Senior Consulting Principal
NexTier Bank has assets of $970 million and serves the western Pennsylvania region with corporate headquarters in Butler. NexTier, Inc. includes NexTier Bank, NexTier Insurance Services and NexTier Wealth Management. NexTier Bank has 24 community offices throughout northern Allegheny, Armstrong and Butler counties.
Tanya Williams, CFA is an Investment Management Executive who delivers insightful and innovative solutions that help institutional and ultra-high net worth clients achieve their unique investment objectives. She depends on her extensive background with global capital markets and inherent curiosity to identify successful investments. Success is defined by the ability to fulfill clients’ goals while limiting risk. She has deep experience in traditional and hedge fund investment research, product management and client service. Tanya has relied on her analytical skills to assess and measure companies’ intrinsic values. Similarly, she has applied her aptitude for critical thinking and thoroughness to identify and conduct investment and operational due diligence on traditional, private equity and hedge fund investment managers and their strategies in order to build investment programs that address the goals of global clients. Furthermore, Tanya has leveraged her technical acumen and passion for education to elevate clients’ knowledge of investments by relying on concise and compelling messaging to communicate technical concepts and their implications. Tanya’s progressive thinking creates a competitive edge for businesses with whom she partners. She readily acknowledges the dynamic nature of the asset management industry. Accordingly, she demonstrates ingenuity and thoughtfulness when addressing shifts in client demand, product innovation, regulation and technology. Tanya is a collaborative leader who is highly regarded for her discipline and in-depth process that lead to effective solutions. As the Program Manager for the DC 529 College Savings Trust Plan, she led the team responsible for the development and implementation of a strategy that produced a competitively ranked 529 Plan. Ultimately, it is Tanya’s purpose to guide and support clients in achieving their long-term investment goals through executing thoughtful investment decisions and employing discipline.
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