Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
As Chief Operating Officer of Private Wealth at Wealthspire Advisors, Channing Olson 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, and recognized as one of the San Francisco Business Times’ Most Influential Women in Bay Area Business in 2023.
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.
100 Smith Ranch Road, Unit 300, San Rafael, CA 94901
415.526.2900.
channing.olson@wealthspire.com
linkedin.com/in/channing-olson
wealthspire.com
Channing Olson
Chief Operating Officer
Wealthspire Advisors
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
2012–2014
2014–2018
2018–2021
2022–2024
2024–Present
Marketing and Operations Manager at Partners in Leadership LLC
2012–2014
Director of Operations at Mosaic Financial Partners
2014–2018
2018–2021: Principal, DOO at Private Ocean
2019: Recognized by the North Bay Business Journal as a Woman in Business winner
2020: Recognized by the publication as one of their 40 Under 40 leaders
2023: Named one of San Francisco Business Times’ Most Influential Women in Bay Area Business
2018–2021
SVP, Head of Integration and Project Management
2022–2024
Managing Director, Head of Advisory Technology and Integration at Wealthspire Advisors
2024–Present
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
