Jim Palmer, CFA
Chief Investment Officer
36 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
Senior Managing Director of Institutional Portfolio Management
29 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
Senior Managing Director of Funds Management
30 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
Senior Portfolio Manager
38 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
Senior Portfolio Manager
31 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
Senior Portfolio Manager and Head of Fixed Income Trading
29 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
Portfolio Manager
15 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
Fixed-Income Trader
13 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
Fixed-Income Trader
8 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.