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 32 years. Learn more about each investment professional below.
Jim Palmer, CFA
Chief Investment Officer
37 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 investment grade fixed-income portfolios.
Jeff Plotnik
Senior Managing Director of Funds Management
31 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 investment grade fixed-income portfolios.
Joe Holinka
Senior Managing Director of Institutional Portfolio Management
30 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.
Mike Welle, CFA
Senior Portfolio Manager
32 years experience
Mike is responsible for management of the First American Tax Free Obligations Fund, including day-to-day trading. He also manages institutional investment grade fixed-income portfolios.
John Dikeman
Senior Portfolio Manager and Head of Fixed Income Trading
30 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 investment grade fixed-income portfolios.
Joel Beadles
Portfolio Manager
16 years experience
Joel is responsible for assisting in the day-to-day trading of the First American money market funds and managing taxable institutional investment grade fixed-income portfolios.
Jon Carpenter
Fixed-Income Trader
14 years experience
Jon is responsible for assisting in the day-to-day trading of the First American money market funds and institutional investment grade fixed-income portfolios.
Tony Companion
Fixed-Income Trader
9 years experience
Tony is responsible for assisting in the day-to-day trading of the First American money market funds and institutional investment grade fixed-income portfolios.