Robin Rosario

Robin Rosario is an operations and finance professional at DHR Investment Counsel, Ltd., a Registered Investment Advisor based in Oakland, California. Public listings identify Rosario's role as Operations Manager (also described as Operations Finance Manager), a back-office/administrative function focused on running the advisory practice rather than making investment decisions for outside companies.

DHR Investment Counsel was founded in 1987 by the husband-and-wife team of Davis Riemer and Louise Rothman-Riemer. The firm pioneered adoption of the fiduciary standard and was one of the earliest fee-only advisory firms. It provides investment management and comprehensive financial planning to high-net-worth families, non-traditional couples, art collectors, attorneys, and individuals navigating life transitions. At the time of its combination, DHR managed roughly $385 million in client assets.

In February 2023, DHR Investment Counsel joined Schultz Collins, an Orinda, California investment-counsel firm (founded 1995) that shares the same fiduciary, fee-only orientation. The sub-acquisition was facilitated by Hightower and lifted Schultz Collins' assets under advisement to more than $1.3 billion (Schultz Collins reported over $1.5 billion as of December 31, 2025). The `dhrcounsel.com` domain now redirects to the Schultz Collins website, indicating Rosario's employer now operates under the Schultz Collins brand.

• No angel or venture-style investment thesis could be verified. Rosario's employer, DHR Investment Counsel / Schultz Collins, is a fee-only fiduciary RIA whose "investing" is portfolio supervision for private wealth clients — not seed-stage startup funding.
• The firm's stated approach is non-discretionary, client-participatory portfolio supervision: "all investment decisions are made with the knowledge and participation of our clients," with "custom portfolios designed specifically for each client."
• Client focus is high-net-worth individuals and families, retirement plan sponsors, trusts, endowments, and foundations — not technology startups or founders raising capital.