Jodi Neuman

Jodi Neuman Angelo is an accomplished Investment Manager at Trillium Asset Management, where she also serves as the Director of Investments for Private Client. Based in California, she oversees all investment activities for the Private Client team, which includes developing and maintaining various investment offerings such as Trillium’s private fund of funds and community loan note program.12

Educational Background

Jodi holds a Master of Business Administration (M.B.A.) from the HEC School of Management in Paris, specializing in Finance. During her studies, she gained practical experience by working with a rural microfinance firm in Peru and consulting for a solar startup in Tanzania. She also earned a Bachelor of Business Administration (B.B.A.) in Business Economics from the University of Wisconsin – Eau Claire.12

Professional Experience

Before joining Trillium in 2014, Jodi worked as an analyst for Dougherty Funding, where she was involved in providing commercial finance solutions to various developers and corporations across the United States. She transitioned to her current role as Investment Manager in 2016, after initially serving as the Manager of Advisor Relations at Trillium.15

Affiliations and Contributions

Jodi is a Chartered Financial Analyst (CFA) charterholder and is actively involved in organizations that promote sustainable investing. She is a member of Women Investing in a Sustainable Economy (WISE) and serves on the board of the Pesticide Action Network - North America.134

Her work focuses on helping clients build investment portfolios aligned with sustainable and responsible investment principles.