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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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Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

Moneta Tops Financial Planning’s Ranking of 2025 RIA Leaders 

December 8, 2025

We’re proud to share that Financial Planning ranked Moneta No. 1 in its 2025 ...

Monthly Recap – November 2025

Monthly Recap – November 2025

December 5, 2025

November Observations AI Theme Comes Under Pressure Markets were mixed in November with the AI theme l...

Giving Tuesday: Generosity All Year

Giving Tuesday: Generosity All Year

December 1, 2025

Once you have successfully navigated through Black Friday, Small Business Saturday, and Cyber Monday, ...

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...

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