Fisher Investments Capabilities, by William Shepherd
An Introduction to the Private Client Group
Serving the Investment Needs of Financially Successful Individuals
Woodside, California Of ce
Bill Shepherd is an experienced financial professional who has been with Fisher Investments since 2006. Based
in Denver, Bill works with private clients in Colorado, Oklahoma and throughout the Midwest.
Bill Shepherd has over 18 years of experience in the global financial services industry. Originally from Boston,
Bill earned his degree in Finance in Philadelphia before helping establish an international wealth management
firm in Frankfurt, Germany. Bill helped expand the business throughout Europe and ultimately Asia. He and
his family relocated to Singapore so Bill could continue travelling and building the business there. Bill then
returned to the United States and began working for Fisher Investments in Oklahoma before settling in Denver
with his family. Bill enjoys skiing, cycling and hiking.
Bill can review and evaluate your current financial situation, discuss your investment goals and objectives, and
explain Fisher Investments’ approach to investing. Bill can also provide several informative resources.