San Diego duo managing $156 million joins Ameriprise

Stephanie Karpow and Robert Lester come from two years at MSI Financial Services

Aug 24, 2017 @ 3:51 pm

By Investment News

Stephanie Karpow and Robert Lester, who managed $156 million in assets at MSI Financial Services in San Diego, Calif., have joined the employee unit of Ameriprise.

Ms. Karpow started her securities career in 2009 at New England Securities and moved to MSI in 2015. At Ameriprise, she will hold the title of financial adviser.

The more veteran Mr. Lester, who will hold the title of financial adviser and managing director, began at Phoenix Equity Planning in 1980, switching to Washington National Equity in 1984. He joined Guardian Investor Services in 1989, Sentra Securities in 1991 and SunAmerica Securities in 1996. Like Ms. Karpow, he was with New England Securities, from 1998 through 2015, before joining MSI.

In an unrelated move, Katherine Kicklighter, who managed $109 million at J.J.B. Hilliard, W.L. Lyons in Louisville, Ky., also has joined Ameriprise as a financial adviser and vice president.

Ms. Kicklighter began her securities career at J.C. Bradford in 1996, moved to UBS in 2000 and joined Hilliard Lyons in 2003.


What do you think?

View comments

Recommended for you

Featured video


How to explain risk to a client

Most investors know investing involves risks as well as rewards and that the higher the risk, the greater the potential reward. But there are different types of risk and some are easier to understand than others, says Kendrick Wakeman of FinMason.

Latest news & opinion

Broker protocol for recruiting a boon for clients

New research finds advisers whose firms have joined the agreement take better care of customers.

Meet our 2017 Women to Watch

Introducing 20 female financial advisers and industry executives who are distinguished leaders, advancing the business of providing advice through their creativity and hard work.

Raymond James executives call on industry to keep broker protocol

Also ask firms to pay for the administration of the protocol to 'ensure its longevity and relevance.'

Senate committee approves tax plan but full passage not assured

Several Republican senators expressed reservations about the bill, and the GOP cannot afford too many defections.

House passes tax bill, focus turns to Senate

Tax reform legislation expected to have more of a challenge in upper chamber.


Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print