CoverProfile

Jodi Neuman Angelo

Director of Investments – Private Client, Investment Manager

Trillium Asset Management

United States, California, San Francisco

About Me

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.

Profile Information

Director of Investments – Private Client, Investment Manager

Trillium Asset Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Francisco

California

United States

Aug 5, 2024

More profiles to browse

JQ
John Quealy
Chief Investment Officer & Portfolio Manager
AJ
Alex Jovanovic
Head of Private Client & Investment Manager
Profile Photo
Paul Hilton
Portfolio Manager
Profile Photo
Stephanie Pascual
Portfolio Analyst

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BM
Ba Minuzzi
Founder & CEO
Umana
PM
Prtima MISHRA1
Software Engineer
PA TEST