Heather Ostrowski is a control person of D.B. Root & Company and directly owns under 5% of it.
D.B. Root & Company is an investment adviser based in Pittsburgh, PA, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $952 million, as filed on 25 June 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 4032832
- Firm
- D.B. Root & Company · CRD 188512
- Role
- Chief Financial Officer
- In role since
- August 2015 · 11 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Pittsburgh, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Heather Ostrowski work?
Heather Ostrowski has been Chief Financial Officer of D.B. Root & Company, LLC since August 2015, and is a control person of the firm.
How can I verify Heather Ostrowski’s record?
Heather Ostrowski’s role is listed on D.B. Root & Company, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 188512.
David RootChief Executive
Jesse RootChief Operating Officer- Richard ChenChief Compliance Officer
Michael AroestyChief Investment Officer