Our relationship with you is our most valuable asset.

WHO WE ARE

Osborn Williams & Donohoe is an investment adviser based in Cincinnati, Ohio. We are dedicated solely to helping clients achieve their investment goals through a disciplined investment approach tailored to each individual client’s needs.

Our firm has a long history of working with individuals, retirement plans, endowment and corporate clients.  At Osborn Williams & Donohoe, we strive to maintain a firm culture of teamwork, professionalism, mutual respect and high ethical standards in all that we do for the benefit of our clients. Our investment management experience combined with seasoned, long-term investment discipline helps our clients navigate the ever-changing financial landscape.

Osborn, Williams, & Donohoe Team Members

We are proud of our long-term client relationships and level of client retention. We believe the foundation of our success is based on a personalized approach to investment management, placing the needs of our clients first.

David Osborn

David P. Osborn, CFA, President, Portfolio Manager, Principal

37 YEARS OF INVESTMENT EXPERIENCE

David is president of Osborn Williams & Donohoe. He is a graduate of Miami University, Oxford, Ohio. David also serves on the board of directors of Cincinnati Financial Corporation where he is a member of the Investment, Compensation and Audit Committees. He is currently a trustee of Cincinnati Children’s Hospital and the chairman of the Investment Committee where he oversees the management of one of the largest hospital endowments in the United States. He also serves as trustee and chairman of the Investment Committees of the Greater Cincinnati Foundation and is a member of the Mount St. Joseph University Investment Committee. David holds the Chartered Financial Analyst designation and is a past president of the CFA Society of Cincinnati. David is a past trustee of the Beechwood Home, Beechwood Foundation, Contemporary Arts Center of Cincinnati, and Women Helping Women, Inc.

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William Sena

William T. Sena, Jr., CFA, CFP®, Portfolio Manager, Principal

27 YEARS OF INVESTMENT EXPERIENCE

Bill has nearly 25 years of experience as an investment professional, managing portfolios and providing investment advice. Bill received a bachelor's degree in political science from DePauw University and a master's degree in finance from Indiana University. He holds the Chartered Financial Analyst designation and is a Certified Financial Planner. He has served on local non-profit advisory boards and is a member of the local CFA Society of Cincinnati.

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Peter Williams

Peter H. Williams, Portfolio Manager

45 YEARS OF INVESTMENT EXPERIENCE

Pete is the past president of CFA Society of Cincinnati and served on The FAS Council of Presidents. In addition to 45 years of security analysis and portfolio management experience, Pete has served as advisor and officer of public and private and corporations with experience in public share offerings, mergers and cross-border joint ventures and acquisitions.

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Edward Donohoe

Edward J. Donohoe, Portfolio Manager, Principal

21 YEARS OF INVESTMENT EXPERIENCE

Ed joined the firm after serving as regional vice president for Office Depot, prior to which he served as vice president of The J.A. Kindel Company. He serves on the boards of several non-profit organizations. He is a graduate of Augusta University, and he has completed courses in the Harvard Business School’s Executive Education Program of Strategic Business Management. Ed is a member of the CFA Society of Cincinnati.

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Peter Osborn

Peter D. Osborn, Portfolio Manager, Principal

11 YEARS OF INVESTMENT EXPERIENCE

Peter is a graduate of the Indiana University Kelley School of Business. He joined Osborn Williams & Donohoe in 2010 as a portfolio manager and member of the management team. Previously, Peter served as the chief operating officer of Valley Industries, Inc. He also held sales, marketing and management positions with Fortune 500 companies; including ITW, PPG Industries and Dow Chemical. Peter is a member of the CFA Institute and CFA Society of Cincinnati.

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Russell Sims

Russell S. Sims CFA, CFP®, Director of Research, Fixed Income Manager

35 YEARS OF INVESTMENT EXPERIENCE

Russell is director of research. He is a member of the CFA Society of Cincinnati and Financial Planning Association. Prior to joining the firm, Russell cofounded and served in the roles of director of research, chief investment officer and chief compliance officer at the investment advisory firm O’Sullivan & Sims. Russell graduated with a degree in economics from Lafayette College in 1984 and earned his master's degree in finance from Xavier University in 1988. He holds the Chartered Financial Analyst designation and is a Certified Financial Planner.

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Matt Mccaw

Matthew J. McCaw, Portfolio Manager

5 YEARS OF EXPERIENCE

Matthew joined the firm as an associate portfolio manager and financial planner in 2018. He studied political science and economics at Kenyon College and later earned a master's degree in finance from Xavier University. Matt has held several positions in accounting and is experienced working with corporate retirement plans.

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Joan Blanton

Joan M. Blanton, Senior Trader

27 YEARS OF EXPERIENCE

Joan has 27 years of experience as a stock & bond trader. She currently serves as the firm's senior trader and supervises client billing. Previously she was a FINRA-registered representative and municipal bond principal with an affiliated broker dealer.

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Mindy Boatright

Mindy B. Boatright, Client Service Administrator

24 YEARS OF EXPERIENCE

Mindy began her career here in 1996 handling most of the back-office responsibilities. Currently, she is a client service administrator and enjoys the new role of working directly with clients.

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Jane Bohman

Jane A. Bohman, Client Service Administrator, Trader

32 YEARS OF EXPERIENCE

Jane is a client service administrator. She assists in onboarding new accounts and direct client support. She also has several years of experience as a trader, having been a FINRA-registered representative with a previously affiliated broker dealer.

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Tracy Glaser

Tracy E. Glaser, Client Service Administrator

16 YEARS OF EXPERIENCE

Tracy began her career in the investment advisory business in 2005 with our firm, and after working at another advisory firm, rejoined our group in 2018. She earned a bachelor's degree from the University of Cincinnati. Tracy volunteers her time and talents with Special Olympics Hamilton County and the Goodtimers Foundation.

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GIVING BACK TO OUR COMMUNITY

Our employees are active, proud community members and leaders. We believe in giving back to our community and serve corporate, civic and non-profit organizations.

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