Channing Olson
Chief Operating OfficerAs Chief Operating Officer of Wealthspire’s Wealth segment, Channing leads the operational strategy and execution that power the firm’s client experience and advisor effectiveness. Her oversight spans Client Services, Advisory Technology, Data Operations, and M&A Integration – all united by a focus on building the premier advisor-client platform across the wealth management industry.
Channing is recognized for driving business transformation through people, process, and technology. She has spearheaded multiple enterprise initiatives to modernize Wealthspire’s service model, integrate acquired firms, and deliver scalable solutions that enhance advisor productivity and client outcomes.
A frequent speaker on the intersection of technology and human advice, Channing is passionate about harnessing AI and emerging tools to elevate how advisors serve clients. Her leadership has earned her notable recognition: she was named a Woman in Business winner by the North Bay Business Journal in 2019, included in their 40 Under 40 list in 2020, and recognized as one of the San Francisco Business Times’ Most Influential Women in Bay Area Business in 2023.
Before joining Wealthspire, Channing led operations, technology, and integration initiatives across professional services and financial firms, developing a reputation for leading complex organizational change with clarity, collaboration, and measurable results.
Outside of work, she is committed to community involvement in the Bay Area, is a graduate of Leadership San Francisco, and has served on several local charitable boards. In her free time, she enjoys gardening and spending time with her young family.
Previous Experience
- Director of Operations, Principal at Private Ocean Wealth Management
Education & Credentials
- BA, California State University – Fullerton, Business Administration and Economics
- Schwab Executive Leadership Program
- G2 Leadership Institute by Fidelity
- Certified Interior Designer
- Certified Legal Assistant
*2023 San Francisco Business Times’ Most Influential Women in Bay Area Business List was published in a special section of the October 2023 issue.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
