Channing Olson

Chief Operating Officer at Wealthspire Advisors

Speaker

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. 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, recognized as one of the San Francisco Business Times’ Most Influential Women in Bay Area Business in 2023, named to InvestmentNews' Hot List of Financial Professionals for 2025, and was included in WealthManagement.com's "Ten to Watch in 2026" list.*

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.