Lisa J. Braun

Lisa J. Braun

Senior Managing Director, Partner Affairs @PwC

New York, NY, US
MOBILE NUMBERS
+12•••••••65

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WORK HISTORY

Jul 2025 — Present

Senior Managing Director, Partner Affairs @PwC

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EDUCATION

1990 — 1994

Bowling Green State University

BSBA, Business Pre-Law

1994 — 1996

University of Michigan Law School

Doctor of Law (J.D.), Law

SKILLS

Personal FinanceCorporate TaxPersonal Financial PlanningFinancial ReportingStrategic Financial PlanningFinancial PlanningInternational TaxRetirement PlanningAccountingHigh Net Worth IndividualsCpaTax ResearchEstate PlanningTax AdvisoryTax AccountingEmployee BenefitsTaxIncome Tax

ABOUT LISA J. BRAUN

Lisa has more than twenty years of experience in providing tax and financial planning services to external and internal PwC clients. She began her career in the Personal Financial Services group within Tax, working with corporate executives and wealthy families to develop income and transfer tax minimization and wealth accumulation strategies. In 2004, Lisa transferred into Partner Affairs to focus on retirement and benefits planning with PwC’s partners, taking over leadership of the Wealth Creation and Protection team in 2019. In this role, she focuses on providing education, tools and personalized financial planning for PwC partners and staff to enhance their personal balance sheets and accomplish their long-term personal goals. Specialties: retirement planning, estate planning, personal financial planning

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