Leadership Members

Susan K. Lucas

Susan K. Lucas

Client Partner, Chief Compliance Officer & Chief Operating Officer

In addition to her strategy work with clients, Susan leads business operations and compliance for Wealth Strategist Partners. In this role, she 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 led 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 is immediate past co-chair of 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.

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Information included regarding assets under management and portfolio companies at a prior investment firm are included for informational purposes only in order to demonstrate both business and sector experience. Further, Wealth Strategist Partners has no ability to affect or influence the performance of prior investments at the prior investment firm as the members of the Wealth Strategist Partners team are no longer affiliated with the prior investment firm. Other personnel from the prior investment firm were involved with and provided material assistance with respect to the investments at the prior investment firm and are not part of the Wealth Strategist Partners team.

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