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Dimitri Uhlik

Investor

Managing Director, Private Client at Caliber

Scottsdale, Arizona, United States

Find your path to Dimitri

218 people in our graph share verified history with Dimitri — schools, employers, funds. One of them is your warm intro.

Dylan TaylorunlockedDimitri: together at University of Arizona (1993)
×2Dimitri: together at University of Arizona
×3Dimitri: together at Charles University
Dimitri: together at Arizona State University

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

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

Skills & more

Real EstateFinancial PlanningFundraisingCapital MarketsOrganizational PerformanceCustomer SatisfactionSuccession PlanningAsset ManagementPrivate EquityBusiness DevelopmentBusiness ContinuityFinancial Markets
+8 moreWealth 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

Shared employers