Channing Olson in

Channing Olson

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Chief Operating Officer, Wealthspire Advisors at Wealthspire
📍 San Francisco Bay Area, United States

As COO of Wealthspire Advisors, Channing Olson is a decisive leader specializing in operational strategy, M&A integration, and advisory technology. A graduate of California State University, Fullerton, she was named one of WealthManagement. com’s “Ten to Watch in 2026” for her work building premier advisor platforms and driving business transformation through people, process, and technology.

Outside of work, Channing is committed to community involvement in the Bay Area and is a graduate of the Leadership San Francisco program. She has served on several local charitable boards and, in her free time, enjoys gardening and spending time with her young family.

She refers to her role as the “Chief of Getting Stuff Done” on her professional profile.

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Experience
18 Years
Current Role
Chief Operating Officer, Wealthspire Advisors
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Channing shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Channing cares about

AI for Workflow
States a clear 2026 goal to “ELIMINATE DOUBLE ENTRY” using AI, viewing it as a tool to intelligently stitch systems together and improve workflows rather than just hype.
M&A Integration
Has extensive experience leading integrations of acquired firms throughout her career and co-authored a case study on integrating culture during RIA mergers.
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Career

Work history

11-2025
Chief Operating Officer, Wealthspire Advisors
Wealthspire
10-2024 - 11-2025
Managing Director, Head of Advisory Technology and Integration
Wealthspire
1-2022 - 10-2024
SVP, Head of Integration and Project Management
Wealthspire
10-2018 - 12-2021
Principal | DOO
Private Ocean
10-2014 - 10-2018
Director of Operations
Mosaic Financial Partners
In the press

Media appearances

Channing Olson's Path to RIA Leadership. Featured in Wealthspire (Podcast)
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Channing Olson Named Head of Integration and Project Management. Featured in Wealthspire News
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Education
Bachelor of Arts - BA
California State University, Fullerton
2019 - 2020
Class of 2020
Schwab Executive Leadership Program
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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