Juan Carlos Morales

Juan Carlos Morales is founder and managing director at Surfside Capital Advisors, a strategic finance consulting firm primarily focused on trajectory-changing events. Previously, Mr. Morales served as a banking and asset management executive, where he served as global chief financial officer for TIAA Global Asset Management and State Street's Global Advisors, two of the world's largest investment managers. In that capacity, he led a global team with locations in Boston, London, Hong Kong, and Bangalore through numerous business transformation initiatives including acquisitions, carve outs, and restructurings. He previously served as president and CEO of BNY Mellon Mexico and CFO of BNY Mellon Wealth Management, and began his career at PricewaterhouseCoopers' financial services industry practice.

Mr. Morales has served on various boards, including Nuveen Investments, Boston Medical Center, Big Sisters Association, The Partnership Inc., and Wheelock College. 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).

A native of Puerto Rico, Mr. Morales graduated from the Isenberg School of Management at the University of Massachusetts at Amherst. He joined the MassDevelopment Board of Directors in December 2016.