Juan Carlos Morales

Managing Director, Surfside Capital Advisors

Juan Carlos Morales is founder and managing director of Surfside Capital Advisors LLC (SCA), a
business finance 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
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. He was recognized by the Boston
Business Journal 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
MassDevelopment (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. Mr. Morales other Board responsibilities have included Nuveen
Investments, Eastern Bank, 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).