Dave Osborne established DAO Advisors in 2017 to advise Presidents of single-family offices and their respective families. His prior role was President of CYMI, Ltd., the Mathile family office from 2007 until November 1, 2018. He is now Senior Advisor to the Mathile family which includes joining the Board of Advisors. He will also continue as a member of CYMI’s Investment Committee.
Dave uses his extensive experience as a strategic advisor and thought partner to advise other leaders of single-family offices and families where he offers key critical leadership in this highly unique and devoted role.
Dave’s leadership as President of CYMI as resulted in the office being recognized in the single-family office space of family office with net worth exceeding $1 billion. The office is known for its operational best practices, its focused client-centric service model, its approach to technology and security, and its leading-edge investment approach. CYMI is also held in high regard for its support of the several transitions in Generational Leadership in the Mathile family and the respective family office and its continued investment in talent development through coaching and training.
At CYMI, Dave was ultimately responsible for the family’s financial health and wellness by ensuring the office remained in alignment with the family’s Values and Beliefs. Dave is also involved with several organizations in the single-family office space and can offer his context and perspective gained in the past 11+years.
Dave has spent most of his professional career at IMG, the privately-owned sports media company originally owned by the Mark McCormack family where he fine-tuned his knowledge of how families make decisions and how important the culture in a family-owned business can be. Dave was part of IMG’s Finance team for 20+ years as part of the Company’s senior leadership team.
During his tenure at IMG and starting in 2001, Dave was named President of the registered investment advisory affiliate, MAI Wealth Advisors consisting of a staff of 50 professionals in the Wealth Advisory, Investment, Tax Planning and Compliance, and Estate Planning disciplines. As part of this assignment, Dave worked with families to establish single family offices and support the transition in generational leadership in the family-held businesses.
Dave has been working with families his entire career. Born a G4 in the Osborne family based in Cleveland, Ohio, Dave’s great-grandfather, Frank Osborne, started the Youghiogheny & Ohio Coal Company in 1902. The company was sold in 1970.
Dave is a Certified Public Accountant (C.P.A). He has an MBA from The Wharton School and earned his B.A. from Ohio Wesleyan University. Dave and his wife, Sandy, reside in Dayton, Ohio and have five adult children.