Joseph Handelman

Joe Handelman, with over 20 years of experience, leads the equity investment management team, focusing on portfolio construction, equity optimization, and strategy development. As part of the Investment Strategy Committee, he contributes insights on global stocks, asset allocation, and capital market assumptions. Working closely with CNR’s portfolio managers, Joe helps shape a client-centered equity investment offering. He also participates actively in client communications, delivering investment insights and performance updates through various channels, including in-person presentations and media.

Throughout his career, Joe has developed deep expertise in quantitative investment strategies, portfolio optimization, and risk management. At Cohen & Steers, he led a team focused on enhancing risk-adjusted performance across equity and multi-asset strategies. His work included developing proprietary asset allocation frameworks, equity factor models, and risk analytics to support both portfolio managers and client needs. Previously, at JP Morgan, Joe managed portfolio construction and risk oversight for more than $20 billion in institutional assets, creating strategic allocations and custom analytics. At Credit Suisse, he built multi-factor alpha models, published research on systematic strategies, and developed interactive analytics for the Locus platform, later expanding its use in Asia through training and on-site development.

Joe holds a bachelor’s degree from Tufts University, where he double-majored in mathematics and computer science, and an MBA from NYU Stern School of Business with dual specializations in quantitative finance and financial markets. He furthered his quantitative finance expertise through graduate coursework at NYU’s Courant School of Mathematics and is a CFA charter holder. Outside of work, Joe enjoys time with his three young children, long-distance running, and hiking. A skilled pianist, he has also performed live as a keyboardist with several bands in Manhattan’s nightlife scene.