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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

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