FactSet Executive and Leadership Team

Joshua Warren, the Chief Financial Officer at FactSet, directs the company's financial strategy and fiscal operations. Warren oversees all aspects of financial planning, reporting, and capital management, ensuring the company's financial health and sustainable growth. This critical role involves managing budgets, analyzing financial performance, and guiding investment decisions to support FactSet's mission of providing integrated financial information and analytical applications. The Chief Financial Officer's oversight extends to optimizing resource allocation across research, analytics, and trading solutions, as well as content and technology services. Joshua Warren's financial acumen is essential for driving profitability and shareholder value for the investment community FactSet serves globally. By maintaining rigorous financial discipline, Warren supports the company's expansion and operational efficiency.

Helen Shan, the Executive Vice President & Chief Financial Officer at FactSet, spearheads the company's comprehensive financial management and strategic fiscal planning. Shan directs global financial operations, including accounting, treasury, and investor relations, ensuring robust financial integrity and compliance across all markets. This executive leadership position is pivotal in guiding FactSet's financial strategy to support its integrated financial information and analytical application offerings. The Executive Vice President & Chief Financial Officer's responsibilities encompass driving revenue growth, managing expenses, and optimizing capital structure to enhance shareholder value. Helen Shan's expertise is crucial for navigating the complex financial landscape of the investment community, supporting FactSet's mission to deliver critical insights through its workflow solutions. Shan's leadership ensures financial stability and facilitates strategic investments in technology and content.

Jonathan Rogers, the Chief Information Officer at FactSet, directs the company's information technology strategy and infrastructure. Rogers oversees the development and implementation of robust IT systems that support FactSet's global operations and analytical applications. This leadership role ensures the security, scalability, and efficiency of all information resources, directly impacting the delivery of integrated financial data to clients across the Americas, Europe, the Middle East, Africa, and the Asia Pacific. By managing the technological backbone, Rogers enables seamless workflow solutions for research, analytics, and trading. The Chief Information Officer's focus includes optimizing data management and access, ensuring compliance with industry regulations, and driving innovation in IT services. Jonathan Rogers's strategic oversight is critical for maintaining FactSet's competitive edge in the financial data sector.

Bob Stolte, the Chief Technology Officer at FactSet, architects the company's technological vision and product development roadmap. Stolte leads the engineering teams responsible for creating and enhancing FactSet's suite of analytical applications and integrated financial information services. This executive position drives innovation in content and technology solutions, ensuring FactSet remains at the forefront of the financial data industry. The Chief Technology Officer's responsibilities encompass overseeing the technical architecture that supports research, analytics, and trading workflows for portfolio managers, investment banks, and asset managers worldwide. Bob Stolte's strategic direction ensures the platform's ability to deliver deep insights and actionable intelligence to financial services entities. By fostering a culture of technological excellence, Stolte empowers the company to adapt to evolving market demands and client needs across all operational regions.

Catrina Harding, the Executive Vice President & Chief People Officer at FactSet, leads the global human resources strategy and talent management initiatives. Harding oversees all aspects of employee experience, organizational development, and workforce planning, ensuring FactSet cultivates a high-performing and inclusive culture. This executive role is fundamental to supporting the company's mission by attracting, retaining, and developing the talent necessary to deliver cutting-edge financial data and analytical applications. The Executive Vice President & Chief People Officer's focus includes fostering employee engagement, implementing effective HR policies, and driving initiatives that align with FactSet's business objectives across the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Catrina Harding's leadership ensures that FactSet's people are empowered to provide exceptional service and drive innovation in research, analytics, and trading solutions.