Plante Moran Executive and Leadership Team

William Lichwalla, the President & Chief Executive Officer & Partner at Plante Moran, directs the firm's overall strategic vision and operational execution. Lichwalla guides the executive team in delivering comprehensive tax and audit services, aligning the firm's offerings with market demands and client needs. This leadership role involves fostering a culture of excellence and innovation across all departments, ensuring Plante Moran maintains its position as a leading accounting firm. By overseeing key strategic initiatives, William Lichwalla drives the firm's growth and enhances its reputation for client-centric solutions. The President & Chief Executive Officer & Partner ensures robust governance and ethical practices, underpinning the firm's commitment to integrity and client trust. Lichwalla's focus remains on expanding the firm's reach and impact within the accounting industry.

Anthony Belloli, the President, Chief Executive Officer and Partner, Plante Moran Trust at Plante Moran, spearheads the strategic direction and operational management of the trust services division. Belloli ensures the delivery of specialized financial and fiduciary services, catering to complex client needs. This executive position involves cultivating strong client relationships and expanding the trust services portfolio. By driving innovation within the trust division, Anthony Belloli enhances the firm's ability to provide integrated wealth management solutions. The President, Chief Executive Officer and Partner, Plante Moran Trust oversees compliance and regulatory adherence, safeguarding client assets and maintaining the highest standards of service. Belloli's leadership focuses on strengthening the firm's position in the wealth management sector.

Daniel Trotta, the Chief Financial Officer at Plante Moran, manages the firm's financial operations and strategic fiscal planning. Trotta oversees all aspects of financial reporting, budgeting, and investment management, ensuring the firm's financial health and stability. This critical role involves developing financial strategies that support the company's growth objectives and operational efficiency. By analyzing financial data and market trends, Daniel Trotta provides key insights to the executive leadership team. The Chief Financial Officer is responsible for optimizing resource allocation and managing financial risks across the organization. Trotta's expertise ensures Plante Moran maintains robust financial controls and pursues sustainable profitability, supporting the firm's long-term business objectives.

Yasuhiro Kishinaka, the Chief Financial Officer & Controller & Director, Finance & Director, Tax at Plante Moran, oversees the firm's financial health and fiscal management. Kishinaka directs financial planning, accounting operations, and tax strategy, ensuring compliance and optimizing financial performance. This multifaceted role involves managing budgets, financial reporting, and internal controls to support the firm's strategic goals. By leading the finance and tax departments, Yasuhiro Kishinaka provides critical financial insights to executive leadership. The Chief Financial Officer & Controller & Director, Finance & Director, Tax is responsible for safeguarding the firm's assets and driving financial efficiency. Kishinaka's focus is on maintaining robust financial discipline and supporting sustainable business growth.

Rob Cardinal, the Chief Operating Officer at Plante Moran, manages the firm's day-to-day operational activities and process optimization. Cardinal oversees the efficient execution of business processes, ensuring seamless service delivery and operational excellence across all departments. This leadership position involves implementing strategies to enhance productivity and streamline workflows. By directing operational teams, Rob Cardinal ensures that Plante Moran's resources are utilized effectively to meet client demands. The Chief Operating Officer is responsible for maintaining high standards of operational performance and driving continuous improvement initiatives. Cardinal's focus is on strengthening the firm's operational infrastructure to support sustained growth and client satisfaction.

John Lesser, the Group Managing Partner and President of Plante Moran Financial Advisors at Plante Moran, leads the strategic development and operational oversight of the financial advisory services. Lesser directs the expansion of wealth management solutions and client advisory services, ensuring alignment with market needs. This executive position involves fostering a client-centric approach and driving service excellence across the advisory teams. By guiding the financial advisors, John Lesser enhances the firm's capacity to deliver comprehensive financial planning and investment management. The Group Managing Partner and President of Plante Moran Financial Advisors is responsible for cultivating strategic partnerships and driving revenue growth. Lesser's leadership focuses on strengthening Plante Moran's position as a trusted financial advisor.

Zachary Otte, the President, Realpoint Investment Advisors at Plante Moran, directs the strategic vision and operational execution for the investment advisory arm. Otte oversees the management of investment portfolios and the development of tailored investment strategies for clients. This leadership role involves driving market growth and enhancing the firm's investment services offerings. By leading the Realpoint Investment Advisors team, Zachary Otte ensures the delivery of exceptional financial guidance and performance. The President, Realpoint Investment Advisors is responsible for maintaining regulatory compliance and fostering a culture of investment excellence. Otte's focus remains on expanding the firm's investment capabilities and client base.

Marten van Pelt, the Chief Marketing Officer at Plante Moran, directs the firm's comprehensive marketing and brand strategy. Van Pelt oversees market research, lead generation, and brand development initiatives, ensuring alignment with the company's business goals. This executive position involves crafting compelling messaging that resonates with target audiences and enhances Plante Moran's market presence. By leading the marketing team, Marten van Pelt drives customer acquisition and retention strategies. The Chief Marketing Officer is instrumental in shaping the firm's public image and communicating its value proposition. Van Pelt's efforts focus on expanding market share and strengthening client engagement through innovative marketing campaigns.

Paul Blowers, the Chief Information Officer at Plante Moran, leads the firm's technology strategy and digital transformation efforts. Blowers oversees the development and implementation of IT infrastructure, cybersecurity measures, and data management systems, ensuring operational resilience and security. This executive role involves leveraging technology to enhance service delivery and internal efficiency. By guiding the IT department, Paul Blowers ensures that Plante Moran's technological capabilities support its strategic objectives. The Chief Information Officer is responsible for driving innovation in technology solutions and maintaining a secure digital environment. Blowers's focus is on optimizing technology investments to support the firm's growth and client service excellence.

Marten Pelt, the Partner, Chief Marketing Officer at Plante Moran, drives the firm's strategic marketing initiatives and brand positioning. Pelt oversees the development and execution of integrated marketing campaigns designed to enhance market penetration and client engagement. This executive role involves analyzing market dynamics and identifying opportunities for growth. By leading the marketing function, Marten Pelt ensures that Plante Moran's value proposition is effectively communicated to its target audiences. The Partner, Chief Marketing Officer is responsible for building brand equity and fostering strong relationships with clients and stakeholders. Pelt's expertise focuses on leveraging data-driven insights to optimize marketing performance and achieve business objectives.