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Dylan Kluender

Dylan Kluender

Senior Trader at Ritholtz Wealth Management

New York, NY , United States

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

OrganizationRoleDate RangeDetails
Ritholtz Wealth ManagementSenior TraderJun 2019 to Present
Ameriprise Financial Services, Inc.ParaplannerAug 2017 to Jun 2019
Maxim GroupFinancial ConsultantJun 2015 to Apr 2016

Education

State University of New York College at Brockport

Bachelor’s Degree, History, Forensic Science

2011 2015

Skills & Expertise

Leadership
Financial Advisory
Customer Service
Strategic Planning
Wealth Management
Series 63
Investments
Series 7
Securities
Series 66
Cfa Level I Candidate June 2019

Others at Ritholtz Wealth Management (5)

NameRoleLocation
A
Alex Messer
TraderNew York, NY , United States
A
Alex Palumbo
PartnerNew York, NY , United States
Patrick Haley
Patrick Haley
Chief Trading OfficerPortsmouth, RI , United States
Sean Russo
Sean Russo
Research AssociateNew York, NY , United States
Kristopher Venne
Kristopher Venne
Managing PartnerNew York, NY , United States

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