ILM Partners (San Francisco, CA)
Ms. Myra Rothfeld serves as Managing Director of ILM Partners, a boutique executive search firm focused on financial services. Myra has 25 years of experience in the financial services industry and working with independent advisors. She has deep experience as a marketing executive for financial institutions including Charles Schwab, Citibank, and Shearson/American Express. Most recently at Citibank, she led the development of a new independent advisor channel to expand solutions for the bank’s high net worth clients. Prior to that, Myra was Senior Vice President, Marketing for Schwab Institutional where she was responsible for marketing, client experience and product management for the independent RIA business.
Myra holds a Bachelor’s of Science from Cornell University and earned an MBA from New York University, Stern School of Business.