David Putnam Osborn

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 06/2020
  Osborn Williams & Donohoe, Llc
  Cincinnati, OH
• 06/2020 → Present
  Hightower Advisors, Llc
  Chicago, IL

Previous Registrations

• 2018-05-10 → 2020-06-30
  Osborn Williams & Donohoe, Llc
  Cincinnati, OH
• 2012-03-26 → 2014-12-31
  Osborn Williams & Donohoe, Llc
  Cincinnati, OH
• 2000-01-01 → 2012-04-27
  Osborn Rohs Williams & Donohoe, Llc
  Cincinnati, OH

Other Businesses

Serves as a director of Cincinati Financial Corporation since 2013.Cincinati Financial is an insurance company and not investment-related. They are located at 6200 S. Gilmore St. in Fairfield Ohio. He serves on the audit committee, Investment committee and the cmpensation committee.Spends approximately 3 hours a month as a director.

Designations

• Chartered Financial Analyst