Plante Moran Executive and Leadership Team

Bill Lichwalla, the President & Chief Executive Officer at Plante Moran, directs the overarching strategic vision and firm-wide growth initiatives. Overseeing the integration of tax and audit service lines, the President & Chief Executive Officer ensures consistent delivery of high-value professional services across North American markets. This leadership role involves constant collaboration with the board to refine operational standards and maintain the firm's reputation for excellence. By fostering a culture of professional development, Bill Lichwalla directly impacts the firm's ability to attract top-tier talent. Ultimately, Lichwalla secures the long-term stability of the organization through disciplined fiscal management and a commitment to client success. The President & Chief Executive Officer maintains alignment between internal service capabilities and evolving market demands, ensuring the firm remains a leader in the accounting sector while navigating complex regulatory landscapes.

Anthony Belloli, the President, Chief Executive Officer and Partner, Plante Moran Trust at Plante Moran, manages the specialized trust and fiduciary service divisions. Overseeing complex wealth management strategies, the President, Chief Executive Officer and Partner, Plante Moran Trust ensures regulatory compliance and asset protection for high-net-worth clients. This leadership role involves architecting investment frameworks that align with the broader firm mission of financial security. By optimizing trust administration processes, Anthony Belloli directly impacts the firm's ability to provide comprehensive financial solutions. Ultimately, Belloli drives growth within the trust sector by expanding service offerings to meet sophisticated client needs. The President, Chief Executive Officer and Partner, Plante Moran Trust coordinates with other firm leaders to integrate trust services into the wider accounting and tax portfolio, creating a seamless experience for clients seeking holistic financial guidance across regional markets.

Daniel Trotta, the Chief Financial Officer at Plante Moran, directs the financial health and fiscal planning of the firm. Overseeing the budgeting, forecasting, and capital allocation processes, the Chief Financial Officer ensures the firm maintains a robust balance sheet to support long-term investments. This leadership role involves monitoring financial performance metrics and providing actionable insights to the executive team. By optimizing the firm's financial structure, Daniel Trotta directly impacts the ability to fund innovation and service expansion. Ultimately, Trotta secures the financial integrity of the organization through rigorous oversight and strategic planning. The Chief Financial Officer collaborates with other leaders to ensure that financial resources align with the firm's mission of providing high-quality tax and audit services, thereby ensuring sustainable growth and stability in an ever-changing economic landscape.

Yasuhiro Kishinaka, the Chief Financial Officer & Controller & Director, Finance & Director, Tax at Plante Moran, directs the technical accounting and tax compliance functions. Overseeing the accuracy of financial reporting and the execution of complex tax strategies, the Chief Financial Officer & Controller & Director, Finance & Director, Tax ensures that the firm adheres to the highest standards of regulatory compliance. This leadership role involves managing the internal finance department and providing technical guidance on tax matters. By optimizing tax planning processes, Yasuhiro Kishinaka directly impacts the firm's financial efficiency and risk management. Ultimately, Kishinaka secures the firm's fiscal compliance through meticulous oversight and technical expertise. The Chief Financial Officer & Controller & Director, Finance & Director, Tax works with the executive team to ensure that financial and tax operations support the firm's broader strategic objectives.

Rob Cardinal, the Chief Operating Officer at Plante Moran, directs the internal infrastructure and daily business operations of the firm. Overseeing the efficiency of service delivery models, the Chief Operating Officer ensures that tax and audit teams possess the necessary resources to meet client deadlines. This leadership role involves streamlining administrative workflows and optimizing resource allocation across all regional offices. By implementing scalable operational processes, Rob Cardinal directly impacts the firm's profitability and service quality. Ultimately, Cardinal maintains the operational backbone required to support the firm's expansive service portfolio. The Chief Operating Officer collaborates with the executive team to translate strategic goals into actionable daily tasks, ensuring that the firm remains agile in a competitive accounting environment while maintaining the high standards of service established since the firm's inception.

Zachary Otte, the President, Realpoint Investment Advisors at Plante Moran, directs the investment advisory and wealth management services. Overseeing the portfolio management and client investment strategies, the President, Realpoint Investment Advisors ensures that the firm provides sound financial guidance to its clients. This leadership role involves analyzing market conditions and developing investment products that align with client goals. By optimizing the investment advisory process, Zachary Otte directly impacts the firm's ability to grow client assets and provide comprehensive financial planning. Ultimately, Otte drives the success of the investment division through strategic market analysis and client-focused service delivery. The President, Realpoint Investment Advisors collaborates with other firm leaders to integrate investment advisory services into the broader accounting and tax portfolio, ensuring a holistic approach to wealth management for clients across various regions.

John Lesser, the Group Managing Partner and President of Plante Moran Financial Advisors at Plante Moran, directs the firm's financial advisory and wealth management operations. Overseeing the strategic direction of the financial advisory division, the Group Managing Partner and President of Plante Moran Financial Advisors ensures that the firm delivers high-quality financial planning services to its clients. This leadership role involves managing the firm's advisory teams and ensuring alignment with the broader organizational goals. By fostering a culture of excellence in financial planning, John Lesser directly impacts the firm's ability to provide comprehensive wealth management solutions. Ultimately, Lesser drives the growth of the financial advisory practice through strategic leadership and client-focused service. The Group Managing Partner and President of Plante Moran Financial Advisors works with the executive team to integrate advisory services into the firm's core accounting and tax offerings.

Jeff Antaya, the Chief Marketing Officer at Plante Moran, directs the brand positioning and market outreach strategies for the firm. Overseeing the development of digital campaigns and client acquisition channels, the Chief Marketing Officer ensures that the firm's expertise in tax and audit services reaches target demographics effectively. This leadership role involves analyzing market trends to identify new growth opportunities within the professional services sector. By crafting compelling narratives that highlight the firm's value proposition, Jeff Antaya directly impacts the firm's market presence and reputation. Ultimately, Antaya drives brand awareness and client engagement through data-driven marketing initiatives. The Chief Marketing Officer works closely with service line leaders to ensure that marketing efforts accurately reflect the firm's capabilities, thereby supporting the overall growth objectives and maintaining a strong competitive edge in the accounting industry.

Paul Blowers, the Chief Information Officer at Plante Moran, directs the technological infrastructure and digital transformation initiatives of the firm. Overseeing the security of client data and the implementation of advanced accounting software, the Chief Information Officer ensures that the firm remains at the forefront of digital innovation. This leadership role involves architecting scalable cloud solutions that support the firm's tax and audit service delivery. By modernizing internal systems, Paul Blowers directly impacts the efficiency and security of the firm's operations. Ultimately, Blowers drives the adoption of new technologies to enhance client service capabilities. The Chief Information Officer works with the executive team to mitigate cyber risks and ensure that the firm's technological assets are fully aligned with the broader strategic goals of the organization in a digital-first market.

Marten van Pelt, the Partner, Chief Marketing Officer at Plante Moran, directs the strategic partnerships and client relationship management programs. Overseeing the expansion of the firm's footprint in key industry verticals, the Partner, Chief Marketing Officer ensures that the firm's tax and audit services are positioned effectively for diverse client segments. This leadership role involves cultivating long-term relationships with key stakeholders and identifying cross-selling opportunities. By leveraging deep industry knowledge, Marten van Pelt directly impacts the firm's ability to penetrate new markets and retain existing clients. Ultimately, van Pelt drives revenue growth through targeted relationship-building and strategic market positioning. The Partner, Chief Marketing Officer collaborates with the broader marketing team to ensure that client-facing communications are consistent with the firm's core values and professional standards, thereby strengthening the firm's overall market impact.