VICE PRESIDENT | WEALTH DEVELOPMENT
Dimitri Uhlik has joined the Sales Team at Caliber as the Vice President of Wealth Development. He manages investor relationships and ensures that they make well-informed decisions when investing in Caliber funds. With 25 years of industry experience, Dimitri brings a wealth of knowledge and expertise to the company.
Prior to joining Caliber, Dimitri worked as Portfolio manager and Financial Advisor for various companies and private wealth investors in the industry, including Charles Schwab and Chief Operating Officer at Basilica Wealth in the Pacific Northwest. He has a strong background in wealth development, portfolio management, financial planning and is very passionate about helping clients achieve their financial goals.
Dimitri received a bachelor’s degree in political science from ASU, lived and studied at Charles University in Prague, Czech rep., speaks fluent Czech and is an Accredited Asset Management Specialist (AAMS).
Outside of work, Dimitri spends time with his family playing hockey with his son or watching his daughter competitively swim at the Scottsdale Aquatics Club.
Dimitri Uhlik is a registered representative with Tobin & Company Securities LLC – Member FINRA/SIPC.
C: 480.455.6480 | O: 480.295.7600 | Dimitri.Uhlik@CaliberFunds.co