Investment Team

PORTFOLIO MANAGEMENT TEAM

Our tenured portfolio managers have honed their investment skills over time as they have grappled with all kinds of markets. Their individual insights and commitment to collaboration allow them to act nimbly for our clients.

Jim Palmer, CFA Chief Investment Officer 33 years of 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 26 years of experience

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

Jeffrey Plotnik Senior Managing Director of Funds Management 27 years of 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 35 years of 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 28 years of 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 26 years of 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 12 years of experience

Joel is responsible for assisting in the day-to-day trading of the money market funds and managing taxable institutional short-term fixed-income portfolios.

Jon Carpenter Fixed Income Trader 11 years of experience

Jon is responsible for assisting in the day-to-day trading of the money market funds and institutional short-term fixed income portfolios.

Tony Companion Fixed Income Trader 5 years of experience

Tony is responsible for assisting in the day-to-day trading of the money market funds and institutional short-term fixed income portfolios.

CREDIT RESEARCH TEAM

Credit research is the cornerstone of our investment process. Our credit process is based on rigorous fundamental credit analysis that seeks to thoroughly understand historic and prospective credit risks for the issuers in our universe and the sectors within which they operate. As a group the credit research team averages more than 24 years experience in the industry. Learn more about each team member's role below:

Robert Boucher, CFA Senior Managing Director of Credit Research 31 years of experience

In his role as director, Robert leads the firm's credit research efforts. In addition to managing the credit research team, Robert is actively involved in credit research within a number of sectors.

Robert Hajduch Principal Credit Analyst 32 years of experience

Rob is responsible for credit research within the global financial sector.

Tim Russell Director, Municipal Credit 24 years of experience

Tim is responsible for credit research within the municipal and sovereign sectors.

Eric Espeseth Principal Credit Analyst 16 years of experience

Eric is responsible for credit research within the automotive, oil and gas, utility, media/telecom and Canadian bank sectors.

Mike Hilt, CFA Senior Credit Analyst 32 years of experience

Mike is responsible for credit research within the technology, retail, health care and industrial sectors.

Marin Komlan Senior Credit Analyst 18 years of experience

Marin is responsible for credit research within the municipal sector.