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Thomas Lee on Muck Rack

Thomas Lee

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Minneapolis
As seen in: Wealth Solutions Report, LinkedIn, MSN, Bloomberg News, Forbes, Nature, The Guardian, Wiley Online Library, CNBC, SFGate, UC Berkeley News and
Biz journalist. Author of “The Bruce Lee Code” (Career Press) and “Rebuilding Empires” (St. Martin’s Press)
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Articles

Reducing Specialist Wait Times: What Can We Learn from Highway Traffic Engineers?

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By Sherry A. Glied, Thomas Lee Verified
| NEJM Catalyst Verified
Reference 1 Abstract Notes Supplementary Material Information & Authors Metrics & Citations Get Access References Media Tables Share Abstract Waiting times for specialist visits in the United States are increasing, and many organizations are responding by seeking to hire more physicians. However, regional data on the supply of physicians in various specialties and waiting times suggest that this approach alone is unlikely to be effective and may even worsen the problem.
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Berkshire Global: Wealth Management M&A Surges Toward Another Record Year

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By Thomas Lee Verified
| Wealth Solutions Report
According to Berkshire Global Advisors, dealmaking in the U.S. wealth management industry is on pace to set another annual record after M&A activity reached historic levels during the first half of 2026. Berkshire counted 225 transactions involving RIAs with at least $100 million in assets under management (AUM) during the first six months of the year, up nearly 40% from 162 deals during the same period in 2025. The report attributed the increase to activity at both ends of the market.
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Caprock Acquires $4 Billion Texas-Based Venturi Private Wealth

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By Thomas Lee Verified
| Wealth Solutions Report
Boise, Idaho-based RIA Caprock announced the acquisition of Venturi Private Wealth, an Austin, Texas-based RIA that oversees $4 billion in assets under management (AUM). The deal expands Caprock’s footprint in Texas, where it also operates an office in Austin, and adds Venturi’s Oklahoma City office. “Venturi has built an exceptional firm grounded in trust, thoughtful advice and long-term client relationships,” said Greg Brown, Co-CEO of Caprock.
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