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 service lines, ensuring Plante Moran maintains its position as a leading accounting firm. By overseeing major firm initiatives and client relationships, William Lichwalla drives sustainable growth and reinforces the firm's commitment to client success. The focus remains on enhancing service delivery and expanding the firm's reach within the accounting sector.

Anthony Belloli, the President, Chief Executive Officer and Partner, Plante Moran Trust at Plante Moran, spearheads the strategic direction and operational management of Plante Moran Trust. Belloli ensures the trust services align with the firm's broader mission of providing integrated financial solutions. This executive oversees the development and execution of trust strategies, focusing on wealth management and fiduciary services. By driving innovation within the trust division, Anthony Belloli enhances client value and expands the firm's capabilities in specialized financial planning. The leadership ensures robust governance and compliance, solidifying Plante Moran Trust's reputation for integrity and expertise in managing client assets.

Daniel Trotta, the Chief Financial Officer at Plante Moran, directs the firm's financial planning, risk management, and reporting activities. Trotta oversees all fiscal operations, including budgeting, forecasting, and investment strategies, ensuring financial stability and profitability. This executive manages the allocation of capital and resources to support the firm's strategic goals and operational needs. By maintaining rigorous financial controls, Daniel Trotta safeguards the firm's assets and enhances its financial performance. The Chief Financial Officer plays a critical part in guiding the firm's financial health and supporting its long-term expansion initiatives.

Yasuhiro Kishinaka, the Chief Financial Officer & Controller & Director, Finance & Director, Tax at Plante Moran, manages critical financial and tax operations for the firm. Kishinaka oversees the financial reporting, accounting functions, and tax compliance, ensuring adherence to regulatory standards. This role involves directing the finance department's activities and providing strategic insights into tax planning and management. By ensuring accurate financial data and efficient tax processes, Yasuhiro Kishinaka supports the firm's overall financial health and operational integrity. The executive's responsibilities encompass both internal financial controls and external tax-related services.

Rob Cardinal, the Chief Operating Officer at Plante Moran, manages the firm's day-to-day operational efficiency and resource allocation. Cardinal oversees the implementation of strategic initiatives across various departments, ensuring seamless service delivery for tax and audit functions. This role involves optimizing internal processes and driving productivity improvements throughout the organization. By focusing on operational excellence, Rob Cardinal supports the firm's growth objectives and enhances its capacity to serve a diverse client base. The Chief Operating Officer ensures that the firm's infrastructure effectively supports its professional staff and client engagements, maintaining high standards of quality and responsiveness.

Zachary Otte, the President, Realpoint Investment Advisors at Plante Moran, leads the investment advisory division, focusing on strategic financial planning and asset management. Otte directs the development and implementation of investment strategies tailored to client objectives, ensuring robust portfolio performance. This executive oversees the team responsible for market analysis, investment research, and client portfolio management. By driving innovation in investment advisory services, Zachary Otte enhances client outcomes and expands the firm's capabilities in wealth management. The President ensures that Realpoint Investment Advisors operates with the highest standards of fiduciary responsibility and client service.

J. Murphy, the Partner, President at Plante Moran, holds a significant leadership position within the firm, contributing to its strategic direction and operational oversight. Murphy's role involves guiding key initiatives and fostering a collaborative environment across different service areas. This executive focuses on enhancing client service delivery and ensuring the firm's continued growth and success in the accounting sector. By championing the firm's core values, J. Murphy reinforces Plante Moran's commitment to integrity and professional excellence. The Partner, President plays a vital part in the firm's governance and strategic planning processes.

Jeffrey Antaya, the Chief Marketing Officer at Plante Moran, leads the firm's comprehensive marketing and brand strategy initiatives. Antaya oversees market research, lead generation, and client engagement programs designed to enhance Plante Moran's visibility and market position. This role involves developing and executing campaigns that communicate the firm's value proposition in tax and audit services. By driving innovative marketing approaches, Jeffrey Antaya strengthens client relationships and attracts new business opportunities. The Chief Marketing Officer ensures consistent brand messaging across all platforms, supporting the firm's growth objectives and reinforcing its reputation for expertise.

Paul Blowers, the Chief Information Officer at Plante Moran, directs the firm's technology strategy and infrastructure development. Blowers oversees the implementation and management of IT systems that support tax and audit services, ensuring data security and operational efficiency. This executive is responsible for leveraging technology to enhance client service delivery and internal productivity. By driving digital transformation initiatives, Paul Blowers ensures Plante Moran remains at the forefront of technological innovation in the accounting sector. The Chief Information Officer manages the IT department, focusing on system reliability, cybersecurity, and the adoption of advanced technological solutions.

Marten Pelt, the Partner, Chief Marketing Officer at Plante Moran, collaborates on the firm's marketing strategies and client outreach efforts. Pelt contributes to developing and executing campaigns that highlight Plante Moran's expertise in tax and audit services. This role involves supporting market development initiatives and strengthening client relationships through targeted communications. By focusing on strategic marketing execution, Marten Pelt enhances the firm's brand presence and supports business development objectives. The Partner, Chief Marketing Officer works closely with the marketing team to ensure effective implementation of marketing plans and programs.