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Dylan Schleider

Senior 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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Monthly Recap – July 2026

Monthly Recap – July 2026

August 12, 2026

July Observations Markets Catch a Summer Downdraft Markets faced pressure in July after a recent run o...

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

Macroeconomic and Market Chat with PIMCO’s Tiffany Wilding

August 12, 2026

Moneta recently hosted a macroeconomic and markets discussion with Tiffany Wilding, managing director ...

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

Why Most UHNW Families Have the Right Trusts and the Wrong Mix

August 11, 2026

By Benjamin Trujillo and Elizabeth Sheehan  For most ultra-high net worth (UHNW) families, the questio...

How to Build a Philanthropic Mission Statement That Reflects Your Focus

How to Build a Philanthropic Mission Statement That Reflects Your Focus

July 20, 2026

Creating a Purposeful and Purpose-filled Philanthropy Practice | Part 2 of 3 As you consider the ways ...

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