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.

Jodi Neuman Angelo
Director of Investments – Private Client, Investment Manager
Trillium Asset Management
United States, California, San Francisco
About Me
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
Paul Hilton
Portfolio Manager
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