Juan Carlos Morales is currently a Board Member at the Greater Boston Chamber of Commerce. Prior to that, they were with Surfside Capital Advisors LLC and TIAA.
Morales started at TIAA in January 2014 as the CFO for TIAA Asset Management. In October 2014, they played a critical role in the $6 billion acquisition of Nuveen Investments - the third largest global transaction in the history of the asset management industry. Juan lead the financial aspects of the acquisition and was responsible for operationalizing a multi-boutique asset management model.
In March 2015, Morales left TIAA to join Surfside Capital Advisors LLC.
Juan Carlos Morales has a Bachelor's degree in Accounting and Finance from the University of Massachusetts Amherst. Juan also has a Bachelor of Business Administration (B.B.A.) in Accounting and Finance from the Isenberg School of Management at UMass Amherst. In addition, they are certified by the AICPA as a CPA.
Org chart
This person is not in the org chart
