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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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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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