Designing Success: Channing Olson’s path to RIA leadership through operational excellence
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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IMPORTANT DISCLOSURE INFORMATION
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
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.
IMPORTANT DISCLOSURE INFORMATION
Wealthspire did not receive direct or indirect compensation from the authors related to the production of this podcast episode.
Wealthspire Advisors LLC (“Wealthspire”) is a registered investment adviser and subsidiary company of NFP Corp. This presentation is for general information and educational purposes only. It should not be construed as personalized investment, legal, tax, or accounting advice, or a guarantee that you will experience a certain level of results if Wealthspire is engaged, or continues to be engaged, to provide services. While the information is considered to be reliable, Wealthspire cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard its use. Different types of investments involve varying degrees of risk, and it should not be assumed that any investment, investment strategy, or non-investment related or planning services will be profitable, be suitable for your portfolio or individual situation, or prove successful. A copy of Wealthspire’s current written disclosure Brochure discussing our services and fees is available upon request or at www.wealthspire.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
