Josh Warren is the Chief Financial Officer (CFO) at Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions. Prior to joining Envestnet, Warren held the position of Managing Director and Global Head of Business Strategy for iShares and Index Investments at BlackRock, where he managed a portfolio worth $4.9 trillion.
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Who is the CFO of Envestnet?
Joshua B. Warren, the current Chief Financial Officer (CFO) at Envestnet, has an extensive background in finance and strategic planning. Before joining Envestnet, he served as Managing Director and Global Head of Business Strategy for iShares and Index Investments at BlackRock, where he managed a portfolio worth $4.9 trillion.
Warren's career progression also includes roles at Barclays, Foros Group, the United States Department of the Treasury, Skadden, Arps, Slate, Meagher & Flom LLP, and working for former Senator John Kerry. He has been a member of the Board of Directors and the Audit & Risk Committee of iCapital since 2019. Warren holds the CFA charter and the Chartered Alternative Investment Analyst designation, and he is a graduate of Dartmouth College and NYU Law School.
Work History
- Envestnet, Inc - Chief Financial Officer (2023-present)
- iCapital - Member Board Of Directors (2019-2023)
- BlackRock - Managing Director and Global Head of Business Strategy, iShares and Index Investments (2015-2023)
- Barclays Investment Bank - Vice President (2014-2015)
- Foros - Associate (2011-2014)
- US Department of the Treasury - Financial Analyst, Investment Manager (Office of Financial Institutions) (2010-2011)
- Skadden, Arps, Slate, Meagher & Flom LLP - Associate (2008-2010)
Education History
Josh Warren's educational background includes a Bachelor of Arts (B.A.) degree in Philosophy and History from Dartmouth College, which he obtained between 1998 and 2002. He later pursued a Juris Doctor (J.D.) degree at the prestigious New York University School of Law, completing his studies between 2005 and 2008. This strong foundation in both liberal arts and law has contributed to Warren's success in the financial services industry.
When did Josh Warren join Envestnet?
Josh Warren joined Envestnet as the Chief Financial Officer (CFO) on November 15, 2023, succeeding Peter H. D'Arrigo, who held the position since 2008. As of now, Warren has been with Envestnet for a relatively short period. His responsibilities at the company include managing internal financial controls and budgets, overseeing capital investment requirements, fostering relationships with financing sources, and leading strategic initiatives like mergers and acquisitions.