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Happenings

​PMFA Celebrates 35 Years of Serving Clients

Plante Moran Financial Advisors (PMFA), an affiliate entity of Plante Moran, turns 35 this year. “We’re pleased to have reached this milestone,” said John Lesser, partner and president of PMFA. “We know we have intense competition, and we’re grateful that our clients have been with us for many years. It’s an honor that they trust us with their personal balance sheets, their investments, and with achieving their long-term financial goals.”

PMFA is now ranked as the seventh largest independent registered investment advisor in the country according to Financial Advisor magazine with $7 billion in assets under management.

Two PMFA Wealth Managers Named in Barron’s 2012 Top 100 Independent Wealth Advisors

In other PMFA news, two of its financial advisors were ranked among Barron’s 2012 Top 100 Independent Wealth Advisors. John Lesser, partner and president of PMFA, appeared on the list for the sixth year in a row at #37, and Mark Dixon, partner and chief investment officer, appeared for the second consecutive year at #51.

Plante Moran Named to Prestigious NorthCoast 99 List

In September 2012, Plante Moran was named a winner of the NorthCoast 99 award, which honors 99 great workplaces for top talent in Northeast Ohio. “We’re very excited to be on the list,” says Dan Hursh, managing partner of Plante Moran’s Cleveland office. “Recognition like this is affirmation that our culture continues to differentiate us, which is a competitive advantage when it comes to recruiting and retaining our talented staff.”

Plante Moran Partners Appointed to High Profile Positions

We’re excited to announce that two Plante Moran partners have recently been appointed to high profile positions within their respective specialties.

Audit Partner Donna Hanson has been named a board member of the Michigan Association of Certified Public Accountants (MACPA). “I’m thrilled to have this opportunity,” said Donna. “The MACPA helps set the bar for quality, objectivity, and integrity in our profession, and I’m so proud to be part of the organization.”

Information Technology Consulting Partner Doug Wiescinski was recently appointed by Michigan’s Governor Snyder to the Michigan Municipal Services Authority (MSA). Also referred to as a “Virtual City,” the MSA was created to encourage best practices, teamwork, and inter-local cooperation between municipalities and school districts. Doug was one of eight appointments announced.

Please join us in congratulating Donna and Doug on these impressive accomplishments.

Plante Moran Recognized for Technology Innovation

Plante Moran is excited to announce that we placed #128 on the InformationWeek 500 List of Top Technology Innovators Across America.

“We’re thrilled to be acknowledged among these other innovators,” says Doug Brady, Plante Moran’s chief information officer. “According to the InformationWeek 500 editors, companies on the list epitomize unconventional approaches — new technologies, new models, and new ways of grabbing business opportunities and solving complex business problems with IT. This is the first year we submitted, which makes this designation all the more impressive. I’m proud of our firm and our recognition as an IT innovator.”

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