Jim Palmer, CFA

Jim Palmer, CFA

Chief Investment Officer
34 years experience

Jim is responsible for U.S. Bancorp Asset Management's investment process. In his role as CIO, Jim oversees portfolio management, fixed-income trading and credit research for all of the firm's strategies. In addition to his investment management responsibilities, Jim is active in both serving current client relationships and new business development.

Joseph Holinka

Joseph Holinka

Senior Managing Director of Institutional Portfolio Management
27 years experience

In his role as director, Joseph is instrumental in setting the firm's cash management investment strategy and shaping our investment outlook. In his role as portfolio manager, Joseph also manages taxable and tax efficient institutional separately managed accounts.

Jeffrey Plotnik

Jeffrey Plotnik

Senior Managing Director of Funds Management
28 years experience

In his role as director, Jeff is instrumental in setting the firm's investment strategy for the money market funds. He is responsible for the day-to-day management and trading of money market portfolios and assists in the trading of institutional custom cash portfolios.

Shaista Tajamal

Shaista Tajamal

Senior Portfolio Manager
36 years experience

Shaista manages taxable institutional separately managed accounts. As a member of the investment team, she assists in setting the strategy for our institutional portfolios.

Mike Welle, CFA

Mike Welle, CFA

Senior Portfolio Manager
29 years experience

Mike manages our tax exempt money market fund as well as tax exempt and tax-efficient institutional separately managed accounts. As a member of the investment team, he assists in setting the strategy for our institutional portfolios and money market funds.

John Dikeman

John Dikeman

Senior Portfolio Manager and Head of Fixed Income Trading
27 years experience

John manages taxable separately managed accounts. As a member of the investment team, he assists in setting the strategy for our institutional portfolios. John is also the senior member of the trading team. He assists in the analysis and trading of securities for the money market funds and institutional portfolios.

Joel Beadles

Joel Beadles

Portfolio Manager
13 years experience

Joel is responsible for assisting in the day-to-day trading of the 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 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 money market funds and institutional investment-grade fixed income portfolios.