Plante Moran Executive and Leadership Team

Anthony Belloli, the President, Chief Executive Officer and Partner, Plante Moran Trust at Plante Moran, directs the strategic trajectory of the firm's 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 and tax service goals of the organization. This leadership role involves managing complex client portfolios and driving growth within the trust sector. By optimizing service delivery models, Anthony Belloli directly impacts the firm's reputation for excellence in financial stewardship. Belloli coordinates with other senior partners to maintain high standards of regulatory compliance and client satisfaction. Through the implementation of robust trust strategies, the President, Chief Executive Officer and Partner, Plante Moran Trust secures long-term value for clients across the firm's diverse service landscape.

Bill Lichwalla, the President & Chief Executive Officer at Plante Moran, directs the overarching strategic vision and operational execution of the firm. Overseeing the integration of tax and audit services, the President & Chief Executive Officer ensures the organization maintains its market-leading position in the accounting industry. This leadership role involves fostering a culture of professional excellence and driving sustainable growth across all regional offices. By aligning firm-wide resources with client needs, Bill Lichwalla directly impacts the long-term success of the business. Lichwalla collaborates with the executive team to navigate complex market challenges and capitalize on emerging opportunities. Through the implementation of innovative service delivery strategies, the President & Chief Executive Officer secures the firm's reputation as a trusted advisor for businesses seeking comprehensive financial solutions.

Daniel Trotta, the Chief Financial Officer at Plante Moran, directs the financial health and fiscal strategy of the firm. Overseeing capital management and financial reporting, the Chief Financial Officer ensures the organization maintains a strong balance sheet while supporting growth in tax and audit service lines. This leadership role involves analyzing market trends and providing data-driven insights to the executive team to guide investment decisions. By managing the firm's financial risk and liquidity, Daniel Trotta directly impacts the stability and long-term viability of the business. Trotta collaborates with other leaders to ensure that financial resources align with the firm's strategic objectives. Through the implementation of disciplined fiscal policies, the Chief Financial Officer secures the financial foundation necessary for the firm to continue providing exceptional accounting services.

Yasuhiro Kishinaka, the Chief Financial Officer & Controller & Director, Finance & Director, Tax at Plante Moran, directs the specialized financial and tax compliance functions of the firm. Overseeing complex tax reporting and internal financial controls, 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 intersection of financial strategy and tax planning to optimize the firm's fiscal performance. By providing technical expertise in tax and finance, Yasuhiro Kishinaka directly impacts the accuracy and reliability of the firm's financial operations. Kishinaka works with the leadership team to integrate tax-efficient strategies into the firm's broader business model. Through the meticulous oversight of financial and tax processes, the Chief Financial Officer & Controller & Director, Finance & Director, Tax secures the firm's fiscal integrity.

Rob Cardinal, the Chief Operating Officer at Plante Moran, directs the internal infrastructure and operational efficiency of the firm. Overseeing the daily execution of tax and audit service delivery, the Chief Operating Officer ensures that internal processes support the firm's high standards of client service. This leadership role involves managing resource allocation and optimizing workflows to enhance productivity across all departments. By streamlining operational procedures, Rob Cardinal directly impacts the firm's ability to scale effectively in a competitive accounting market. Cardinal works closely with the executive leadership to implement technology-driven solutions that improve service quality. Through the rigorous management of operational metrics, the Chief Operating Officer secures the firm's capacity to deliver consistent, high-value results for clients throughout the organization's extensive service network.

John Lesser, the Group Managing Partner and President of Plante Moran Financial Advisors at Plante Moran, directs the strategic operations of the firm's financial advisory division. Overseeing investment management and wealth planning services, the Group Managing Partner and President of Plante Moran Financial Advisors ensures that clients receive comprehensive financial guidance. This leadership role involves managing the performance of the advisory team and aligning service offerings with the firm's overall mission. By driving excellence in financial advisory services, John Lesser directly impacts the firm's ability to provide holistic solutions to clients. Lesser works with the executive team to expand the firm's reach and enhance the quality of its financial advisory services. Through the implementation of sound investment strategies, the Group Managing Partner and President of Plante Moran Financial Advisors secures the firm's reputation for financial expertise.

Zachary Otte, the President, Realpoint Investment Advisors at Plante Moran, directs the investment advisory operations within the firm's specialized real estate and investment arm. Overseeing portfolio management and investment strategy, the President, Realpoint Investment Advisors ensures that clients receive tailored financial solutions that align with their long-term goals. This leadership role involves managing the firm's investment advisory team and ensuring compliance with industry regulations. By driving performance in the investment sector, Zachary Otte directly impacts the firm's ability to deliver value to clients seeking specialized financial advice. Otte collaborates with the executive leadership to integrate investment advisory services into the firm's broader service portfolio. Through the implementation of strategic investment frameworks, the President, Realpoint Investment Advisors secures the firm's standing as a trusted advisor in the investment and real estate markets.

Jeff Antaya, the Chief Marketing Officer at Plante Moran, directs the brand strategy and market positioning of the firm. Overseeing client acquisition and communication initiatives, the Chief Marketing Officer ensures that the firm's tax and audit services reach the intended target markets effectively. This leadership role involves developing comprehensive marketing campaigns that highlight the firm's expertise and commitment to client success. By enhancing the firm's visibility and reputation, Jeff Antaya directly impacts the growth of the client base. Antaya works with the leadership team to align marketing efforts with the firm's overall business goals and service offerings. Through the strategic use of digital and traditional channels, the Chief Marketing Officer secures a strong competitive advantage for the firm in the professional services landscape.

Paul Blowers, the Chief Information Officer at Plante Moran, directs the technological infrastructure and digital transformation of the firm. Overseeing cybersecurity and data management, the Chief Information Officer ensures that the firm's tax and audit services are supported by secure and efficient technology platforms. This leadership role involves implementing innovative software solutions that enhance service delivery and client collaboration. By modernizing the firm's IT environment, Paul Blowers directly impacts the efficiency and security of the organization's operations. Blowers collaborates with the executive team to align technology investments with the firm's strategic goals. Through the continuous improvement of digital capabilities, the Chief Information Officer secures the firm's ability to adapt to the evolving technological demands of the accounting industry.

Marten van Pelt, the Partner, Chief Marketing Officer at Plante Moran, directs the firm's client engagement and business development strategies. Overseeing the promotion of tax and audit services, the Partner, Chief Marketing Officer ensures that the firm's value proposition is clearly communicated to prospective clients. This leadership role involves building strong relationships with key stakeholders and identifying new market opportunities for the firm. By driving growth through targeted marketing initiatives, Marten van Pelt directly impacts the firm's market share and revenue generation. van Pelt collaborates with other partners to ensure that marketing efforts are consistent with the firm's professional standards. Through the development of effective outreach strategies, the Partner, Chief Marketing Officer secures the firm's position as a leader in the accounting and professional services sector.