Our board

Tim is PwC's US Senior Partner with over 30 years of diversified experience serving clients across the globe. A forward-thinking leader committed to driving human-led, tech-powered outcomes to build trust in society and solve important problems, Tim has a proven record in advancing strategy, growth, collaboration, innovation, and upskilling.

He has reimagined PwC for the modern era, leading a complete digital transformation and launching a bold new strategy – The New Equation – to get ahead of the rapid pace of change in the industry bringing the best people, capabilities and technology together to support clients in building trust and delivering sustained outcomes.

With equity foundational to Tim’s trust-based leadership, he founded CEO Action for Diversity & Inclusion™– the largest CEO-driven business commitment to advance diversity, equity and inclusion in the workplace, with 2,000 signatory organizations – as well as CEO Action for Racial Equity to promote scalable, sustainable policies and corporate best practices to address systemic racism and social injustice.

Tim is a member of the Board of Trustees of The Brookings Institution and the Financial Accounting Foundation, where he is Co-Chair of its Standard-Setting Process Oversight Committee. He is also Chair of the Center for Audit Quality’s Governing Board, a non-partisan, non-profit group dedicated to enhancing investor confidence and public trust in the global capital markets. 

Raised in Boston, Tim learned early leadership lessons when he started his first job at age 14 as a grocery store stocker. He joined PwC after graduating from Babson College. He is a certified public accountant in Massachusetts and New York and a member of the American Institute of Certified Public Accountants. Tim is a runner and proud father of six children - and a dog. 

Karen serves clients in the Pharmaceutical and Life Sciences industry and is a Deals partner in PwC US's Consulting Solutions segment. Karen is the PwC US & Mexico sales leader and proudly serves as the global client partner for one of PwC’s largest health industries clients. Karen's past roles include serving as a PwC Trust Solutions partner, the health industries leader and pharmaceutical and life sciences leader. In addition to her service on the PwC US Board, Karen serves on the PwC Network’s Global Board. She is also a member of the Board of Directors for the Pancreatic Cancer Action Network and the New Jersey Performing Arts Center.

Julie is the National Tax Service market leader and the Tax Mergers & Acquisitions National Practice leader. She is a subject matter specialist for financially troubled companies and divestiture transactions with over 25 years of tax experience consulting on, structuring and executing mergers and acquisitions with many multinational clients. Julie organizes teaming strategies within the Tax Mergers & Acquisitions and National Tax Service practices to expand the firm’s footprint in the markets and across platforms. She is also a co-author of the Bureau of National Affairs (BNA) Portfolio on Earnings and Profits. 

Puneet is a Consulting Solutions principal with over 29 years of professional experience. He leads the Financial Services tax practice in the US. He joined PwC in 2001 after a six-year career as a lawyer in India. Puneet consults on tax and business issues and emerging trends with private equity and asset and wealth management clients on their deals and global operations. Puneet serves on the board of StreetWise Partners, an organization with a mission to leverage mentorship to increase employment opportunities for adults from overlooked and under-resourced communities. In addition to his service on the US Board, Puneet serves on the PwC Network’s Global Board.

Dallas is a Consulting Solutions principal in PwC's Technology practice, where he is engaged in the delivery of consulting and compliance services to the world’s largest multinational software, internet and media companies. He also leads an emerging global technology alliance, going to market to serve companies across industries in their transformation journey. Dallas has over 18 years of experience working with Fortune 500 software, internet, entertainment and media clients, leading deals, divestitures, business expansion and global technology transformation.

Dave is the global client partner for two global diversified financial services organizations. In addition to his client roles, Dave is the Boston Office Managing Partner, a facilitator for the Trust Leadership Institute and serves on the executive committee of the Greater Boston Chamber of Commerce. He has over 25 years of professional experience serving global financial institutions. Dave uses his experience to mentor and coach executives, board members and partners to upskill themselves and their organizations through industry-leading development programs, like the Trust Leadership Institute.

Bernadette has over 30 years of experience in the financial services industry, residing in four offices over the span of her career — New York, Boston, Tokyo and Atlanta. Bernadette is the global client partner for one of our largest global Financial Services clients. Throughout her career, Bernadette has held a variety of roles, including US Asset & Wealth Management leader, US Board Nominating Committee member, trustee for the PwC Employee Benefit Plans, the managing partner for the Financial Services Catalyst Program and the Northeast diversity leader. She is also a former member of the Board of Trustees for the Boys and Girls Clubs of Boston and served on their Finance Committee.

Kevin has over 30 years of professional experience providing audit and business advisory services to clients primarily in the technology and automotive industries. He has broad experience serving a diverse mix of companies ranging from emerging businesses to some of the firm's largest global technology clients within the Trust Solutions segment. Kevin supports the technology sector as a frequent speaker and thought leader. His past roles include serving as the US technology, media and telecom Assurance sector leader, Silicon Valley Assurance leader and the software industry Assurance leader for the US firm.

Laura has over 30 years of experience serving some of the firm’s largest and most complex financial services clients. A Trust Solutions partner, Laura currently serves as the global client partner for one of our largest global asset management clients. Previously, she served in several key leadership roles such as Assurance Human Capital leader, Assurance Diversity leader and San Francisco Market Assurance leader. Laura currently serves as a trustee for the PwC Employee Benefit Plans and as an Advisory Board member for the UC Berkeley Haas School of Business, Center for Financial Reporting and Management. With her vast experience and knowledge, she is a frequent speaker for training programs and external events for clients and PwC professionals.

Scott has more than 30 years of experience serving PwC clients across various industries, including financial services, industrial products and energy. A Consulting Solutions partner, Scott leads the Dallas office. Prior leadership roles include Greater Texas Market Managing Partner, which included oversight of 10 offices in the Texas region, and the North Texas Tax leader. He is an active member of the Dallas community and serves on numerous civic and community boards, including the Dallas Regional Chamber, United Way of Metropolitan Dallas, YMCA of Metropolitan Dallas, Dallas Theater Center, Catholic Foundation, Cristo Rey Dallas College Prep, SMU Tate Lecture Series, SMU Doak Walker Award and the Klyde Warren Park Foundation. Scott is also a member of the Dallas Citizens Council.

Shawn leads our Private business serving families, high net worth individuals, private equity portfolio companies and US inbounds. He also serves as the signing partner on clients in the Private space and is the Trust Solutions point partner for various private equity firms. Shawn has 30 years of experience providing growing private and public companies with audit and business advisory services across a broad range of industries including technology, entertainment, media, professional sports, telecommunications and retail and consumer. He has served as a partner in Core Assurance, Risk Assurance and Private sectors.

Vice Admiral (Ret.) Carol Pottenger is an external director on the US Board. A woman of many firsts in 30+ years with the US Navy, she currently serves on private, public and nonprofit boards, including California Water Service Group, Serco North America and the US Navy Memorial Foundation in Washington, DC. Carol is principal and owner of CMP Global LLC, which provides consulting services in organizational transformation, risk assessment, human capital and corporate governance. As the first female three-star admiral in American history to lead in a combat branch, Carol was a pioneer throughout her Navy career. She commanded two ships, a logistics force of 30 ships, a Japan-based strike-group of eight ships and the Expeditionary Force of 40,000 sailors. She was also the senior US Flag Officer responsible for military transformation and sensitive military topics such as counterterrorism and cybersecurity while on assignment with NATO.

Bob has over 30 years of experience providing audit and business advisory services to clients in the financial services industry as a Trust Solutions partner. He previously served as the lead client partner for two of our largest insurance industry clients. Bob also serves as Vice Chair with a focus on the financial services industry. He previously served as the US Financial Services Assurance leader as well as the US Insurance sector leader.

Lisa has over 30 years of experience providing audit and business advisory services to clients in the financial services industry and she currently serves as the lead client partner for one of our largest banking and capital markets clients within our Trust Solutions segment. Her past roles include serving as the New York Metro Financial Services Assurance leader and as the Assurance diversity leader for the US firm. In addition to her service on the US Board, Lisa serves as the Chair of the PwC Network’s Global Board.

Earl is a strategy and operations consulting principal with 29 years of experience, primarily serving clients in energy and utilities—including renewables and energy industrials—as well as clients in other industries over the years (auto, consumer, technology and telecommunications). He specializes in corporate and business unit strategy, deals and enterprise transformation, with functional experiences across the value chain (operations, supply chain, customer, back office functions/shared services, integrated planning and regulatory). Earl currently serves as the lead client partner for four energy companies and previously served as the US/Mexico Strategy Consulting leader, Energy and Industrial Products & Services (IPS) Strategy leader, IPS Strategy Go-to-Market (GTM) leader and IPS Deals GTM leader. Earl currently serves on the national Board of Directors of the Girl Scouts of the USA and on the board of the Perot Museum of Nature and Science.

Gurpreet has over 28 years of consulting experience working with large pharmaceutical, health insurance and health system clients. He also serves as the global client partner for several health industries clients. As a Consulting Solutions principal, he is responsible for delivering strategies that enhance growth, improve financial performance and leverage emerging technologies to gain competitive advantage. Gurpreet is also a frequent speaker on the topics of healthcare economic trends, digital health and partnerships. Prior to PwC, Gurpreet was the managing partner for the Pharmaceuticals and Life Sciences practice for Diamond Management and Technology Consultants. In the Chicago community, he serves on the Board of Trustees for the Adler Planetarium and Astronomy Museum of Chicago, the Latin School of Chicago and Aspire of Illinois.

With over 35 years of experience in audit and business advisory services, Ignacio is a Trust Solutions partner serving Consumer & Industrial Products clients headquartered in Mexico, as well as Mexican subsidiaries of global companies. Ignacio was a member of PwC Mexico’s Board of Partners from 2014 until 2016, when the US and Mexico firms combined their businesses. He also served as leader of the Risk Assurance Mexico practice from 2014 through 2019. He has been a PwC partner since July 2000 and has provided audit services to multinational companies since 1988.

Derek is the Deals Transformation practice team leader. He serves clients on complex, global transactions across industries for both private equity and corporate clients. He has over 25 years of professional experience as a transaction specialist with extensive experience in performing comprehensive pre-deal due diligence, deal execution and cross-functional post-deal separation and integration. In addition to Derek’s client work, he is a Diversity, Equity and Inclusion champion and serves on the Massachusetts Regional Advisory Board for Bottom Line.

Ellen is the Deputy Platform leader for Transformation within PwC’s Consulting Solutions segment, which enables companies to realize their highest priority business outcomes, including enterprise strategy, digital experience, deals and technology transformation. She also serves as the insurance sector champion, serving clients in the insurance industry across all sub-sectors, including life and annuity, property and casualty, and reinsurance and supports a team of partners who serve the portfolio of US insurance clients. Ellen serves as the Chair of the Board’s Governance Committee.