Money Market Fund 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
CIO - Money Market Funds Management and Corporate Fixed Income Strategies
39 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
Managing Director - Money Market Funds Portfolio Management
33 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
Managing Director - Senior Fixed Income Portfolio Manager
32 years experience
Joe sets the firm’s cash management investment strategy and manages taxable and tax-efficient institutional separately managed accounts.
Mike Welle, CFA
Senior Portfolio Manager
34 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.
Joel Beadles
Director - Senior Fixed Income Portfolio Manager
18 years experience
Joel executes the firm’s cash management investment strategies and manages taxable and tax-efficient institutional separately managed accounts.
Tony Companion
Fixed-Income Trader
11 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.