Thomas H. Lee made his mark on the RIA business before his death at 78, in part, because he took Ric Edelman to meet Larry Fink to good effect
The founder of his eponymous Thomas H. Lee Partners private equity firm got rich on Snapple and Dunkin' Donuts stakes but made a strong cameo with the radio host's firm then invested in Atria in 2017
Author Brooke Southall
February 25, 2023 at 3:33 AM
Keith Girard contributed to the editing of this article.
John Bunch is out at Financial Engines Advisors after merger integration 80% complete; 'big reveal,' relaunch planned in coming months
The No. 2 man at the $181-billion RIA built a uniform client experience, but now has a chance to be CEO of VC-backed firm based in his hometown