Samantha joined Round Rock Advisors in 2025. Her strong background in client service and operations, enabled Samantha to step into the role of Client Services and Data Coordinator at Round Rock. In her current position, Samantha supports the client services team by managing client documentation, processing custodial forms, and maintaining data accuracy and compliance requirements. Her focus is on supporting …

Lenore joined Round Rock Advisors in early 2025 as a Front Office Assistant. Her client service skills, organizational abilities, and retail management/customer experience have enabled Lenore to assume the role of Client Services and Data Coordinator at Round Rock. In her current role, Lenore supports the client services team by managing client documentation, processing custodial forms, and maintaining data accuracy …

Sean joined Round Rock Advisors in 2024 as part of the client services team. His strong communication skills, client service abilities and attention to detail, have enabled Sean to assume the role of Client Services Team Lead. In his current role, Sean manages a team of Round Rock professionals handling client inquiries, requests, account maintenance, reporting, and supporting the development …

Elaine has spent 23 years in the financial services industry. Her areas of focus include portfolio administration, operations, financial planning preparation, and client services. She joined Round Rock in 2023. As one of Round Rock’s Client Services Team Leads, Elaine manages a team of Round Rock professionals handling client inquiries and requests, account maintenance, reporting, and supporting the development of …