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.

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

35 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 US. 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 T. Sena, Jr., CFA, CFP®, Portfolio Manager, Principal

25 YEARS OF INVESTMENT EXPERIENCE


Bill has nearly 25 years of experience as an investment professional, managing portfolios and providing investment advice. Bill received a BS in Political Science from DePauw University and an MBA 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 H. Williams, Portfolio Manager

43 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 43 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 J. Donohoe, Portfolio Manager, Principal

19 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. Ed serves on the boards of several non-profit organizations. Ed is a graduate of Augusta College 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 D. Osborn, Portfolio Manager, Principal

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

34 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 MBA in Finance from Xavier University in 1988.  He holds the designation Chartered Financial Analyst and Certified Financial Planner.

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Matthew J. McCaw, Portfolio Manager

3 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 an MBA 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, Senior Trader

25 YEARS OF EXPERIENCE


Joan has 25 years of experience as a stock & bond trader, she currently serves as the firms Senior Trader & supervises client billing. Previously she was a FINRA Registered Representative & Municipal Bond Principal with an affiliated Broker Dealer.

Mindy Boatright, Client Service Administrator

21 YEARS OF EXPERIENCE

Jane Bohman, Client Service Administrator, Trader

30 YEARS OF EXPERIENCE

Jane is a Senior Client Service Administrator. She assists in onboarding new accounts and direct client support. She also has several years’ experience as a trader, having been a FINRA registered representative with a previously affiliated Broker Dealer.

Louie Detemple, Director of Operations

38 YEARS OF EXPERIENCE


Louie is the Secretary and Treasurer of Osborn Williams & Donohoe. He also serves as the firm’s Director of Operations. He is a graduate of The Ohio State University with a BS degree in Accounting. Louie is a CPA and a member of the Ohio Society of CPA’s.

Tracy Glaser, Client Service Administrator

14 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 BS 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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Terry Myrick, Client Service Administrator

40 YEARS OF EXPERIENCE

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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