Dennis Bielik, CFP^®, CFA, FRM^®

Background

Dennis Bielik, CFP®, CFA, FRM®, serves as the Executive Vice President at HUB Investment Partners, leading the Family Office and Institutional Advisory practice. Leveraging his extensive experience in wealth management, Dennis specializes in helping Foundations, Endowments, and Pensions navigate complex investment needs and assisting institutions in effectively managing their assets.

With a multifaceted educational background, including two undergraduate degrees and a Masters from The University of Texas at Arlington, Dennis brings a wealth of knowledge and experience to his role. His accomplishments have earned him recognition in esteemed publications such as Forbes Best-In-State Wealth Advisor 2024, Financial Times, and FA Magazine, as well as prestigious accolades like the Austin 40 under 40 for finance.

Throughout his career, Dennis has demonstrated a knack for building and expanding businesses, having previously contributed to the growth of notable firms such as Charles Schwab, TD Ameritrade, and Scottrade. Notably, he spearheaded the development of the wealth management division at HUB Investment Partners and now focuses on assembling the premier wealth management team in the nation at HUB. 

Beyond his professional endeavors, Dennis dedicates his free time to his children and pursues ongoing learning to enhance his skills and better serve his clients.