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At Osborn Williams & Donohoe, LLC, we believe that money is a personal matter, and that's why we're committed to serving our clients with the same level of personalized attention and expertise that we would want for our own family and friends. Our team of experienced investment professionals is dedicated to helping individuals, retirement plans, endowments, and corporate clients achieve their financial goals through a disciplined investment approach tailored to each individual client's needs.

Our Philosophy

We believe that a boutique investment advisor, with a clear focus and investment discipline, can serve individuals and their families better than a large investment company. Our team is committed to stewardship, not product sales. We offer engagement and tailored portfolios, not cookie-cutter solutions. We promote diversification and believe in providing solutions, not following trends - and we continuously monitor risk.

Our Team

Our team of experienced investment professionals has a long history of working with individuals, retirement plans, endowments, and corporate clients. Our team members have a deep understanding of the markets and a passion for helping clients achieve their financial goals. Meet some of our team members below:

• Joan M. Blanton, Senior Trader: With 27 years of experience as a stock & bond trader, Joan supervises client billing and is the firm's senior trader.
• Mindy B. Boatright, Client Service Administrator: Mindy handles back-office responsibilities and enjoys working directly with clients.
• Edward J. Donohoe, Portfolio Manager, Principal: Ed serves on the boards of several non-profit organizations and has completed courses in the Harvard Business School's Executive Education Program of Strategic Business Management.
• Michael S. Donohoe, Associate Portfolio Manager: 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 has over 15 years of experience in the investment advisory business and volunteers her time and talents with Special Olympics Hamilton County and the Goodtimers Foundation.
• Matthew J. McCaw, CFP, Portfolio Manager: Matt is a CERTIFIED FINANCIAL PLANNER professional and has held several positions in accounting and is experienced working with corporate retirement plans.
• David P. Osborn, CFA, President, Portfolio Manager, Principal: David is a graduate of Miami University and holds the Chartered Financial Analyst designation.
• Peter D. Osborn, Portfolio Manager, Principal: Peter is a graduate of the Indiana University Kelley School of Business and has held sales, marketing, and management positions with Fortune 500 companies.
• Jeffrey J. Ouellette, Portfolio Manager, Director of Alternatives: Jeff has a background in finance and has worked in various roles in the financial industry.

Our Services

At Osborn Williams & Donohoe, we offer a range of services to help our clients achieve their financial goals. Our services include:

• Portfolio Management: Our team of experienced investment professionals works closely with clients to create customized investment portfolios tailored to their individual needs and goals.
• Financial Planning: Our financial planners help clients create a comprehensive financial plan that addresses their financial goals and objectives.
• Retirement Planning: We help clients plan for retirement by creating customized retirement plans that take into account their income, expenses, and savings goals.
• Estate Planning: We help clients create a comprehensive estate plan that distributes their assets according to their wishes and minimizes taxes and fees.
• Investment Research: Our team of experienced research analysts provides clients with objective research and analysis of investment products and strategies.

Our Commitment

At Osborn Williams & Donohoe, we are committed to providing our clients with the highest level of service and expertise. We believe that money is a personal matter, and that's why we're dedicated to serving our clients with the same level of personalized attention and expertise that we would want for our own family and friends.