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 30 years. Learn more about each investment professional below.

Jim Palmer

Jim Palmer, CFA

Chief Investment Officer
34 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

Jeff Plotnik

Senior Managing Director of Funds Management
28 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

Joe Holinka

Senior Managing Director of Institutional Portfolio Management
27 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

Shaista Tajamal

Senior Portfolio Manager
36 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

Mike Welle, CFA

Senior Portfolio Manager
29 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

John Dikeman

Senior Portfolio Manager and Head of Fixed Income Trading
27 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

Joel Beadles

Portfolio Manager
13 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

Jon Carpenter

Fixed-Income Trader
11 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

Tony Companion

Fixed-Income Trader
6 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.