Senior Staff Bios

Stuart Lucas, Chairman

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Stuart has worked as an investment professional for nearly 30 years. As a fourth-generation descendent of E.A. Stuart, founder of the Carnation Company he co-manages his family's investment office with his sister-in-law, Melissa Lucas and his brother, William. Prior to forming the family office, Stuart was the Senior Managing Director of the Ultra-High Net Worth Group within Private Client Services at Bank One (now JP Morgan Chase). Earlier in his career, he served as general manager of Wellington Management Company's European operations and as the Assistant Portfolio Manager of a Forbes Honor Roll mutual fund.

In addition, Stuart teaches wealthy individuals and families about wealth management. His book, Wealth: Grow It, Protect It, Spend It and Share It, has been published on three continents. He is a featured speaker around the world.

Stuart serves on the boards of National Public Radio Foundation, the Stuart Foundation and the University of Chicago Laboratory Schools. He serves on the investment committees of NPR, Inc. and the Stuart Foundation.

He has a bachelor’s degree with high honors from Dartmouth College, an MBA from Harvard Business School, and is a Chartered Financial Analyst.

Susan Lucas, President

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Susan runs business operations and consulting services at Wealth Strategist Partners. Throughout her career, Susan has worked as a strategy consultant, helping clients to clarify priorities, use information to make better decisions, and improve their businesses. At the Boston Consulting Group (Boston) and Bain and Company (London), she did corporate strategy work for Fortune 500 companies; at Talisman Management (London), she was part of the leadership team doing highly-leveraged private equity corporate turn-arounds; at B2P (Chicago), she worked with non-profits and foundations to define and measure impact.
Susan is Stuart’s wife, and lives the challenges of raising children and managing a family with wealth.

Active in the community, Susan serves on the board of Legacy Charter School in Chicago and is a volunteer at her children’s schools, her family’s congregation, and Wellesley College.

Susan has a BA (cum laude) in Economics from Wellesley College and an MA from the University of Chicago.

Cynthia Wambold, Program Director

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Cynthia manages the planning and execution of WSP's open enrollment and customized education programs as Program Director of Wealth Strategist Partners. She is also in charge of managing the company’s promotion, communication and press relations.   Prior to joining the company, Cynthia held leading project management positions at Bank One with the Capital Markets and Private Client Services groups. Cynthia also served as the senior executive assistant to the Chairman and CEO of Bank One, Jamie Dimon, during the bank’s turnaround period.

Prior to joining Bank One, Cynthia held a number of international marketing positions in Paris, Brussels and Zurich working with Estee Lauder, Polo Ralph Lauren and Pepsi Cola. She also served as Director of International Sales and Associate Producer for a French television production/distribution company.

Cynthia has a bachelor’s degree in English Literature from Wagner College and a certificate in French Civilization and Literature from the Sorbonne University in Paris.