Plante Moran Executive and Leadership Team

Anthony Belloli, the President, Chief Executive Officer and Partner, Plante Moran Trust at Plante Moran, directs the strategic vision for the trust division. Overseeing fiduciary services and wealth management initiatives, the President, Chief Executive Officer and Partner, Plante Moran Trust ensures alignment with the broader accounting firm objectives. This leadership role involves managing complex regulatory requirements while expanding the footprint of trust services across North American markets. By optimizing service delivery models, Anthony Belloli directly impacts the firm's reputation for excellence in financial stewardship. The President, Chief Executive Officer and Partner, Plante Moran Trust collaborates with other senior leaders to integrate trust solutions into the core tax and audit offerings. Through rigorous oversight of investment portfolios and client assets, Belloli secures the long-term financial health of the organization while maintaining the highest standards of professional integrity and operational efficiency.

Bill Lichwalla, the President & Chief Executive Officer at Plante Moran, directs the overarching corporate strategy and firm-wide operations. Overseeing the execution of tax and audit service delivery, the President & Chief Executive Officer ensures the organization maintains a competitive edge in the professional services industry. This leadership role involves fostering a culture of innovation while managing the firm's expansion across diverse regional markets. By aligning departmental goals with the core mission of providing exceptional client value, Bill Lichwalla drives sustainable growth and operational excellence. The President & Chief Executive Officer coordinates with the partner group to refine business models and enhance service quality. Through consistent focus on market trends and client needs, Lichwalla strengthens the firm's position as a leader in accounting, ensuring that all internal processes support the long-term vision of the organization and its commitment to professional excellence.

Daniel Trotta, the Chief Financial Officer at Plante Moran, directs the firm's fiscal strategy and financial reporting processes. Overseeing capital allocation and budgetary planning, the Chief Financial Officer ensures the organization maintains a strong balance sheet to support ongoing operations. This leadership role involves managing financial risk and ensuring compliance with industry standards for accounting firms. By optimizing internal financial controls, Daniel Trotta directly impacts the firm's profitability and long-term sustainability. The Chief Financial Officer works closely with the partner group to evaluate investment opportunities and resource distribution. Through rigorous financial analysis, Trotta provides the insights necessary for strategic decision-making across all service lines. This role requires a deep understanding of the firm's business model, ensuring that financial performance remains aligned with the overarching mission of delivering high-quality tax and audit services while maintaining operational efficiency and fiscal responsibility.

Yasuhiro Kishinaka, the Chief Financial Officer & Controller & Director, Finance & Director, Tax at Plante Moran, directs the firm's tax compliance and financial reporting frameworks. Overseeing the integration of tax strategy into the firm's broader financial operations, the Chief Financial Officer & Controller & Director, Finance & Director, Tax ensures accuracy and regulatory adherence. This leadership role involves managing complex tax structures and financial oversight for the organization. By optimizing tax planning and financial controls, Yasuhiro Kishinaka directly impacts the firm's bottom line and risk management profile. The Chief Financial Officer & Controller & Director, Finance & Director, Tax collaborates with the finance department to ensure transparency and fiscal health. Through meticulous attention to detail, Kishinaka supports the firm's commitment to providing reliable and high-quality tax services. This role requires deep technical expertise, ensuring that all financial and tax-related activities support the firm's overall strategic goals.

Rob Cardinal, the Chief Operating Officer at Plante Moran, directs the day-to-day business operations and internal service delivery processes. Overseeing the firm's operational efficiency and resource management, the Chief Operating Officer ensures that tax and audit teams have the necessary support to meet client demands. This leadership role involves streamlining workflows and implementing best practices across all regional locations. By optimizing operational capacity, Rob Cardinal directly impacts the firm's ability to scale effectively. The Chief Operating Officer collaborates with other C-suite leaders to integrate new service offerings and improve cross-departmental communication. Through the management of internal infrastructure, Cardinal ensures that the firm remains agile and responsive to market changes. This role focuses on driving productivity and maintaining high standards of service quality, ensuring that all operational activities support the firm's commitment to excellence and its long-term strategic objectives.

John Lesser, the Group Managing Partner and President of Plante Moran Financial Advisors at Plante Moran, directs the wealth management and financial advisory division. Overseeing the delivery of comprehensive investment and planning services, the Group Managing Partner and President of Plante Moran Financial Advisors ensures that clients receive tailored financial solutions. This leadership role involves managing the growth of the advisory practice and maintaining high standards of client service. By optimizing the investment advisory model, John Lesser directly impacts the firm's ability to provide holistic financial guidance. The Group Managing Partner and President of Plante Moran Financial Advisors collaborates with the tax and audit teams to offer integrated financial planning. Through strategic leadership, Lesser drives the expansion of the advisory business, ensuring that all services align with the firm's mission of providing exceptional value and professional expertise to clients across the country.

Zachary Otte, the President, Realpoint Investment Advisors at Plante Moran, directs the specialized investment advisory services provided by the Realpoint division. Overseeing the development of investment strategies and portfolio management, the President, Realpoint Investment Advisors ensures that clients receive expert guidance on real estate and alternative investments. This leadership role involves managing the division's growth and ensuring alignment with the firm's broader financial advisory goals. By optimizing investment performance and client outcomes, Zachary Otte directly impacts the firm's reputation in the specialized investment sector. The President, Realpoint Investment Advisors collaborates with other senior leaders to integrate real estate investment solutions into the firm's comprehensive service portfolio. Through strategic oversight of the division, Otte drives innovation and maintains high standards of professional excellence, ensuring that all investment activities support the firm's commitment to providing superior financial advice and long-term value to clients.

Marten van Pelt, the Chief Marketing Officer at Plante Moran, directs all brand positioning and market outreach initiatives. Overseeing the development of digital campaigns and client acquisition strategies, the Chief Marketing Officer ensures the firm's value proposition resonates with target audiences across the United States. This leadership role involves analyzing market data to refine service messaging for tax and audit offerings. By optimizing the marketing funnel, Marten van Pelt directly impacts the firm's ability to attract and retain high-value clients. The Chief Marketing Officer collaborates with service line leaders to communicate the firm's expertise effectively. Through strategic brand management, van Pelt elevates the firm's visibility in the competitive accounting landscape. This role requires constant adaptation to changing industry dynamics, ensuring that all promotional efforts support the broader business objectives and contribute to the overall growth and market influence of the organization.

Paul Blowers, the Chief Information Officer at Plante Moran, directs the firm's technological infrastructure and digital transformation efforts. Overseeing cybersecurity protocols and data management systems, the Chief Information Officer ensures the integrity and security of sensitive client tax and audit information. This leadership role involves architecting scalable cloud solutions that support the firm's operational needs across all regional offices. By implementing advanced analytical tools, Paul Blowers directly impacts the efficiency of service delivery and internal workflows. The Chief Information Officer collaborates with the executive team to align technology investments with long-term business goals. Through the modernization of IT systems, Blowers enables the firm to leverage data for better decision-making and improved client outcomes. This role focuses on maintaining a robust digital environment that facilitates seamless collaboration and protects the firm's assets against evolving technological threats in the professional services sector.

Marten Pelt, the Partner, Chief Marketing Officer at Plante Moran, directs the firm's client engagement strategies and market development programs. Overseeing the expansion of service awareness, the Partner, Chief Marketing Officer ensures that the firm's expertise in tax and audit is effectively communicated to prospective clients. This leadership role involves building strategic partnerships and enhancing the firm's reputation in the professional services market. By refining the client experience, Marten Pelt directly impacts the firm's growth trajectory and market share. The Partner, Chief Marketing Officer works with the leadership team to identify emerging opportunities and tailor service offerings to meet evolving client needs. Through targeted outreach and relationship management, Pelt strengthens the firm's presence across diverse industries. This role requires a focus on long-term brand equity, ensuring that all marketing initiatives align with the firm's core values and contribute to sustained business success.