The firm’s executive management team is composed of seasoned professionals with proven expertise and long-standing industry relationships. Each member has a successful history of owning and operating investment banks as well as holding key positions at firms such as Lehman Brothers and Black & Co.
With over 30 years of combined industry experience, particularly in private equity, our executive management team has performed due diligence on thousands of companies. Additionally, each individual has a network of experts who can be called upon to assist in their research of potential investments.
We encourage you to get to know our executive management team to give you a confident foundation to begin our relationship.
DANIEL LUTZ
PORTFOLIO MANAGER
Joined BAAM in 2018
25 years of investment experience
Portfolio Manager and Co-Founder at BAAM, He was formerly the Managing Director & Head of Equities (ASEAN) with Citigroup Global Markets.
Bachelor’s in finance from Virginia Polytechnic Institute and State University and an MBA from The Wharton School, University of Pennsylvania. CFA Charterholder .
MS. MARIANNE LEUSCH
MANAGING PARTNER, PORTFOLIO MANAGER
Joined BAAM in 2011
31 years of investment experience
Marianne joined the BAAM investment team in 2011 and is a Partner responsible for the Venture team. He brings his 31 years of investment experience to bear in all aspects of managing BAAM’s Venture Fund VCT and Impact EIS Service.
Marianne is a CFA charter holder and chaired CFA UK’s working group on how negative interest rates impact investors. Marianne loves to see great young companies given the chance to grow..
THOMAS BELLS
ASSOCIATE PARTNER, PORTFOLIO MANAGER
Joined BAAM in 2020
18 years of investment experience
Previously, Portfolio Manager at Matthews International Capital Management LLC in San Francisco and international asset management group, in 2013 after working for 26 years in several senior roles based in London, New York and Singapore.
He holds a New Zealand Certificate of Engineering from the Waikato Institute of Technology and Authority of Advanced Vocational Awards, New Zealand.
SYLVIO BERININI
PORTFOLIO MANAGER
Joined BAAM in 2018
4 years of investment experience
Previously Portfolio Manager at Lansdowne Partners in London. Prior to this, Michael was a Portfolio Manager at Marathon Asset Management
Bachelor’s of Business in Finance and Economics from the University of Technology in Sydney. CFA Charterholder
WALTER WAGNER
RESEARCH ANALYST
Joined BAAM in 2023
15 years of investment experience
Previously an Investment Intern at BAAM and Cederberg Capital, and prior to that an Equity Research Analyst at Fair Value Capital in New Delhi
Master’s in finance from London Business School and Bachelors in Commerce from the University of New Delhi