Where does Dimitri Uhlik work?

Dimitri Uhlik is Managing Director, Private Client at Caliber.

Where did Dimitri Uhlik go to school?

Dimitri Uhlik studied at College for Financial Planning (Accredited Asset Management Specialist, Financial Planning and Services); Arizona State University (Political Science, International Business); Charles University (Economics and Politcal Science).

Dimitri Uhlik

Investor

Managing Director, Private Client at Caliber

Scottsdale, Arizona, United States

About

Dimitri Uhlik manages investor relationships at Caliber, focusing on helping clients make informed decisions about investing in Caliber funds. He has around 25 years of industry experience, having previously worked as a Portfolio Manager and Financial Advisor, including roles at Charles Schwab and as Chief Operating Officer at Basilica Wealth. He holds a bachelor's degree in political science from ASU, studied at Charles University in Prague, speaks fluent Czech, and is an Accredited Asset Management Specialist (AAMS).

Experience

Caliber The Wealth Development CompanyManaging Director, Private Clientcurrent2025 — presentScottsdale, Arizona, United States
Caliber CompaniesVice President of Wealth Developmentcurrent2023 — presentScottsdale, Arizona, United States
Farm Bureau Financial ServicesWealth Management Advisor2020 — 202318835 N. Thompson Peak Pwy Scottsdale,AZ 85255
Financial Life PlannersVP - Senior Financial Advisor at Financial Life Planners2018 — 2020Greater Phoenix Area
Better Money DecisionsSenior Financial Advisor2017 — 2018Greater Phoenix Area
Basilica Wealth Management Inc.Chief Operating Officer at Basilica Wealth Management Inc.2014 — 2017Bainbridge Island, WA
Basilica Wealth Management Inc.Director of Communication and Client Relations2014Bainbridge Island, WA
Charles SchwabManager - Portfolio Consultant2003 — 2014Greater Phoenix Area
Charles SchwabRegistered Client Service Associate2000 — 2003Phoenix, Az

Skills & more

Real EstateFinancial PlanningFundraisingCapital MarketsOrganizational PerformanceCustomer SatisfactionSuccession PlanningAsset ManagementPrivate EquityBusiness DevelopmentBusiness ContinuityFinancial Markets

+8 more

Wealth ManagementAsset AllocationInvestmentsPortfolio ManagementSecuritiesMutual FundsInvestment AdvisoryInvestment Strategies

Languages Czech · English

AAMS — College for Financial Planning

From Dimitri's professional profile.

Colleagues at Caliber

Bill Gerber

Director at Caliber

Brion Crum

Director, Investor Experience & Client Relations Lead at Caliber

Chris Loeffler

CEO at Caliber

David Granucci

Sales Associate, Private Client at Caliber

Dereck Grey

Senior Vice President at Caliber

Greg James

Chief Operating Officer at Caliber

J. Alan Reid, Jr.

Director at Caliber

Jennifer Schrader

President, Co-Founder & Director at Caliber

Frequently asked questions

Who is Dimitri Uhlik?: Dimitri Uhlik manages investor relationships at Caliber, focusing on helping clients make informed decisions about investing in Caliber funds. He has around 25 years of industry experience, having previously worked as a Portfolio Manager and Financial Advisor, including roles at Charles Schwab and as Chief Operating Officer at Basilica Wealth. He holds a bachelor's degree in political science from ASU, studied at Charles University in Prague, speaks fluent Czech, and is an Accredited Asset Management Specialist (AAMS).
Where does Dimitri Uhlik work?: Dimitri Uhlik is Managing Director, Private Client at Caliber.
Where did Dimitri Uhlik go to school?: Dimitri Uhlik studied at College for Financial Planning (Accredited Asset Management Specialist, Financial Planning and Services); Arizona State University (Political Science, International Business); Charles University (Economics and Politcal Science).

Same school

Also attended College for Financial Planning5

David ArmstrongPartner, Chief Financial Officer at Augment Ventures Sandy WollmanInvestor at Westchester Angels Blair duQuesnayLead Advisor – The Preserve at Ritholtz Wealth Management JP NicolsCofounder & Managing Director at Alloy Labs Cheryl MaloneyInvestment Advisor & Certified Executor Advisor at Caldwell Securities Ltd.

Also attended Arizona State University148

Suhail DoshiFounder of Mixpanel; founder of Particle Jackson HeddyCFO at Northzone Oliver MitchellPartner at Ff Venture Capital Max AltschulerFounder & General Partner at GTMfund Jen FettermanInvestor Relations Coordinator at Stripes Gunner HardyAssociate at BOLD Longevity

+ 142 more

Also attended Charles University92

Taylor McPartland<UNKNOWN> at Pave Health Ventures Carolina Sá DuarteDirector & Head of Legal at GP Bullhound Adam SegallVice President at GP Bullhound Steven PeraltaVP, Investments at Acumen America Max PalkoPrincipal at Rockaway Ventures Kateřina HavrlantOperating Partner at Rockaway Ventures

+ 86 more

Also attended University of Arizona122

Benjamin BrockwellVenture Partner at Copper Sky Capital Tom KalinskeInvestor at Alsop Louie Partners Emily FritzePartner at The Westly Group Phil WickhamExecutive Managing Director at Sozo Ventures Laura SageDirector, Marketing & Investor Relations at Windham Capital Partners Dylan TaylorGlobal business leader, commercial astronaut, and philanthropist active in the NewSpace sector

+ 116 more

Shared employers

Also worked at Charles Schwab36

Blair ShaneInvestor at IVP (Institutional Venture Partners)Andy ChuDirector of Tax at CapitalG Susan LiangDirector, Finance at Fin Capital Brad StraderTalent Partner at A.Capital Ventures Elena GomezPresident & CFO, Toast at Operator Collective Benjamin JuniorDirector, Infrastructure Software (Bright Ventures) at Bright Pixel Capital

+ 30 more