Our Spokespeople

Our Spokespeople

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James Palmer, CFA

Managing Director, Head of Short-Term Fixed Income
  • Began working in the financial industry in 1987
  • B.S. from the University of Wisconsin - La Crosse and M.B.A. from the University of Minnesota; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Government Obligations, Prime Obligations, Tax Free Obligations, Treasury Obligations, U.S. Treasury Money Market
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Timothy A. Palmer, CFA

Senior Fixed-Income Portfolio Manager
  • Began working in the financial industry in 1986
  • B.A. from the University of St. Thomas and an M.B.A. from Columbia University Graduate School of Business; CFA Institute member; CFA Society of Minnesota member
Managed Funds: Core Bond, Total Return Bond
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Tony Rodriguez

Senior Managing Director, Head of Fixed Income
  • Began working in the financial industry in 1984
  • B.A. from Lafayette College and an M.B.A. from New York University
Managed Funds: Strategy Aggressive Growth Allocation, Strategy Balanced Allocation, Strategy Conservative Allocation, Strategy Growth Allocation
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Jay L. Rosenberg

Equity Portfolio Manager
  • Began working in the financial industry in 1995
  • B.S. from the University of Wisconsin - Madison and an M.A. from the University of Illinois - Chicago
Managed Funds: Global Infrastructure, Real Estate Securities
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Tom Schreier

CEO, FAF Advisors; President, First American Funds
  • Began working in the financial industry in 1986
  • B.A. from the University of Notre Dame; M.B.A. from the Harvard Graduate School of Business
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Neal Shah

Equity Research Analyst
  • Began working in the financial industry in 2001
  • B.S. from Louisiana State University; M.B.A from the University of Chicago Graduate School of Business
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Jane Snorek, CFA

Senior Equity Portfolio Manager
  • Began working in the financial industry in 1992
  • B.S. from the University of Wisconsin-Stevens Point; M.B.A. from Northern Illinois University
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Allen Steinkopf, CFA

Equity Portfolio Manager
  • Began working in the financial industry in 1993
  • B.A. from the University of Wisconsin - Eau Claire and an M.B.A. from the University of Minnesota Carlson School of Management; CFA Institute member
Managed Funds: Small Cap Select
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Alan Villalon

Senior Research Analyst
  • Began working in the financial services industry in 1994
  • B.B.S. in accountancy from the University of Notre Dame; M.B.A. from Carnegie Mellon University's Tepper School of Business
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Stephanie Weiss, CFA

Head Equity Trader
  • Began working in the financial industry in 1984
  • B.A. in economics, magna cum laude, from the University of Colorado-Boulder
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John G. Wenker

Head of Real Estate
  • Began working in the financial industry in 1983
  • B.A. from Metropolitan State University and M.B.A. from the University of St. Thomas
Managed Funds: Real Estate Securities, Global Infrastructure, Strategy Aggressive Growth Allocation, Strategy Balanced Allocation, Strategy Conservative Allocation, Strategy Growth Allocation
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Frank Wheeler

Head of Distribution, FAF Advisors
  • Began working in the financial industry in 1985
  • B.A. from Hampden-Sydney College; M.B.A. from the Wharton School
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Douglas J. White, CFA

Head of Tax Exempt Fixed Income
  • Began working in the financial industry in 1983
  • B.A. from Carleton College and M.B.A. from the University of Minnesota; CFA Institute member; CFA Society of Minnesota member; Minnesota Society of Municipal Analysts member
Managed Funds: Intermediate Tax Free, Tax Free, Colorado Tax Free, Minnesota Tax Free, Minnesota Intermediate Tax Free, Missouri Tax Free
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