Policygenius Hires Shepherd as Chief Financial Officer

February 19, 2021

Policygenius has hired Bill Shepherd as the company’s chief financial officer.

In this role, Shepherd will oversee all of the company’s finance-related functions including accounting, corporate finance, corporate and business development, financial planning and analysis, taxes and investor relations.

Shepherd brings nearly 30 years of financial services experience to Policygenius. Most recently, he was the head of corporate finance at Bridgewater Associates, where he was responsible for corporate finance, tax and shareholder services and worked on matters including the evolution of Bridgewater’s ownership.

Prior to that, Shepherd served as chief financial officer for the Global Wealth and Investment Management business at Bank of America, where he was responsible for all aspects of finance for the business, supporting the co-chief operating officer of Bank of America.

Previously, Shepherd spent 18 years at J.P. Morgan, where he served in a variety of leadership roles, including as head of strategy and development for J.P. Morgan’s Asset and Wealth Management business, chief financial officer of J.P. Morgan’s Private Wealth Management group and national director of a newly formed business unit that was a predecessor to Chase Private Client.

Shepherd also served as vice president of mergers and acquisitions at J.P. Morgan, where he worked with clients across a range of industries in both New York and San Francisco and helped to found a West Coast mergers and acquisitions group for the firm.

Policygenius is an online insurance marketplace, with headquarters in New York City and Durham, North Carolina.

Source: Policygenius

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