Plante Moran Executive and Leadership Team

Anthony Belloli, the President, Chief Executive Officer and Partner, Plante Moran Trust at Plante Moran, directs the firm's overarching strategy and operational execution. Belloli's leadership ensures the integration of tax and audit services with specialized trust offerings, aligning with the company's mission to deliver comprehensive financial solutions. This executive guides the firm's growth initiatives and maintains its reputation for client-centric service. Belloli oversees the strategic direction of Plante Moran Trust, driving its expansion and ensuring its services complement the broader accounting and advisory functions. The Chief Executive Officer's role involves fostering a culture of excellence and accountability across all departments, directly impacting the firm's market position and client retention. Anthony Belloli's strategic vision shapes the firm's future, focusing on innovation and sustained client value in the competitive accounting landscape.

William Lichwalla, the President & Chief Executive Officer & Partner at Plante Moran, spearheads the firm's strategic direction and operational management. Lichwalla's leadership ensures the seamless delivery of tax and audit services, reinforcing Plante Moran's commitment to client success and market leadership. This executive drives the firm's expansion efforts and upholds its legacy of exceptional service delivery. The President & Chief Executive Officer & Partner role involves cultivating a high-performance environment and guiding the firm's response to evolving market demands. William Lichwalla's focus remains on enhancing client relationships and expanding the firm's service portfolio. By championing innovation and operational efficiency, Lichwalla directly contributes to Plante Moran's sustained growth and its reputation as a trusted advisor in the accounting industry.

Daniel Trotta, the Chief Financial Officer at Plante Moran, manages the firm's financial health and strategic fiscal planning. Trotta oversees all financial operations, including budgeting, forecasting, and resource allocation, ensuring alignment with the company's growth objectives and service delivery model. This executive's responsibilities extend to financial risk management and optimizing profitability across Plante Moran's diverse service lines. The Chief Financial Officer plays a critical part in evaluating investment opportunities and driving financial efficiency throughout the organization. Daniel Trotta's expertise supports the firm's ability to provide robust tax and audit services by maintaining a strong financial foundation. Trotta ensures compliance with all financial regulations and contributes to long-term financial stability, directly impacting the firm's capacity for innovation and client support.

Yasuhiro Kishinaka, the Chief Financial Officer & Controller & Director, Finance & Director, Tax at Plante Moran, manages the firm's financial operations and tax strategy. Kishinaka oversees financial reporting, compliance, and the strategic direction of tax services, ensuring alignment with Plante Moran's overall business objectives. This executive's dual role in finance and tax provides critical oversight for the firm's fiscal health and its specialized tax advisory functions. The Chief Financial Officer & Controller & Director, Finance & Director, Tax is responsible for optimizing financial performance and ensuring the integrity of financial data. Yasuhiro Kishinaka's expertise supports the firm's ability to deliver comprehensive accounting and tax solutions by maintaining rigorous financial controls and strategic tax planning. Kishinaka's leadership ensures compliance and drives financial efficiency across the organization.

Rob Cardinal, the Chief Operating Officer at Plante Moran, oversees the firm's operational efficiency and service delivery processes. Cardinal directs the implementation of best practices across departments, ensuring the seamless execution of tax, audit, and advisory services. This executive focuses on optimizing resource allocation and enhancing internal workflows to support Plante Moran's growth and client satisfaction objectives. The Chief Operating Officer's role involves managing day-to-day operations and driving continuous improvement initiatives throughout the organization. Rob Cardinal's strategic oversight ensures that Plante Moran maintains high standards of service quality and operational excellence. Cardinal's leadership contributes directly to the firm's ability to scale its operations effectively and meet evolving client needs in the dynamic business services sector.

Zachary Otte, the President, Realpoint Investment Advisors at Plante Moran, leads the firm's investment advisory division. Otte directs strategic initiatives to provide comprehensive investment management and financial planning services, complementing Plante Moran's core accounting and tax offerings. This executive focuses on driving growth and enhancing client value through expert financial guidance and market insights. The President, Realpoint Investment Advisors role involves overseeing investment strategies, managing client portfolios, and ensuring regulatory compliance within the advisory services. Zachary Otte's leadership ensures that Realpoint Investment Advisors delivers sophisticated financial solutions tailored to client objectives. Otte's vision guides the division's expansion and reinforces Plante Moran's commitment to holistic client support and wealth management.

John Lesser, the Group Managing Partner and President of Plante Moran Financial Advisors at Plante Moran, spearheads the firm's financial advisory services. Lesser directs strategic planning and operational execution for the financial advisory arm, ensuring seamless integration with Plante Moran's broader accounting and tax services. This executive focuses on expanding the firm's reach in wealth management and financial planning, driving client success through expert guidance. The Group Managing Partner and President of Plante Moran Financial Advisors role involves fostering a culture of excellence and innovation within the advisory teams. John Lesser's leadership is pivotal in developing and implementing strategies that enhance client value and strengthen the firm's market position. Lesser's oversight ensures the delivery of high-quality financial advice and robust client relationship management.

Paul Blowers, the Chief Information Officer at Plante Moran, directs the firm's technology strategy and digital transformation initiatives. Blowers oversees the development and implementation of IT infrastructure, ensuring robust cybersecurity measures and efficient data management to support Plante Moran's tax and audit services. This executive champions innovation in technology adoption, enhancing operational efficiency and client experience. The Chief Information Officer's role involves aligning technology investments with business goals, driving digital solutions that empower employees and clients. Paul Blowers's leadership ensures that Plante Moran leverages cutting-edge technology to maintain its competitive edge and deliver superior client value. Blowers is instrumental in safeguarding firm data and optimizing technological resources to support sustained growth and service excellence.

Jeffrey Antaya, the Chief Marketing Officer at Plante Moran, leads the firm's brand strategy and market outreach efforts. Antaya directs initiatives to enhance client engagement and expand market presence for Plante Moran's accounting, tax, and audit services. This executive oversees market research, campaign development, and digital marketing strategies to drive business growth and strengthen the firm's reputation. The Chief Marketing Officer's role involves articulating the firm's value proposition and ensuring consistent brand messaging across all communication channels. Jeffrey Antaya's expertise in market dynamics supports the firm's strategic objectives by identifying new opportunities and fostering client loyalty. Antaya's leadership ensures that Plante Moran effectively communicates its commitment to client success and industry leadership.

Marten Pelt, the Partner, Chief Marketing Officer at Plante Moran, drives the firm's comprehensive marketing and business development strategies. Pelt leads initiatives focused on enhancing brand visibility and expanding market reach for Plante Moran's extensive suite of accounting, tax, and audit services. This executive directs the execution of targeted campaigns and digital engagement programs designed to foster client acquisition and retention. The Partner, Chief Marketing Officer's responsibilities include shaping the firm's market positioning and ensuring cohesive brand messaging across all platforms. Marten Pelt's strategic insights into market trends and client needs are crucial for identifying growth opportunities and strengthening Plante Moran's competitive advantage. Pelt's leadership ensures the firm effectively communicates its commitment to delivering exceptional value and expertise to its diverse client base.