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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
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Thomas Lee's firm still owns Atria Wealth. It previously cashed out of Edelman Financial.
Keith Girard contributed to the editing of this article.

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