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.
Edward J. Donohoe, Portfolio Manager, Principal
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.
Michael S. Donohoe, Associate Portfolio Manager
Michael joined the firm as an Associate Portfolio Manager in 2023. He graduated with degrees in Finance and Theatre from Thomas More College. Michael has several years of experience as an independent investor and trader, and previously held positions in accounting and investment operations.
Tracy E. Glaser, Client Service Administrator
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.
Matthew J. McCaw, CFP®, Portfolio Manager
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. He is a CERTIFIED FINANCIAL PLANNER™ professional.
David P. Osborn, CFA, President, Portfolio Manager, Principal
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.
Peter D. Osborn, Portfolio Manager, Principal
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.
Jeffrey J. Ouellette, Portfolio Manager, Director of Alternatives
Jeff Ouellette joined the Firm in 2023 as a Portfolio Manager and serves as the Director of Alternatives. Prior to joining the firm, Jeff served as a Vice President at HarbourVest Partners where he focused on product strategy, fundraising, and investor relations efforts for their private credit business. Prior to this, he served as an Associate Director at Barings as a member of their Global Private Finance team. Jeff graduated with a degree in Business Management from Elon University.
William T. Sena, Jr., CFA, CFP®, Portfolio Manager, Principal
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™ professional. He has served on local non-profit advisory boards and is a member of the local CFA Society of Cincinnati.
Russell S. Sims, CFA, CFP®, Director of Research, Fixed Income Manager
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™ professional.
Kyle R. Tolle, Client Service Administrator
Kyle joined the firm in 2023 as a Client Service Administrator. He has 22 years of experience in the financial services industry. He joins the firm after spending the last 14 years at U.S. Bank as a trader and client service manager for 70 advisory firms including Osborn Williams & Donohoe. Prior to this, he worked in trading and back office for Smith Barney and Fidelity.
Peter H. Williams, Portfolio Manager
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.
312 Walnut Street
Suite 1000
Cincinnati Ohio 45202
513 621 2875
info@orw-d.com
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
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