• homepage-banner

    WHO WE ARE

A team of dedicated professionals drawing from more than a century of combined experience in investment banking, consulting, private equity, asset management, wealth management, and nonprofit management across a range of natural resource sectors.
Our Team

  • Close Drawer
    Jason Scott
    Managing Partner and Co-founder

    Jason was most recently a founding Director and investment analyst at Generation Investment Management, co-founded by David Blood and former Vice President Al Gore...

    read more
    Managing Partner and Co-founder

    Jason was most recently a founding Director and investment analyst at Generation Investment Management, co-founded by David Blood and former Vice President Al Gore, Jr. As its first employee, Jason helped build the firm and its first and second products, investing in global listed equities and climate change solutions respectively. From 1999 to 2004, Jason worked with Acumen Fund, Flatiron Future Fund/Foundation and New Philanthropy Capital. From 1996-1999, Jason was President of a NYC-based software company. Previously, Jason helped found and build Public Allies, a youth and community development organization.

    In 1998, the Rockefeller Foundation selected Jason as a fellow in its Next Generation Leadership Program. He co-founded Cleantech for Obama and served on several transition advisory boards for the Obama Administration and is currently on the boards of Oil Change International and Public Allies. Jason also co-founded and jointly leads a network of family offices investing in Cleantech, Renewables and other Environmental Opportunities (the CREO Network). Jason graduated from Duke University and has an MBA jointly from Columbia and London Business Schools.
  • Close Drawer
    Ricardo Bayon
    Partner and Co-founder

    Prior to co-founding EKO, Ricardo helped found and served as the Managing Director of the "Ecosystem Marketplace," a web site and...

    read more
    Partner and Co-founder

    Prior to co-founding EKO, Ricardo helped found and served as the Managing Director of the "Ecosystem Marketplace," a web site and information/analysis service covering these emerging environmental markets. In that capacity he co-authored a number of publications on voluntary carbon markets, mitigation banking, and ecosystem services including "The State of Voluntary Carbon Markets 2007: Picking up Steam" and "Voluntary Carbon Markets: An International Business Guide to What They Are and How They Work," and "Conservation and Biodiversity Banking: A Guide to Setting Up and Running Biodiversity Credit Trading System". For nearly two decades he has specialized on issues related to finance, banking, and the environment. He has done work for a number of organizations, including Insight Investments, the International Finance Corporation (IFC) of the World Bank, IUCN, The Nature Conservancy, Domini Social Investment, among others. His articles have appeared in publications such as The Washington Post, The Atlantic Monthly, and the International Herald Tribune. He has also written numerous publications and chapters on mitigation banking, biodiversity markets, markets for water quality, and other environmental markets. He was born in Bogota, Colombia, and is currently based in San Francisco.
  • Close Drawer
    Eron Bloomgarden
    Partner

    As a pioneer in the development of international carbon markets, Eron has advised governments, multilateral institutions, and corporations on many aspects of environmental markets...

    read more
    Partner

    As a pioneer in the development of international carbon markets, Eron has advised governments, multilateral institutions, and corporations on many aspects of environmental markets. He has extensive experience in the areas of carbon finance, ecosystem services, and green infrastructure. Eron has worked on several carbon market "firsts" including the first Clean Development Mechanism (CDM) project in the world to receive carbon credits and the first unilateral CDM project.

    Eron is also an adjunct professor at Columbia University where he teaches environmental markets at the Earth Institute's MS in Sustainability Management. He is a frequent speaker on environmental finance and a member of the World Economic Forum's (WEF) Global Agenda Council on Biodiversity and Natural Capital. He has also served on the Board of Directors of the Environmental Markets Association (EMA), and as a Liaison Delegate to the World Business Council for Sustainable Development (WBCSD).

    Prior to joining EKO, Eron was President of Environmental Markets at Equator LLC, an asset management firm, where he had responsibility for carbon and environmental assets throughout the organization. Previously, he was US Country Director at EcoSecurities (acquired by JP Morgan), the world's largest CDM project developer, where he spearheaded the firm's entry into the North American carbon market and managed all aspects of the firm's United States operations including origination, strategy, project development and portfolio management.

    Eron holds an M.P.A. from Columbia University's School of International and Public Affairs (SIPA) and completed the P.L.D. at Harvard Business School.
  • Close Drawer
    Otho Kerr
    Partner, COO, and General Counsel

    Otho has worked in the investment banking and asset management industries for over twenty years, having begun with Goldman Sachs & Co., where he worked in the Investment Banking Division...

    read more
    Partner, COO, and General Counsel

    Otho Kerr is a Partner and the Chief Operating Officer of EKO Asset Management Partners. Prior to joining EKO, Otho was an Executive Director at Oppenheimer Asset Management. He has worked in the investment banking and asset management industries for over twenty years, having begun with Goldman Sachs & Co., where he worked in the Investment Banking Division. While at Goldman, Otho managed the U.S.'s first Rule 144A transaction, for British Aerospace. He later became Director and Head of the Corporate Finance Retail Industry Group at Deutsche Morgan Grenfell (Deutsche Bank) where his most significant clients included The Home Depot, Toys-R-Us, Kmart, and Spiegel. Otho has a wealth of experience managing private placements and public offerings of debt and equity. He began his professional career as an attorney with the law firm Simpson Thacher& Bartlett. Otho received a B.A. from Dartmouth College and a J.D. from The Harvard Law School. He was the first member of his class to receive the Dartmouth Alumni Award. Throughout his career, Otho has sought to merge his professional career with his interest in social justice. Otho was a co-founder of the Institute for Youth Entrepreneurship in Harlem. He was a fellow in the Rockefeller Foundation's Next Generation Leadership Program. He has served and serves on numerous not-for-profit boards.
  • Close Drawer
    Kelly Wachowicz
    Partner

    Kelly has over 20 years of experience in the financial services sector including the build-out of new investment platforms, new business incubation, equity and debt underwriting and investing...

    read more
    Partner

    Asset Management Partners where she leads EKO's emerging work on sustainable fisheries investments. She has over 20 years of experience in the financial services sector including the build-out of new investment platforms, new business incubation, equity and debt underwriting and investing, investment structuring and product design, asset sales, financing, operations, incentive design, and governance. She has deep domain expertise in the forestry and real-estate sectors.

    Prior to EKO, Kelly was Managing Director and COO of Alliance Bernstein's Real Estate Fund -- a $650 million private equity fund -- and was Vice President overseeing the successful launch and monetization of a $2 billion timberland portfolio for TimberStar -- a publicly traded specialty finance company in the real estate sector and subsidiary of iStar Financial. Kelly began her career as an investment banker and strategist with Goldman Sachs.

    Throughout her career, Kelly has integrated her commitment to public service with her professional aspirations. She served as Senior Vice President, Director of Policy and Strategy for the New York City Economic Development Corporation in the first Bloomberg administration where she was responsible for designing and developing economic development policy for the City of New York including Lower Manhattan 9/11 transportation rebuilding efforts, incentive programs for the film and television, bioscience, and tourism industries, and preparation of a $12 billion capital budget. Kelly serves as the Chair of the Board of Trustees for the Achievement First Brownsville and North Brooklyn Prep K-12 schools, located in Brooklyn, New York. She was a founding board member active for ten years with Civic Builders, a not-for-profit real estate developer that built twelve school facilities delivering 7,600 seats to charter school students in the New York region since its inception. Kelly graduated Phi Beta Kappa and received a BA in History with Honors from the University of California in Los Angeles, received her MBA from Harvard Business School, and is a native of the San Francisco Bay Area in California.
  • Close Drawer
    Trip O'Shea
    Vice President

    Prior to EKO, Trip was an Investment Banking Associate in the Global Power & Utilities Group at Barclays Capital in New York, where he worked on financings and M&A...

    read more
    Vice President

    Trip is a Vice President at EKO Asset Management Partners in New York City. His role with EKO is focused on sustainable fisheries finance and investments in environmental services. Prior to EKO, Trip was an Investment Banking Associate in the Global Power & Utilities Group at Barclays Capital in New York, where he worked on financings and M&A, primarily in the renewable energy space. Earlier in his career, Trip spent over 5 years living and working in Central America, where he founded his own consulting practice specializing in mission-based business development, and was a conservation finance associate with The Nature Conservancy in Guatemala. He holds both an MBA and a MS in Sustainable Resource & Infrastructure Systems through the Erb Institute at the University of Michigan, and received a BA in both Economics and Environmental Science from Bates College. Trip has lived in the US, Mexico, Guatemala, El Salvador, and Brazil, and in his free time enjoys surfing, hiking, big mountain free-skiing, and sailing.
  • Close Drawer
    Alex Markham
    Associate

    Alex joined EKO following his MBA from the Stanford Graduate School of Business, where he also earned a Certificate in Public Management and Social Innovation...

    read more
    Associate

    Alex Markham is an Associate at EKO Asset Management Partners, where he focuses on sustainable fisheries finance and other environmental investment opportunities. Alex joined EKO following his MBA from the Stanford Graduate School of Business, where he also earned a Certificate in Public Management and Social Innovation. During his MBA, he interned for The Nature Conservancy and The Natural Capital Project working on their Latin American water funds initiative. Prior to business school, he served as Stanford's Lorry I Lokey fellow in Environmental Defense Fund's Ocean Innovations program, where he spearheaded their Ecomarkets initiative. In addition to his MBA, Alex holds an MS and BS from Stanford University where he graduated with Honors and received the William W. Whitley Citizen-Scholar Award. Alex was born in Nairobi, Kenya and has traveled extensively throughout Africa, Latin America, and Southeast Asia as a field-researcher, wildlife photographer, scuba diver, and fisherman.
  • Close Drawer
    Utkarsh Agarwal
    Analyst

    At Dartmouth, Uti was President of the International Students Association and a War and Peace Fellow at the John Sloan Dickey Center...

    read more
    Analyst

    Utkarsh Agarwal (Uti) graduated from Dartmouth College in June 2013 with a B.E. in Environmental Engineering. At Dartmouth, Uti was President of the International Students Association and a War and Peace Fellow at the John Sloan Dickey Center. Uti grew up in India and went to boarding schools in India and Canada before coming to the US. He has also spent time in Malaysia and Hong Kong working on environmental issues prior to joining EKO in New York.

Management Committee

Investors (partial list)

Partners

Networks

EKO also co-manages the Cleantech, Renewables and other Environmental Opportunities (CREO) family office investing network with Sonen Capital.

 

EKO’s Guiding Principles

  • Environmental sustainability is a critical component of our culture.  Every investment decision that we make will be informed by the potentially positive impact we can have on the environment.  Likewise, we encourage our team to make sustainability an equally important part of their personal lifestyle.

 

  • The interests of our investors and clients are paramount.   We understand that by serving our investors and clients well, we can successfully broaden and deepen our environmental and social impact.

 

  • We believe that the joy and passion we bring to our work is central to the success of our firm, and we believe that such joy and passion breeds joy and passion in our investors, clients and partners.

 

  • We hold ourselves to the highest ethical standards, understanding that integrity, honesty, and humility are personal traits that will enhance relationships inside and outside the firm.

 

  • We have an unwavering determination to live up to the highest professional standards. We expect everything that we produce for our investors, clients and partners to be excellent, without exception.

 

  • A healthy balance between work life and personal life nourishes the productivity of our team.  We believe that a strong, satisfying personal life will sustain us in the work that we do.  As such, we will seek to be flexible in accommodating team members as they pursue outside lives and interests.

 

  • Our success depends on creativity and innovation. We seek to be bold and daring in overcoming the challenges we face.

 

  • We will move forward only when we work together.  A robust, healthy work environment requires a culture that celebrates teamwork and a generosity of spirit in all of our personal interactions, while also recognizing the importance of individual contributions.

 

  • Impact work requires a sharing and acceleration of ideas.  In order to have a profound impact on the environment and the world in which we live, we know we must be fully and actively engaged in a community of people, ideas and perspectives.

 

  • We are driven by a sense of urgency. We know that in order to address the immediate, critical environmental issues facing the planet, and in order to maintain our competitive advantage, we must be action-oriented and avoid complacency.