Helen L. Shan

Chief Financial & Revenue Officer at FactSet Research Systems, Inc.

Helen L. Shan

Helen L. Shan

Chief Financial & Revenue Officer at FactSet Research Systems, Inc.

Overview
Career Highlights

FactSet Research Systems, Inc.
Mercer Investments LLC
Mercer Consulting Group, Inc.

RelSci Relationships

4593

Number of Boards

5

Birthday

1968

Age

53

Contact Data
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Relationships
RelSci Relationships are individuals Helen L. Shan likely has professional access to. A relationship does not necessarily indicate a personal connection.

President & Director at Mercer Investments LLC

Relationship likelihood: Strong

Chief Operating Officer & Director at Mercer Investments LLC

Relationship likelihood: Strong

US Distribution Leader, Wealth Consultancy Business at Mercer LLC

Relationship likelihood: Strong

General Counsel & Secretary at Mercer Investment Consulting LLC

Relationship likelihood: Strong

Head of Affiliate Development & Business Strategy at Sun Life Capital Management (Canada), Inc.

Relationship likelihood: Strong

President & Group Executive, Investments at Mercer Investments (Australia) Limited

Relationship likelihood: Strong

Former Treasurer & Vice President at Henry Schein, Inc.

Relationship likelihood: Strong

Executive Vice President & Chief Financial Officer at Pitney Bowes Long Term Disability Plan

Relationship likelihood: Strong

Chief Legal Officer at Cambridge Associates LLC

Relationship likelihood: Strong

Senior Partner at Mercer Investments LLC

Relationship likelihood: Strong

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Helen L. Shan
Chief Financial & Revenue Officer at FactSet Research Systems, Inc.
Education
Undergraduate Degree
Class of 1989

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

Undergraduate Degree

The School of Engineering and Applied Science, also known as SEAS, is one of the four undergraduate schools of the University of Pennsylvania. The School offers programs that emphasize hands-on study of engineering fundamentals (with an offering of approximately 300 courses) while encouraging students to leverage the educational offerings of the broader University. Engineering students can also take advantage of research opportunities through interactions with Penn’s School of Medicine, School of Arts and Sciences and the Wharton School. The School of Engineering and Applied Science offers bachelors, masters and PhD degree programs in contemporary fields of engineering study.

Samuel Curtis Johnson Graduate School of Management is the graduate business school of Cornell University, a private Ivy League university located in Ithaca, New York. It was founded in 1946 and renamed in 1984 after Samuel Curtis Johnson, founder of S.C. Johnson & Son, following his family's $20 million endowment gift to the school in his honor—at the time, the largest gift to any business school in the world. The school is housed in Sage Hall and supports 59 full-time faculty members. There are about 600 Master of Business Administration (MBA) students in the full-time two-year and Accelerated MBA programs and 375 Executive MBA students. The school counts over 11,000 alumni and publishes the academic journal Administrative Science Quarterly.

Career History
Treasurer & Vice President
2005 - 2013

Pitney Bowes is a leading provider of customer communication technologies. A $5.3 billion company with 29,000 employees, we serve both large corporations and small-to-medium-sized businesses in more than 100 countries. Our software, equipment and services help businesses communicate more effectively in today’s multi-channel environment, so they can build long-term customer relationships and drive profitable growth.

Managing Director-Diversified Industries
Prior

J.P. Morgan Securities offers a broad array of investment products and the world’s leading investment managers. These expansive resources—the best people and products in the industry coupled with a Financial Advisor who is directly involved in the investment process—are the true benefits of working with it.

Treasurer & Vice President
2013 - 2014

Marsh & McLennan Cos., Inc. is a professional services firm, which offers clients advice and solutions in risk, strategy and people. It operates through the following business segments: Risk & Insurance Services, and Consulting. The Risk and Insurance Services segment includes risk management activities, as well as insurance and reinsurance broking and services. The Company conducts business in this segment through Marsh and Guy Carpenter. The Consulting segment includes health, wealth & career services & products, specialized management, economic and brand consulting services. The firm conducts business in this segment through Mercer and Oliver Wyman Group. Marsh & McLennan Cos was founded by Henry W. Marsh and Donald R. McLennan in 1871 and is headquartered in New York, NY.

Boards & Committees
Member, Board of Directors
2018 - Current

EPAM Systems, Inc. engages in the provision of software product development and digital platform engineering services. It operates through the following geographical segments: North America, Europe, and Russia. The company was founded by Leonid Lozner and Arkadiy Dobkin in 1993 and is headquartered in Newtown, PA.

Member, Board of Directors
2013 - Current

MIM believes that a sustainable investment approach is more likely to create and preserve long-term investment capital. The firm’s multi-manager approach is typically implemented through the use of proprietary multi-manager investment vehicles, including registered investment companies, common, collective, and group trust funds, and private investment funds, including private equity and hedge fund-of-funds. To seek desired diversification and risk characteristics, their investment strategies employ unaffiliated third party investment managers, typically multiple subadvisors in a single strategy. The decision to invest client assets in pooled investment vehicles (including affiliated funds) or separate accounts is based on a number of factors, including the client’s investment strategy, objectives, restrictions, size, subadvisor minimum asset size requirements for separate accounts, and available assets and cash.

Member, Board of Directors
2013 - Current

Mercer Investment Consulting LLC, a subsidiary of Marsh & McLennan Cos., Inc., is an American company located in Chicago, IL, that provides investment advice.

Public Holdings
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