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Jodi Neuman Angelo

Trillium Asset Management

San Francisco, CA

Boston, MA

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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

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FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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