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
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