Terrence McCarthy in

Terrence McCarthy

Go-getter · DISC type d
Managing Director at CAIS
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
9 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Terrence shows up

Direct & Candid
Challenger
Decisive

They care equally about the product and its potential impact. They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Terrence cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2025
Managing Director
CAIS
9-2022 - 1-2025
Director, Fund Management
CAIS
3-2021 - 9-2022
Vice President, Global Head of Fund Administration
Fiera Capital
4-2019 - 3-2021
Vice President, Product Strategy and Head of Fund Administration
Fiera Capital
4-2018 - 4-2019
Vice President, Product Strategy
Fiera Capital
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2012
Masters of Science
Pace University - Lubin School of Business
2001 - 2005
Bachelors of Science
University at Albany
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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