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

4612

Number of Boards

5

Birthday

1968

Age

53

Contact Data
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Relationships
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President & Director at Mercer Investments LLC

Relationship likelihood: Strong

Chief Operating Officer & Director at Mercer Investments LLC

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US Distribution Leader, Wealth Consultancy Business at Mercer LLC

Relationship likelihood: Strong

General Counsel & Secretary at Mercer Investment Consulting LLC

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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
Chief Financial & Revenue Officer
2018 - Current

FactSet Research Systems Inc. (the \"Company\" or \"FactSet\") is a global provider of integrated financial information, analytical applications and services for the investment and corporate communities. Since inception, global financial professionals have utilized the Company's content and multi-asset class solutions across each stage of the investment process. FactSet's goal is to provide a seamless user experience spanning idea generation, research, portfolio construction, trade execution, performance measurement, risk management, reporting, and portfolio analysis, in which the Company serves the front, middle, and back offices to drive productivity and improved performance. FactSet's flexible, open data and technology solutions can be implemented both across the investment portfolio lifecycle or as standalone components serving different workflows in the organization. FactSet is focused on growing the business throughout each of its three segments, the Americas, EMEA (formerly known as Europe), and Asia Pacific. The Company primarily delivers insight and information through the workflow solutions of Research, Analytics and Trading, Content and Technology Solutions (\"CTS\") and Wealth. FactSet currently serves financial professionals, which include portfolio managers, investment research professionals, investment bankers, risk and performance analysts, wealth advisors and corporate clients. FactSet provides both insights on global market trends and intelligence on companies and industries, as well as capabilities to monitor portfolio risk and performance and to execute trades. The Company combines dedicated client service with open and flexible technology offerings, such as a configurable desktop and mobile platform, comprehensive data feeds, an open marketplace and digital portals and application programming interfaces (\"APIs\"). The Company’s revenue is primarily derived from subscriptions to products and services such as workstations, analytics, enterprise data, and research management. FactSet Research Systems was founded by Howard E. Wille and Charles J. Snyder in September 1978 and is headquartered in Norwalk, CT.

Chief Financial Officer
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.

Chief Financial Officer
2014 - 2018

Mercer Consulting Group, Inc. engages in the provision of corporate strategy and human resource consulting services. The company is headquartered in Hoboken, NJ.

Boards & Committees
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, part of Marsh & McLennan Cos., Inc., is an American company located in Chicago, IL, that provides investment advice.

Public Holdings
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