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About
Dylan Kluender is a Senior Trader at Ritholtz Wealth Management, based in New York, NY, where he is responsible for the execution and oversight of client portfolio trades, trading operations, and assisting with investment implementation strategies. At Ritholtz, he focuses on global equities, fixed income, ETFs, and mutual funds, supporting the firm's diversified, evidence-based investment approach and collaborating with advisors and portfolio managers to help clients achieve long-term financial objectives.
Before joining Ritholtz Wealth Management in 2019, Dylan gained experience as a Paraplanner at Ameriprise Financial Services, Inc., where he contributed to financial planning processes, and as a Financial Consultant at Maxim Group, where he developed foundational skills in investment consulting and client service. These roles provided a broad base in financial advising and operational support across the wealth management sector.
Dylan earned his Bachelor’s Degree in History and Forensic Science from the State University of New York College at Brockport. His expertise spans the processes of portfolio construction, trade execution, and client communication, and he is recognized for his dedication to building sustainable investment plans tailored to individual goals.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ritholtz Wealth Management | Senior Trader | Jun 2019 to Present | — |
| Ameriprise Financial Services, Inc. | Paraplanner | Aug 2017 to Jun 2019 | — |
| Maxim Group | Financial Consultant | Jun 2015 to Apr 2016 | — |
Education
State University of New York College at Brockport
Bachelor’s Degree, History, Forensic Science
2011 — 2015
Skills & Expertise
Others at Ritholtz Wealth Management (5)
| Name | Role | Location |
|---|---|---|
A Alex Messer | Trader | New York, NY , United States |
A Alex Palumbo | Partner | New York, NY , United States |
| Chief Trading Officer | Portsmouth, RI , United States | |
| Research Associate | New York, NY , United States | |
| Managing Partner | New York, NY , United States |
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