Portfolio Management Team

Portfolio Management Team

Commitment runs high for the portfolio management team overseeing the First American money market funds. As a group, the senior portfolio managers experience in the industry averages more than 28 years. Learn more about each investment professional below.



  
  Jim Palmer, CFA, Chief Investment Officer
32 years experience
Jim leads the investment team at U.S. Bancorp Asset Management. He is responsible for the investment process and performance of the portfolio management group, including money market mutual funds and institutional short-term fixed-income portfolios.


    Jeff Plotnik, Senior Managing Director of Funds Management
26 years experience
Jeff is responsible for the management and day-to-day trading of the First American money market funds. He also assists in the trading of institutional short-term fixed-income portfolios.


    Joseph Holinka, Senior Managing Director of Institutional Portfolio Management
25 years experience
Joe is responsible for the management of institutional custom cash portfolios. In his role as director, he is also active in fostering client relationships and setting strategy for the First American money market funds.


    Shaista Tajamal, Senior Portfolio Manager
34 years experience
Shaista manages institutional short-term fixed-income portfolios. As part of the investment team, she assists in setting the strategy for the First American money market funds as well as institutional portfolios.


    Mike Welle, CFA, Senior Portfolio Manager
27 years experience
Mike is responsible for management of the First American Tax Free Obligations Fund, including day-to-day trading. He also manages institutional short-term fixed-income portfolios.


    John Dikeman, Senior Portfolio Manager and Head of Fixed Income Trading
25 years experience
John is the senior member of the trading team. He assists in the analysis and trading of agency, asset-backed, commercial paper, corporate, and Treasury securities for the First American money market funds and institutional short-term fixed-income portfolios.



  Joel Beadles, Portfolio Manager
11 years experience
Joel is responsible for assisting in the day-to-day trading of the First American money market funds and managing taxable institutional short-term fixed-income portfolios.



  Jon Carpenter, Fixed-Income Trader
10 years experience
Jon is responsible for assisting in the day-to-day trading of the First American money market funds and institutional short-term fixed-income portfolios.



  Tony Companion, Fixed-Income Trader
4 years experience
Tony is responsible for assisting in the day-to-day trading of the First American money market funds and institutional short-term fixed-income portfolios.