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Dylan Schleider

Client Service Manager

Dylan grew up in Montauk on Long Island, New York, and studied economics, math, and computer science at Boston College and abroad, in Milan, Italy, before taking a role in the insurance industry. While she enjoyed helping people identify, plan for, and manage their insurance needs, she was eager to provide more comprehensive financial planning beyond insurance. That desire brought her to the Hiett Walsh team at Moneta. 

Dylan brings a contagious enthusiasm to her volunteerism with organizations that support individuals with Angelman’s Syndrome and Autism, as well organizations championing other causes (think nature clean-ups, and homeless shelters). Her favorite outdoor activities include camping, skiing, softball, and walking the trails with her dogs Cooper and Coco.

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Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

Sustainable, Scalable Growth Without Private Equity: How Moneta’s CEO Sees the Next Mile for RIAs 

November 20, 2025

What does it take to scale a wealth management firm without sacrificing independence or cult...

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast

November 10, 2025

We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...

Monthly Recap – October 2025

Monthly Recap – October 2025

November 5, 2025

October Observations Still Climbing Global equities extended their rally in October, with the MSCI ACW...

Addressing Hunger

Addressing Hunger

November 3, 2025

by Deb Dubin, Chief Philanthropy Officer This week, 42 million Americans lost access to vital fed...

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