On April 8, 2026, FactSet Research Systems Inc. announced that, effective April 13, 2026, Helen Shan, the Chief Financial Officer of the Company (?CFO?), will transition out of her position as CFO and will become eligible to receive severance benefits upon her termination of employment in accordance with the Company?s Executive Severance Plan and Ms. Shan?s equity letter agreement with the Company. On April 8, 2026, the Company announced that the board of directors of the Company appointed Joshua Warren as its CFO. Mr. Warren will commence employment with the Company on April 13, 2026 (the ?Start Date?).
Mr. Josh Warren, age 46, 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.
