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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