Our relationship with you

is our most valuable asset.

About Us

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.

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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 40 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.

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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.

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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.

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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.

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Bill Farah, IT Manager/Accountant

24 Years of Experience

Jane Bohman, Senior Client Service Administrator/Trader

30 Years of Experience

Janice Johnson, Senior Client Service Administrator

5 Years of Experience

Joan Blanton, Senior Trader

24 Years of Experience

Louie Detemple, Chief of Compliance

37 Years of Experience

Mindy Boatright, Senior Client Service Administrator

21 Years of Experience

Terry Myrick, Senior 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 the following corporate, civic and non-profit organizations.

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Osborn, Williams & Donohoe
| 312 Walnut Street, Suite 1000
Cincinnati, Ohio 45202