Management ChangeApr 8, 2026, 07:11 AM
FactSet Appoints Joshua Warren as New CFO, Succeeding Helen Shan Effective April 13, 2026
AI Summary
FactSet Research Systems Inc. announced a significant leadership transition, with Helen Shan stepping down as Chief Financial Officer, effective April 13, 2026. Ms. Shan will remain with the company for a transitional period, receiving her base salary, FY 2026 bonus, and employee benefits, while being eligible for severance. Concurrently, the company appointed Joshua Warren, age 46, as the new CFO, commencing his role on the same date. Mr. Warren brings extensive financial leadership experience from his previous roles at Envestnet, Inc. and BlackRock, Inc., signaling a strategic move to bolster FactSet's financial leadership.
Key Highlights
- Helen Shan will transition out of her CFO position at FactSet Research Systems Inc. effective April 13, 2026.
- Ms. Shan is eligible to receive severance benefits in accordance with the Company’s Executive Severance Plan and her equity letter agreement.
- During a transitional employment period, Ms. Shan will receive a base salary, FY 2026 bonus, and employee benefits, but will not be eligible for new incentive awards or a FY 2027 bonus.
- Joshua Warren, age 46, has been appointed as the new Chief Financial Officer, with his employment commencing on April 13, 2026.
- Mr. Warren previously served as CFO of Envestnet, Inc. from 2023 to 2025.
- Prior to Envestnet, Mr. Warren held roles at BlackRock, Inc., including Managing Director and Global Head of Business Strategy for iShares and Index Investments (2021-2023) and Managing Director in Corporate Strategy and Development (joined BlackRock in 2015).
Price Impact
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