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FactSet Research Systems Inc. has appointed Joshua B. Warren as Chief Financial Officer effective April 13, 2026, succeeding Helen Shan. Warren brings extensive experience from Envestnet, BlackRock, and other leading financial institutions.
FactSet (NYSE: FDS) has announced the appointment of Joshua B. Warren as its new Chief Financial Officer, effective April 13, 2026. Warren will succeed Helen Shan, who is transitioning from the position.
Josh Warren is a seasoned financial and strategic leader with significant experience across asset management, financial technology, and capital markets. Most recently, he served as Chief Financial Officer of Envestnet, where he led a comprehensive transformation of the company’s finance and operating functions, strengthened performance management, and enhanced investor engagement, delivering notable shareholder value. Prior to Envestnet, Warren held key roles at BlackRock, including Global Head of Business Strategy for iShares and Index Investments, as well as Managing Director in the Corporate Strategy and Development team. His earlier career includes positions at Barclays Capital, Foros Group, the United States Department of the Treasury, and Skadden, Arps, Slate, Meagher & Flom LLP. He holds a J.D. from New York University School of Law and a B.A. from Dartmouth College.
“We are excited to welcome Josh as FactSet’s next CFO,” said Sanoke Viswanathan, Chief Executive Officer of FactSet. “Josh brings a rare combination of strategic perspective, financial discipline, and operational execution. He has a proven ability to lead through complexity, accelerate performance, and drive meaningful value creation. His experience across asset management and financial technology, along with his track record of delivering results, makes him exceptionally well positioned to help us execute our strategy and deliver for our clients and shareholders.”
“As FactSet and its clients embark on a new chapter at the intersection of data, technology, and AI, the fundamentals are already strong. The company has spent years building trusted data and relationships, and I am excited to work with the team to build on that foundation to accelerate growth and drive results for all our stakeholders,” said Warren.
Viswanathan continued, “On behalf of our entire team, I want to thank Helen for her partnership and significant contributions to FactSet. Over the past several months, Helen has played an important role in ensuring continuity and supporting a smooth transition following my joining the company. She has been an integral member of our executive team, helping position FactSet as an industry leader. As CFO, she advanced the company’s financial processes and infrastructure, including disciplined value-based pricing and the transformation of financial systems, and we are well placed to build on that progress as we move forward.”
“It has been a privilege to have served as both Chief Financial Officer and Chief Revenue Officer at FactSet. I am proud of what we have accomplished and have full confidence in the team. I look forward to enabling a smooth transition to Josh,” said Helen Shan.
Shan’s departure is not the result of any disagreement with the company regarding its accounting practices, financial statements or financial condition, or any of the company's related disclosures.
This leadership change strengthens FactSet’s executive team as the company continues to advance its position as a leading provider of financial data, analytics, and technology solutions in an increasingly AI-driven environment.
About FactSet
FactSet supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, offices in 19 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 9,000 global clients and over 240,000 individual users, FactSet is a member of the S&P 500 dedicated to innovation and long-term client success.
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