Our Team

Leadership Team


Managing Partner and Co-founder

Daniel Stein is President of the Stewards of Change Institute (SOCI), a unique not-for-profit think tank and advocacy/implementation organization. He is also Co-Principal Investigator for the National Interoperability Collaborative (NIC), a new “Community of Networks” initiative led by SOCI and AcademyHealth. For over a decade, Stein has been a thought-leader, educator, consultant, and advocate in promoting and implementing interoperability and information-sharing by working nationally in the private and public sectors – at the local, state and federal levels – to instigate systemic change. Through the Stewards of Change Consultancy, which is the implementation arm of SOCI, Stein also has provided his expertise and experience nationally to create the strategies, operational regimes, tools, training and materials needed to achieve tangible results and fulfill the Institute’s mission.


Senior Consultant

Adam Pertman has provided a broad, diverse range of work since joining Stewards nearly four years ago. That has included strategic planning, board and financial development, helping to build SOCI, project management, and a variety of media and communications activities. Among his current responsibilities, Adam is the Coordination and Communications Director of the National Interoperability Collaborative. Adam came to SOCI after two successful careers over the last three decades – first as a senior, Pulitzer-nominated journalist with the Boston Globe, and then as one of the most highly regarded thought leaders in the child welfare world as head of the Donaldson Adoption Institute (a national nonprofit that he built into the pre-eminent research, policy and advocacy think tank in its field). He is a prize-winning author who has provided hundreds of keynotes, training and other presentations in the U.S. and internationally, regularly appears in the media in this country and others, and has received numerous awards for his work on behalf of children and families. He also serves as President of the nonprofit National Center on Adoption and Permanency and his consultancy, Myriad Strategic Partners.


Project Consultant

Gillian Tucker joined Stewards of Change in 2015, providing a broad range of skills related to shaping and managing projects and activities. She previously spent more than a decade working on communications and change-management strategies for business transformation projects in Northern and Southern California. She was also instrumental in the planning efforts for Sun Microsystems’ semi-annual leadership conferences. She holds an MA in Human Resources and Industrial Relations from the University of Minnesota and a BA in Human and Organizational Development from Vanderbilt University.



Senior Informatics and Data Science Consultant

Timothy Jay Carney came to Stewards of Change in 2018 after serving as the Senior Director, Data Analytics and Public Health Informatics, at the Association of State and Territorial Health Officials (ASTHO). He has practiced in the informatics field for over 15 years and is the Founder and CEO of the Global Health Equity Intelligence Collaborative, which leverages innovative technology and systems evaluation tools to foster smart health practices to eliminate health disparities and achieve health equity. Prior his tenure at ASTHO, Tim was an assistant professor at the Gillings School of Global Public Health at the University of North Carolina, Chapel Hill, where he taught graduate courses and conducted applied informatics research. Tim continues to serve as an adjunct assistant professor at UNC. Tim previously served as both a fellow and a consultant to the Informatics Specialists at the Centers for Disease Control and Prevention, where he examined the objectives and performance of national Health Information Technology initiatives that focused on cancer surveillance and national Public Health IT infrastructure improvement efforts. His current informatics research and applied practice areas include: Health Equity/Health Disparities, Chronic Disease Surveillance, Public Health Intelligence, Computational Modeling of Social and Organizational Systems, Network Analysis, Decision Support, CBPR-Community-based Knowledge Exchange Networks, and Public Health Situational Awareness. Tim’s informatics efforts focus on the evaluation of HIT as an agent of change in an intelligent and adaptive learning health system. He has taught graduate-level courses entitled: (1) Diagnosis and Design of Multilevel Intelligence for a Smart Health System and (2) Informatics for Population Health Management; in addition, he co-developed an Introduction to Public Health Informatics. He received a PhD in Health Informatics from Indiana University, an MPH from Tulane University, and an MBA in Information Science and Project Management from Devry-Keller Graduate School of Management.


Senior Consultant

Ivy Pool came to Stewards of Change in 2018 after serving in several senior positions in state and city government in New York. She is currently a public-sector consultant advising non-profits and government agencies on improving outcomes for underserved populations. She is also an Adjunct Assistant Professor at New York University’s Robert F. Wagner Graduate School of Public Service. Previously, Ivy served in the administration of Gov. Andrew M. Cuomo as the Program Director for the New York State Integrated Eligibility System, a $500 million program to modernize and streamline access to health and human service programs. During New York Mayor Michael R. Bloomberg’s administration, she served as the Executive Director for HHS-Connect, a nationally recognized program that established interoperability and shared case management among 12 city agencies to enable more efficient and effective service delivery. Ivy also held several other positions in NYC government, including at the Department for Information Technology and Telecommunications and the Department for Citywide Administrative Services. She earned a Master’s in Public Administration from NYU and an undergraduate degree from Columbia University.

Michael Kerr

Project Consultant

Michael Kerr joined Stewards of Change in 2013, providing a broad array of project-related skills. Previously, Michael worked for TechAmerica, the largest IT industry association, where he directed many of the organization’s state and local government programs, policy initiatives and events. He focused on federal and state procurement matters, including legislation and reforms, as well as human services delivery and technology policy issues. In addition, he led and supported member programs and events, including the Human Services IT Advisory Group (HSITAG), Beyond the Beltway, and the SLG-Cloud Commission. Prior to joining TechAmerica (formerly ITAA), Michael worked for the Software & Information Industry Association, Mathis and Associates Consulting, the Columbia Institute for TeleInformation, and GTE. He earned an MBA from the University of Minnesota and a Bachelor of Science degree from Arizona State University.

Daniel Bach


Daniel Bach joined Stewards of Change in 2018 to provide expertise in data integration and community-based program and project development. He has focused his 25-year career on data-informed change management, community development, fiscal maximization, program development, evaluation and contractual relations. He has worked in Children’s Services since 1992 as a social worker, supervisor and manager. Daniel is also the Deputy Director of the Action Council of Monterey County (CA), a nonprofit organization dedicated to creating public-private partnerships to promote economic and social justice, and to initiate dialogue for transformation. He studied Criminology, Psychology and Victim Services at California State University.