Jodi Neuman Angelo

Jodi Neuman Angelo, CFA, is an Investment Manager and Director of Investments for Private Client at Trillium Asset Management, based in the firm's California office. She oversees portfolio management and client relationships, focusing on delivering tailored investment solutions for high-net-worth individuals and private clients. Her key responsibilities include developing and executing investment strategies that align with Trillium’s values-driven and ESG-focused approach.

Jodi specializes in socially responsible and impact investing, with a focus on public equities across global markets and sectors, including technology, healthcare, and sustainable consumer goods. Her expertise lies in integrating rigorous financial analysis with environmental, social, and governance (ESG) factors to construct portfolios that deliver both financial returns and positive societal impact.

Prior to her current role, Jodi managed advisor relations at Trillium and completed a consulting project at Caja Rural Los Andes. She holds an MBA in Finance from HEC Paris and a BBA in Business Economics from the University of Wisconsin-Eau Claire. As a CFA charterholder, she has contributed to advancing the practice of ESG investing and has played a significant role in Trillium’s growth in private client investment management.