Channing Olson

Inquirer
DISC Type : cd

Chief Operating Officer, Wealthspire Advisors at Wealthspire

San Francisco Bay Area, United States

Overview

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.

Personality Overview

Hard To Convince

Upfront

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care 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.
Advisory Technology
Leads the development of Wealthspire’s tech platform, with a focus on delivering scalable solutions that directly enhance advisor productivity and client outcomes.

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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Wealthspire Advisors Names Channing Olson Head of Integration and Project Management. Featured in PR Newswire

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Work History

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

Education

Bachelor of Arts - BA from California State University, Fullerton
2019 - 2020
Class of 2020 from Schwab Executive Leadership Program

More Information

Social Presence :

Prographics :

Exp : 18 Location : San Francisco Bay Area, United States Job Level : Leadership Designation : Chief Operating Officer, Wealthspire Advisors at Wealthspire
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Insights For Selling To Channing

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Channing is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Channing

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Channing move?

  • Their decision making speed is somewhere in the middle.
  • Can Channing take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Channing

Personality Compatibility


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