Jodi Neuman Angelo, CFA

Director of Investments – Private Client, Investment Manager

Jodi Neuman Angelo is an Investment Manager based in our California office and the Director of Investments for Private Client. As Director of Investments, Private Client, Jodi is responsible for coordinating and overseeing all investment activities of the Private Client team including the development and maintenance of investment offerings, such as Trillium’s private fund of funds and community loan note program.

Prior to joining Trillium in 2014, she worked as an Analyst for Dougherty Funding, which offers a broad range of commercial finance solutions to developers and corporations nationwide.

Jodi is a Chartered Financial Analyst (CFA) charterholder and earned an M.B.A. from the HEC School of Management in Paris specializing in Finance. While attending HEC, she worked with a rural microfinance firm based in Puno, Peru and consulted with a solar start-up in Tanzania. Jodi also holds a B.B.A. in Business Economics from the University of Wisconsin – Eau Claire. She is a member of Women Investing in a Sustainable Economy (WISE) and serves on the board of Pesticide Action Network - North America.

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