Leonina Kaltak serves as a Client Service Associate, where she is passionate about creating a welcoming and personalized experience for every client. In her role, she works closely with advisors to support all aspects of the client relationship, from onboarding and operational support to ongoing communication, helping clients feel informed, supported, and cared for every step of the way.
Leonina earned both her Bachelor’s and Master’s degrees in International Affairs from Loyola University Chicago. While completing her studies, she gained professional experience across financial services, logistics, nonprofit work, and education, building a strong foundation in communication, organization, and client support. Known for her responsiveness, attention to detail, and collaborative approach, she is dedicated to creating a smooth and dependable client experience.
Prior to joining SAGE Private Wealth, Leonina worked as a licensed insurance agent with New York Life, and a Client Services Manager at Raymond James Financial Services. She is passionate about continuing to expand her background in the financial services industry and looks forward to supporting clients through every stage of their financial journey.
Education
- Loyola University Chicago, B.S. & Master’s degrees in International Affairs
Certifications & Licenses
- Life and Health Insurance
Fun Facts
- Leonina is a passionate reader and admits to an obsession of buying a new book on a weekly basis.
- Outside of work, Leonina loves traveling, community involvement, and planning meaningful events and celebrations for friends and family.
