MassDevelopment
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.
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MassDevelopment
MassDevelopment, the state’s finance and development agency, works with businesses, nonprofits, financial institutions, and communities to stimulate economic growth across the Commonwealth. Through these collaborations they help create jobs, increase the number of housing units, revitalize urban environments, and address factors limiting economic growth including transportation, energy, and infrastructure deficiencies.