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.  *Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.IMPORTANT DISCLOSURE INFORMATIONWealthspire Advisors LLC and certain of its affiliates are separately registered investment advisers. 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.©2026 Wealthspire