Kevin R. Kelly / Founder, CEO & Managing Partner
Mr. Kelly responsibilities include the development and implementation of real estate, and equity, investment strategies establishing firm investment policy. He is also responsible for portfolio construction. Kevin Kelly serves as the index portfolio manager for all the Benchmark Real Estate SCTRs. Mr. Kelly’s thought leadership on markets, eCommerce, 5G & Cloud Technologies, and retail can be found throughout media outlets weekly. In September of 2014, Nasdaq named Kevin Kelly an ‘ETF Insider’ and he is frequently featured at industry events.
Previously, Kevin Kelly founded Recon Capital Partners where he served as the Chief Investment Officer, Managing Partner and Portfolio Manager of affiliated funds. Funds managed included a long / short REIT hedge fund, domestic portfolios and international portfolios including DAX Germany, and the FTSE 100. At Recon Capital, Mr. Kelly led initial public offering of the Eagle Growth and Income (NYSE: EGIF) closed end fund after creating a custom options strategy for the portfolio as well as building their successful ETF (exchange traded fund) franchise which was later sold. Kevin Kelly previously worked for Goldman Sachs in the investment management division and Deutsche Bank’s debt capital markets group in London.
Kevin R. Kelly received a Bachelor of Science Degree in Finance, Summa Cum Laude, from the W.P. Carey School of Business and Barrett, the Honors College at Arizona State University.
Previously, Kevin Kelly founded Recon Capital Partners where he served as the Chief Investment Officer, Managing Partner and Portfolio Manager of affiliated funds. Funds managed included a long / short REIT hedge fund, domestic portfolios and international portfolios including DAX Germany, and the FTSE 100. At Recon Capital, Mr. Kelly led initial public offering of the Eagle Growth and Income (NYSE: EGIF) closed end fund after creating a custom options strategy for the portfolio as well as building their successful ETF (exchange traded fund) franchise which was later sold. Kevin Kelly previously worked for Goldman Sachs in the investment management division and Deutsche Bank’s debt capital markets group in London.
Kevin R. Kelly received a Bachelor of Science Degree in Finance, Summa Cum Laude, from the W.P. Carey School of Business and Barrett, the Honors College at Arizona State University.
Krista Kelly / Executive Director
Krista Kelly joined Benchmark in 2017. She is responsible for both the day-to-day operations of the firm and the timely execution of key business marketing initiatives. She is in charge of Benchmark’s education and investor outreach efforts including business development among investment advisors, financial planners, investment counselors and family offices.
Previously, Ms. Kelly has served in several key account management positions including at a Fortune 500 company. Ms. Kelly has earned her BA from Arizona State University.
