FactSet a global financial digital platform and enterprise solutions provider, announced that Joshua B. Warren has been appointed Chief Financial Officer, effective April 13, 2026. He will succeed Helen Shan, who is transitioning from her position.
Josh Warren is a seasoned financial and strategic leader with deep experience across asset management, financial technology and capital markets. Warren most recently 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 investor engagement, delivering significant shareholder value. Previously, he served as Global Head of Business Strategy for iShares and Index Investments at BlackRock, and prior to that, he was the Managing Director in BlackRock’s Corporate Strategy and Development team. Warren also held roles at Barclays Capital; Foros Group; the United States Department of the Treasury; and Skadden, Arps, Slate, Meagher & Flom LLP. Warren holds a J.D. from the 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.”
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“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.
SOURCE: Globenewswire
