Juan Carlos (JC) Morales shares his unique perspective on the world of finance and how he has dedicated his career to strengthening and empowering the Latino community as the founder and CEO of Surfside Capital Advisors. He has led innovative financial strategies for companies in Boston and beyond and has been a key architect of initiatives that positively impact Latinos.

From his prominent roles in Fortune 500 companies to his tenure as CEO of BNY Mellon Mexico and CFO at TIAA Asset Management and State Street Global Advisors, JC has shown unwavering commitment to the inclusion and economic advancement of Latino communities. His influence extends beyond corporate boundaries: as a co-founder of the Boston chapter of the Association of Latino Professionals for America (ALPFA) and creator of the Latino Equity Fund at The Boston Foundation, he has raised over $8 million to support Latino causes since 2013.

His story inspires everyone to strive for financial freedom and to use their resources for collective well-being. Don't miss his inspiring journey in our latest episode, available now on Spotify! 🎧✨