Our relationship with you
is our most valuable asset.
Osborn Williams & Donohoe is an independent registered 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 proven 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, always placing the needs of our clients first.
David P. Osborn, CFA
David joined the firm in 1993 and leads the Dividend Growth Strategy and Income Equity Strategy Teams. He is the past President of the CFA Society of Cincinnati and holds the Chartered Financial Analyst designation. David Graduated from Miami University, Oxford with a B.S. in Marketing and Finance. He currently serves on several non-profit boards and is a member of the CFA Institute.
Peter H. Williams
Peter is the past President of Cincinnati Society of Financial Analysts and served on The FAS Council of Presidents. In addition to 35 years of security analysis and portfolio management experience, Peter has served as advisor and officer of public and private and corporations with experience in mergers, joint ventures and acquisitions.
Edward J. Donohoe
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. He is a graduate of Augusta College and has completed courses in the Harvard Business School’s Executive Education Program of Strategic Business Management.
Peter D. Osborn
Peter is an Indiana University Kelley School of Business graduate. He has held sales, marketing and management positions with fortune 500 companies and was the COO of Valley Industries, Inc. Peter is a member of the CFA Institute and CFA Society of Cincinnati.
Russell Sims, CFA
Russell leads the Opportunity Growth Strategy and coordinates the Sector Review Committee. He holds an economics degree from Lafayette College and an MBA from Xavier University. He began his career on the floor of the New York Stock Exchange and has experience as a trader, security analyst and portfolio manager.
Giving back to our community
Our employees are active, proud community members and leaders. We believe in giving back to our community and serve the following corporate, civic and non-profit organizations.