Susan K. Lucas
Chief Compliance Officer & Chief Operating Officer
Susan leads business operations and compliance for Wealth Strategist Partners, and is responsible for strategy, financial management, human resources, marketing, and regulatory compliance. Previously, Susan was on the senior team at Talisman Management, a London-based private equity firm, and managed the consulting practice at B2P (Chicago). Earlier in her career, she worked as a strategy consultant at the Boston Consulting Group and at Bain and Company, doing corporate strategy work for Fortune 500 companies in the US and Europe.
Susan is a Trustee of Wellesley College, where she has served on the Investment Committee, and co-chairs the Board of Legacy Charter School.
Susan graduated cum laude with a degree in economics from Wellesley College and received an M.A. from the University of Chicago.