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 fiduciary services and wealth management. Belloli oversees the integration of trust administration with broader accounting and tax service offerings to ensure comprehensive client support. By managing complex regulatory requirements and investment oversight, the President, Chief Executive Officer and Partner, Plante Moran Trust maintains high standards of institutional compliance. This leadership role involves coordinating with internal audit teams to refine service delivery models across North American markets. Anthony Belloli drives growth by aligning trust solutions with the evolving financial needs of high-net-worth individuals and corporate entities. Through rigorous risk management and client-focused innovation, Belloli secures the long-term stability of the trust division while fostering sustainable growth for the entire firm.

Bill Lichwalla, the President & Chief Executive Officer at Plante Moran, directs the overarching corporate strategy and firm-wide operational excellence. Lichwalla oversees the execution of long-term growth initiatives, ensuring that audit and tax service lines remain competitive within the professional services landscape. By fostering a culture of professional development and client-centric service, the President & Chief Executive Officer maintains the firm's reputation for quality and integrity. This leadership role involves active engagement with the partner group to define market expansion goals and operational priorities. Bill Lichwalla drives organizational efficiency by streamlining internal processes and leveraging firm-wide expertise to address complex client challenges. Through consistent focus on market leadership and sustainable business practices, Lichwalla ensures the firm delivers exceptional value to clients while maintaining robust financial performance across all regional operations.

Daniel Trotta, the Chief Financial Officer at Plante Moran, directs the firm's internal financial planning, reporting, and capital management. Trotta oversees the budgeting process and ensures fiscal discipline across all service lines, including audit and tax operations. By monitoring key performance indicators and financial health metrics, the Chief Financial Officer provides the leadership team with actionable insights to guide strategic decision-making. This leadership role involves managing relationships with financial institutions and ensuring compliance with internal and external reporting standards. Daniel Trotta drives financial stability by optimizing resource allocation and identifying opportunities for cost-effective growth. Through rigorous analysis of revenue streams and operational expenses, Trotta supports the firm's long-term profitability. By maintaining a strong balance sheet and transparent financial practices, the Chief Financial Officer ensures the firm remains well-positioned to invest in talent and technology.

Yasuhiro Kishinaka, the Chief Financial Officer & Controller & Director, Finance & Director, Tax at Plante Moran, directs the specialized financial reporting and tax compliance functions. Kishinaka oversees the integration of complex tax strategies into the firm's financial planning, ensuring alignment with regulatory requirements. By managing the controller function, the Chief Financial Officer & Controller & Director, Finance & Director, Tax maintains accurate financial records and internal controls. This leadership role involves providing technical guidance on tax-related financial matters to support the firm's broader audit and advisory services. Yasuhiro Kishinaka drives accuracy and compliance by implementing rigorous financial oversight and tax reporting protocols. Through the coordination of finance and tax departments, Kishinaka ensures that the firm's financial operations remain robust and transparent. By leveraging deep expertise in tax and finance, the Chief Financial Officer & Controller & Director, Finance & Director, Tax supports the firm's overall fiscal health.

Rob Cardinal, the Chief Operating Officer at Plante Moran, directs the firm's day-to-day operational activities and internal service delivery processes. Cardinal oversees the management of administrative functions and ensures that audit and tax teams have the necessary resources to meet client demands. By optimizing operational workflows and standardizing service delivery, the Chief Operating Officer enhances overall firm efficiency and productivity. This leadership role involves coordinating across departments to ensure seamless execution of client engagements and internal projects. Rob Cardinal drives operational excellence by implementing process improvements that reduce friction and improve service quality. Through the oversight of firm-wide logistics and resource management, Cardinal supports the firm's ability to scale effectively. By focusing on operational agility and consistent performance, the Chief Operating Officer ensures that the firm maintains its high standards of service delivery in a competitive market.

John Lesser, the Group Managing Partner and President of Plante Moran Financial Advisors at Plante Moran, directs the strategic growth and service delivery of the financial advisory division. Lesser oversees the management of investment advisory services, ensuring that client portfolios align with long-term financial goals. By coordinating with audit and tax teams, the Group Managing Partner and President of Plante Moran Financial Advisors provides holistic financial planning solutions. This leadership role involves mentoring advisory staff and maintaining high standards of fiduciary care. John Lesser drives division performance by expanding the firm's reach in wealth management and financial planning markets. Through the oversight of client relationships and investment strategies, Lesser ensures the division delivers consistent value. By fostering a culture of excellence and client-focused service, the Group Managing Partner and President of Plante Moran Financial Advisors supports the firm's overall mission of financial empowerment.

Steven Gibson, the President Plante Moran Insurance Agency at Plante Moran, directs the operations and strategic development of the firm's insurance brokerage services. Gibson oversees the design and implementation of risk management and insurance solutions tailored to the needs of corporate and individual clients. By integrating insurance offerings with the firm's broader audit and tax services, the President Plante Moran Insurance Agency provides comprehensive risk mitigation strategies. This leadership role involves managing carrier relationships and ensuring that insurance products remain competitive and relevant. Steven Gibson drives growth by identifying new market opportunities and expanding the agency's service portfolio. Through the oversight of client service teams and underwriting processes, Gibson ensures the delivery of high-quality insurance solutions. By focusing on client protection and risk management, the President Plante Moran Insurance Agency enhances the firm's ability to provide holistic financial security to its diverse client base.

Jeff Antaya, the Chief Marketing Officer at Plante Moran, directs the firm's brand positioning and market outreach strategies. Antaya oversees the development of integrated marketing campaigns that highlight the firm's expertise in audit and tax services. By analyzing market trends and client feedback, the Chief Marketing Officer refines communication channels to enhance visibility across diverse industry verticals. This leadership role involves collaborating with service line leaders to ensure consistent messaging and effective lead generation. Jeff Antaya drives brand equity by implementing data-driven marketing initiatives that support business development goals. Through strategic content creation and digital engagement, Antaya strengthens the firm's market presence and fosters deeper connections with existing and prospective clients. By aligning marketing efforts with the firm's core mission, the Chief Marketing Officer ensures that the brand remains a trusted authority in the accounting sector.

Paul Blowers, the Chief Information Officer at Plante Moran, directs the firm's technology infrastructure and digital transformation initiatives. Blowers oversees the implementation of secure, scalable systems that support the delivery of audit and tax services. By prioritizing cybersecurity and data integrity, the Chief Information Officer ensures that all client information remains protected while enabling efficient remote and in-office collaboration. This leadership role involves evaluating emerging technologies to optimize internal workflows and enhance service delivery capabilities. Paul Blowers drives innovation by integrating advanced analytics and cloud-based solutions into the firm's operational framework. Through the management of complex IT projects and infrastructure upgrades, Blowers supports the firm's commitment to technological excellence. By maintaining a robust digital environment, the Chief Information Officer empowers staff to provide high-quality, timely financial insights to clients across all service areas.

Marten van Pelt, the Partner, Chief Marketing Officer at Plante Moran, directs the firm's client acquisition strategies and market positioning for specialized service lines. van Pelt oversees the development of targeted outreach programs that highlight the firm's unique value proposition in audit and tax consulting. By analyzing competitive landscapes and client needs, the Partner, Chief Marketing Officer refines the firm's service messaging to attract new business opportunities. This leadership role involves working closely with partners to identify growth sectors and tailor marketing efforts accordingly. Marten van Pelt drives market expansion by executing high-impact campaigns that build brand authority and client trust. Through strategic networking and thought leadership initiatives, van Pelt strengthens the firm's reputation in the professional services industry. By aligning marketing activities with long-term business goals, the Partner, Chief Marketing Officer ensures the firm remains a preferred choice for clients.