Designing Success: Channing Olson’s path to RIA leadership through operational excellence

Financial Planning
Channing Olson
By Channing Olson
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. · April 13, 2023 · 1 min read

 

Channing has long been an outspoken advocate for the RIA industry, helping to establish the standard for operational efficiency within tech, communications, marketing and facilities. She is a graduate of Leadership San Francisco and the G2 Leadership Institute and was one of only 35 people that Schwab tapped for their executive leadership program in 2020. What most people don’t realize is that Channing started as a receptionist for a top 100 international law firm in 2008, and very quickly saw a path for her to create efficiencies that significantly impact the productivity and success of a firm. Today, Channing is the Head of Integration and Project Management at Wealthspire. Previously, she played a key role in multiple M&A transactions and was the youngest partner in her previous firm, Private Ocean Wealth Management, based in the Bay Area. This is her story.

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