Bill Shepherd

Chief Financial Officer

Bill is the Chief Financial Officer for SRS Acquiom. He is responsible for all major aspects of finance globally for the business, supporting the CEO, the Board of Directors, and the rest of the management team. His responsibilities include financial reporting, planning and analysis, strategy, and treasury/capital management.

Before joining SRS Acquiom Bill spent more than 30 years in a variety of roles within major financial services organizations and leading finance functions for both financial services organizations and technology startups. His most recent experiences were as CFO of Policygenius, a KKR-backed insurtech startup, and head of corporate finance for Bridgewater Associates, the world’s largest hedge fund. Before that, Bill spent 5 years as CFO of the world’s largest wealth management business at Bank of America/Merrill Lynch and 18 years at J.P. Morgan in a variety of client-facing, operating, strategy, and finance roles.

Bill sits on the Leadership Council of the Michael J. Fox Foundation and has degrees in engineering and economics from Stanford University.

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