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.
*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
Two Financial Center
60 South Street, Suite 1100
Boston, MA 02111
By clicking the links to third party sites you are leaving the Trillium site and entering a third party site. Trillium are not responsible for any information contained on the third party site.