Lenore Kallay

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 and compliance requirements. Her focus is on supporting daily client service workflows, preparing client files for financial planning meetings, and the timely processing of both custodial and planning documents. Lenore holds a B.A. in Sociology from Fairfield University.