FactSet Names Joshua Warren as CFO Effective April 13, 2026
Joshua B. Warren will become FactSet’s CFO on April 13, 2026, replacing Helen Shan. Warren joins from Envestnet, where he led a finance transformation and performance improvement after senior roles at BlackRock and other institutions.
1. CFO Appointment
FactSet has appointed Joshua B. Warren as Chief Financial Officer, effective April 13, 2026. He will succeed Helen Shan, who will transition out of the CFO role after ensuring a seamless handover.
2. Former CFO Contributions
During her tenure, Helen Shan advanced disciplined value-based pricing and oversaw the transformation of FactSet’s financial infrastructure. Her leadership strengthened performance management and supported the company’s strategic growth initiatives.
3. Warren’s Track Record
Warren most recently served as CFO of Envestnet, driving a comprehensive overhaul of finance and operating functions that enhanced investor engagement. He previously held senior roles at BlackRock, Barclays Capital, Foros Group, the U.S. Treasury, and Skadden.
4. Outlook and Strategic Impact
With deep experience in asset management, financial technology and capital markets, Warren is expected to accelerate FactSet’s data and AI-driven growth strategy. His operational and strategic expertise aims to deliver value creation for clients and shareholders.