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Jodi Neuman Angelo

Trillium Asset Management

San Francisco, CA

Boston, MA

CRD 5377376

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Employer firm

Trillium Asset Management CRD 110901

$4.31B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Trillium Asset Management

One Congress Street Suite 3101, Boston, MA 02114 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-19
TX RA APPROVED 2018-03-23
  • CA RA
    APPROVED
    Since 2025-12-19
  • TX RA
    APPROVED
    Since 2018-03-23

Branch Locations

160 Spear Street Suite 250, San Francisco, CA 94105 • United States

One Congress Street Suite 3101, Boston, MA 02114 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Trillium Asset Management Boston MA 06/2014 Present
Other Names
  • Jodi Neuman Angelo
  • Jodi Lynn Neuman

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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