Jodi Neuman, CFA

Director of Investments

Jodi Neuman is the Director of Investments in our California office. 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 Net Impact and Women Investing in a Sustainable Economy (WISE).

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