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.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

INTV

What's behind the TCA, ETrade deal?

Deputy editor Bob Hordt talks with senior columnist Jeff Benjamin about what each party in the recent acquisition stands to gain by joining forces.

Latest news & opinion

Cambridge Investment Research bags mid-sized broker-dealer

Broker Dealer Financial Services, an IBD with 150 reps and advisers, and $3.5 billion in assets, will become a Cambridge OSJ.

HighTower on prowl for new CEO, Weissbluth to become chairman

Move is latest in Chicago-based RIA consolidator's effort to expand senior leadership team.

What's in a name? For TCA by ETrade, everything

Trust Company of America is gone, and there's big buzz over the name change. But turning the custodian into an industry powerhouse will take a lot longer — if it happens at all.

When it comes to regulating AI in financial services, murky waters are ahead

Laws are unclear on how the technology fits in with compliance.

As Ameriprise case shows, firms on hook when brokers go bad ​

The SEC will collect $4.5 million from the brokerage firm for failing to supervise brokers who were ripping off clients.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print