Terrence McCarthy Email & Phone Number
Chief Financial Officer @ CAIS Advisors
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Terrence McCarthy Location
- New York, NY, US
Terrence McCarthy Work
- 2024 -now Chief Financial Officer @
- 2025 -now Managing Director @
- 2022 -2025 Director, Fund Management @
- 2021 -2022 Vice President, Global Head of Fund Administration @
- 2019 -2021 Vice President, Product Strategy and Head of Fund Administration @
- 2018 -2019 Vice President, Product Strategy @
- 2017 -2018 Vice President, Fund Administration @
- 2016 -2016 Director, Pooled Vehicle Operations and Risk Monitoring @
- 2011 -2016 Manager of Analytics and Operations @ Larch Lane Advisors LLC
- 2008 -2011 Assistant Fund Controller @ Larch Lane Advisors LLC
- 2006 -2008 Fund Accountant @ Larch Lane Advisors LLC
- 2005 -2006 Institututional Asset Administrator @
Terrence McCarthy Education
- Pace University - Lubin School of Business
Masters of Science (Accounting)
2010-2012 - University at Albany
Bachelors of Science (Finance / Marketing)
2001-2005
Terrence McCarthy Skills
- Hedge Funds
- Alternative Investments
- Fund Of Funds
- Fund Accounting
- Investor Relations
- Operations Management
- Management
- Product Structuring
- Asset Allocation
- Finance
- Customer Service
- Project Management
- Risk Management
- Mutual Funds
- Product Strategy
- Due Diligence
- Financial Modeling
- Bloomberg
- Product Launch
- Financial Reporting
- Accounting
- Public Speaking
- Fund Administration
- Fixed Income
- Investment Strategies
- Financial Analysis
- Capital Markets
- Business Strategy
- Product Development
- Limited Partnerships
- Valuation
- Data Analysis
- Vendor Management
- Financial Services
- Equities
- Budgeting
- Internal Controls
- Contract Negotiation
- Private Equity
Terrence McCarthy Summary
- Terrence McCarthy, based in New York, NY, US, is currently a Chief Financial Officer at CAIS Advisors. Terrence McCarthy brings experience from previous roles at CAIS and Fiera Capital. Terrence McCarthy holds a 2010 - 2012 Masters of Science in Accounting @ Pace University - Lubin School of Business. With a robust skill set that includes Hedge Funds, Alternative Investments, Fund Of Funds, Fund Accounting, Investor Relations and more. Terrence McCarthy has 2 emails and 1 mobile phone numbers on RocketReach.
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Top CAIS Advisors Employees
Sarah Jiang
Managing Director
United States
Neil Blundell
Chief Investment Officer and Head of CAIS Advisors
New York, NY, US
Morgan Eifler
Head of Business and Product Development
New York, NY, US
Terrence McCarthy
Chief Financial Officer
New York, NY, US
Dave Parikh
Vice President
California, United States
Bomi Lee
Vice President, Registered Funds Counsel
Atlanta, GA, US
Jillian Taylor
Vice President
New York, NY, US
Catherine Catabran
Senior Vice President Business Development
New York, NY, US
Carson Wells
Analyst | Product Specialist
New York, NY, US
Linge Sun
Head of Portfolio Strategy and Model Portfolios
San Francisco, CA, US
Lillian Leonard
Business and Product Development Analyst
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