Juan Carlos Morales is the founder and Managing Partner of Surfside Capital Advisors LLC (SCA), an advisory firm with offices in Boston and Zurich. SCA helps businesses design and execute high-conviction growth strategies by combining disciplined planning with “trajectory changing events” such as capital raising, buy/sell transactions, restructurings, and other transformation initiatives.
Previously, Mr. Morales served as a Fortune 500 financial services executive, where he served as the global chief financial officer for investment management firms with over $4 trillion in assets under management. In that capacity, he was the key financial architect behind the firms’ growth and profitability agenda and led global teams through numerous transformation initiatives, including acquisitions, divestitures, and restructurings. The Boston Business Journal recognized him as ‘CFO of the Year” in 2009.
Mr. Morales began his career at PricewaterhouseCoopers after graduating cum laude from the Isenberg School of Management at the University of Massachusetts at Amherst. He is a first-time passer of the National Uniform CPA examination.
In 2016 he was appointed by Governor Baker to serve on the Board of Directors of Massachusetts Development Corporation (MassDev). MassDev is the state of Massachusetts’s economic development agency, stimulating business and driving growth by originating over $4 billion in capital transactions every year. He serves on the executive committee of the Board of the Alliance for Business Leadership as well as on the Boards of Eastern Bank and the Greater Boston Chamber of Commerce. He is the co-founder of The Latino Legacy Fund at The Boston Foundation and the Boston Chapter of the Association of Latino Professionals for America (ALPFA).
In the Press:
Juan Carlos Morales: A Shephard of Strategic Growth [Color Magazine]
A world of advice: Juan Carlos Morales talks leadership, Latinx and his dream job [Boston Business Journal]