Kevin R. Kelly is the CEO and Managing Partner of Benchmark Investments.
His responsibilities include the development and implementation of real estate, equity, and option investment strategies establishing firm investment policy. He is also responsible for the integration of both global macro and market valuation into a well-defined investment view, rationale, and strategy for portfolio construction.
Kevin Kelly serves as the index portfolio manager for all the Benchmark Real Estate SCTRs including their signature strategies:
Mr. Kelly’s thought leadership on markets can be found throughout media outlets including weekly on Fox Business as well as Options Insight on Bloomberg TV. Other media platforms include the Wall Street Journal, Reuters, CNBC, Cheddar, the New York Times, and Barron’s. 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.