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FactSet Appoints Former Envestnet CFO Joshua Warren as New Chief Financial Officer

Apr 08, 2026 11:36 UTC
FDS
Short term

FactSet Research Systems Inc. has announced the transition of CFO Helen Shan. Joshua Warren, a veteran of BlackRock and Envestnet, will assume the role on April 13.

  • Helen Shan stepping down as CFO
  • Joshua Warren takes over effective April 13
  • Warren's background includes CFO role at Envestnet
  • Warren previously led business strategy for iShares at BlackRock
  • FDS shares traded at $228.98 (+0.54%) pre-market

FactSet Research Systems Inc. (FDS), a leading provider of financial digital platforms and enterprise solutions, announced on Wednesday that Chief Financial Officer Helen Shan is transitioning from her role. The company has named Joshua Warren as her successor, with the appointment becoming effective on April 13. Warren is a seasoned financial and strategic leader with a deep background in capital markets, financial technology, and asset management. He most recently served as the Chief Financial Officer of Envestnet. Prior to that, he held a significant leadership role at BlackRock, where he served as the Global Head of Business Strategy for iShares and Index Investments. The transition comes as FactSet continues to evolve its suite of enterprise solutions for the financial sector. The appointment of a leader with Warren's specific experience in both fintech and large-scale asset management is expected to support the company's strategic financial goals. In response to the announcement, FactSet shares exhibited slight positive momentum. In pre-market activity on the New York Stock Exchange, FDS shares were trading at $228.98, representing a modest increase of 0.54%.

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