Channing Olson
Chief Operating Officer, Private Client
As Chief Operating Officer of Wealthspire's Private Client 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. Before joining Wealthspire, Channing led operations, technology, and integration initiatives across professional services and financial firms.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
