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Russell S

CFP®, CFA®

Cincinnati, OH

Hightower Advisors

Russell Sims is a CFP® and CFA® with 11 years of industry experience. He has worked at Hightower Advisors since 2020 and previously spent 10 years at Osborn Williams & Donohoe. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors such as pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Michael D

CFP®

Cincinnati, OH

Hightower Advisors

Michael Donohoe is a CFP® professional with experience at Hightower Advisors since 2023. He previously worked at Aspiriant from 2016 to 2020 and was self-employed from 2020 to 2023. He is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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David O

CFA®

Cincinnati, OH

Hightower Advisors

David Osborn is a CFA® charterholder with 23 years of industry experience. He has been with Hightower Advisors since 2020 and previously worked at Osborn Williams & Donohoe, LLC for eight years. Since 2013, he has served as a director of Cincinnati Financial Corporation, participating on its audit, investment, and compensation committees. Hightower Advisors provides investment advisory and planning services to individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Patrick H

Series 65, Series 63

Cincinnati, OH

Hightower Advisors

Patrick Harrington is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds the Series 65 and Series 63 designations and has previously worked at Cais Capital, LLC, Lazard Asset Management Securities LLC, and BlackRock Investments, LLC. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management and emphasizes manager selection with both affiliated and third-party managers across various investment vehicles.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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William S

CFP®, CFA®

CIncinnati, OH

Hightower Advisors

William Sena Jr. is a CFP® and CFA® with 23 years of experience in financial advising. He has worked at Hightower Advisors since 2020, and previously spent time at Osborn Williams & Donohoe, LLC and Fort Washington Investment Advisors, Inc. His current role is based in Cincinnati, OH. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach centers on manager selection and multi-manager solutions, employing both affiliated and third-party managers alongside proprietary research and various portfolio construction methods.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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