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Channing Smith,
CFA
Managing Director, Senior Wealth Advisor
Tulsa, OK
Channing Smith,
CFA
Managing Director, Senior Wealth Advisor
Tulsa, OK
A seasoned portfolio manager, Channing combines institutional investment expertise with a relationship-driven approach to help families navigate their wealth with confidence.
Works closely with families to develop holistic wealth management strategies aimed at reaching their specific goals and priorities. With decades of experience managing equity strategies and advising clients through changing market environments, he emphasizes trust, thoughtful decision-making, and long-term partnership in every relationship.
Channing joined Lido Advisors through the firm’s 2026 partnership with Jackson Hole Capital Partners, where he previously served as Managing Partner. Prior to co-founding Jackson Hole Capital Partners in 2017, he spent more than 12 years as a Managing Director at Capital Advisors.
Outside of work, Channing enjoys flyfishing, golf, sports, and spending time with family and friends.
- B.S., Entrepreneurship, Indiana University
- M.B.A., Finance and Accounting, Southern Methodist University
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