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).
*The Trillium Advisory Board is an independent body created for the purpose of advising the Trillium Asset Management, LLC Board on matters concerning the fulfillment of the mission of Trillium Asset Management, LLC in terms of the continuity of its internal mission and the Trillium Asset Management’s leadership in the broader sustainability and ESG communities.<< Back to Team
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