Asset Management Group

Our expertise

Directing more than $422 billion1 in assets under management, the U.S. Bank Asset Management Group guides economic and policy analyses, while closely monitoring U.S. and world markets to help advise you as you pursue your investment strategy.

Our team of more than 180 seasoned professionals provides expertise on capital markets, traditional and alternative investments, as well as macroeconomics, equity research and due diligence review.

Meet the leadership team


The Asset Management Group leadership team is composed of industry experts responsible for U.S. Bank’s approach and methodology.

Our leaders are frequent spokespeople for U.S. Bank and routinely appear on CNBC, Bloomberg, Fox Business and Yahoo! Finance.

Eric J. Freedman

Chief Investment Officer

Eric directs overall investment strategy, asset allocation research, investment and security selection, economic work and policy analysis.

Kaush Amin, CFA

Due Diligence Strategy Director

Kaush and his team are responsible for the private capital investments program, providing key strategic leadership in our alternatives practice.

Lisa Y. Erickson, CFA

Head of Public Markets Due Diligence

Lisa and her team are responsible for directing all aspects of traditional investment research and fund manager selection.

Thomas M. Hainlin, CFA

Senior Investment Strategist

Tom co-leads investment strategy, portfolio construction, and investor content development across asset classes and capital market events.

Robert L. Haworth, CFA

Senior Investment Strategist

Rob co-leads investment strategy, portfolio construction and investor content development across asset classes and capital market events.

Patrick J. Mahoney

Investment Director

Pat oversees the institutional asset management practice and portfolio management team, which is responsible for clients ranging from public and private pension plans, foundations, corporations and other public entities.

William J. Merz, CFA

Head of Capital Market Research

Bill and his team are responsible for quantitative modeling and analysis focusing on the global capital market investment set.

William T. Northey, CFA

Investment Director

Bill oversees client-facing teams leading asset and portfolio management for our wealth management business, which consists both of high net worth and institutional clients.

Terry D. Sandven

Chief Equity Strategist

Terry and his team manage core equity and dividend growth portfolios for individuals, families and institutions.



7 diversification strategies for your investment portfolio

Diversification is a key part of risk management, with the goal to enhance and preserve your portfolio’s value.

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Market news

Read our up-to-date reports on economic events and news from the markets.

Weekly market analysis

5 lower-risk bonds that can help diversify a portfolio

Certain types of bonds can diversify your portfolio without increased instability.

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