTier services to wealth management clients. Pamela holds the following professional designations: General Securities Representative (Series 7), Uniform Securities State Agent Law Examination (Series 63), and Uniform Combined State Law Examination (Series 66), and Pennsylvania and Ohio insurance licenses. She is a certified paraplanner and Chartered Mutual Fund Counselor designee. Phone Number: 724.214.5807 |
