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          Premier Event
          2026 Pinnacle Awards

          Join on us on Friday, January 30, as we host our highly anticipated 2026 Pinnacle Awards Luncheon.

          01/30/2026

          11:00am - 1:30pm

          Omni Boston Hotel at the Seaport

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          Read More
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          Read More
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          The Massachusetts Apprentice Network convenes employers, training providers, and talent sources interested in developing and implementing apprenticeship programs in occupations across industries and statewide in fields such as tech, advanced manufacturing, healthcare, financial services, and more.

          Read More
          Women’s Leadership Program

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          Read More
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City Awake logo

City Awake: Words of Wisdom ft. Juan Carlos Morales

February 8, 2024 5:00 pm – 7:00 pm Rosa Mexicano – Boston

Event Details

  • Join us for our first Words of Wisdom dinner of the year, featuring Juan Carlos Morales, Founder and Managing Partner of Surfside Capital Advisors LLC.
  • A prominent leader in Boston, JC’s dedication to giving back to his community is seen through his philanthropic commitment, board involvement, and business mentorship.
  • Come and be a part of this exclusive experience.

Tickets

  • Individual Ticket: $30 (Member & Non-member)
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  • Overview
  • Agenda
  • FAQs

Get Inspired. Be Empowered

With over 20 years of experience in the financial service industry, Juan Carlos (JC) Morales has a track record of overseeing trillion-dollar asset management deals, securing large-scale acquisitions, and leading global finance teams. Throughout his career, JC has worked at Fortune 500 financial companies, where he has become instrumental in creating transformative initiatives that led to the economic growth and profitability agenda of those firms.

In 2015, JC founded Surfside Capital Advisors LLC (SCA), a Boston-based strategy and financial advisory firm that helps businesses reach their full potential by designing and executing high-conviction growth and turnaround strategies. With a passion for supporting the Latino community, JC co-founded the Boston chapter of the Association of Latino Professionals for America and The Latino Equity Fund at The Boston Foundation and supports community-based organizations working to advance the socio-economic status of Latinos in Greater Boston.

He also serves as one of Governor Healey’s newly created Latino Empowerment Council members. JC has received numerous awards and recognitions. The Boston Business Journal recently named him to the Power 50: The Movement Makers list in 2023.

Join us and find inspiration from JC as you listen to his career journey and commitment to the community.

City Awake’s Words of Wisdom series brings a senior leader to a small group of young professionals for a conversation about the incredible milestones they have observed in their career. It is a space for young professionals to ask questions about the leader’s experience and learn from their journey.

ABOUT CITY AWAKE

City Awake is the Greater Boston Chamber of Commerce’s premier young professional platform that awakens and empowers the city’s next generation of thought leaders and change makers who are navigating Boston’s business, civic, and cultural communities.

Questions? Contact us.

Jessica Sanon
Jessica Sanon

Senior Program Manager

Greater Boston Chamber of Commerce

Email Jessica
James E. Rooney and Juan Carlos Morales at a City Awake Words of Wisdom networking event in Boston City Awake Words of Wisdom Networking City Awake Words of Wisdom Networking Event
James E. Rooney and Juan Carlos Morales at a City Awake Words of Wisdom networking event in Boston City Awake Words of Wisdom Networking City Awake Words of Wisdom Networking Event
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Speakers

Javier_Grevely_Headshot
Javier Grevely

Venture Capital Investor, Wellington Management

Javier is a Venture Capital investor at Wellington Management, where he invests in innovative early-stage companies. Prior to Venture investing, he worked in the…Read more
Javier is a Venture Capital investor at Wellington Management, where he invests in innovative early-stage companies. Prior to Venture investing, he worked in the firms Growth Equity fund. At Wellington, he sits on the Financial Literacy Partnership Council, and HBCU Steering Group. Javier co-founded BLCK VC’s Boston chapter, and currently serves as Co-Chair. Outside of work, Javier enjoys art, investing, philanthropy, sports and is involved with a few national organizations and foundations. Javier graduated from Florida State University with a B.S in Finance & Real Estate. He currently sits on Florida State University College of Business Board and mentors active students in the program.

See on LinkedInarrow-go
Juan Carlos (JC) Morales Headshot
Juan Carlos (JC) Morales

Founder & CEO, Surfside Capital Advisors

Juan Carlos (JC) Morales is the Founder and CEO of Surfside Capital Advisors, a Boston-based strategy and financial advisory firm that helps businesses reach their…Read more
Juan Carlos (JC) Morales is the Founder and CEO of Surfside Capital Advisors, a Boston-based strategy and financial advisory firm that helps businesses reach their full potential by designing and executing high-conviction growth and turnaround strategies. Surfside Capital combines disciplined business planning with transformation initiatives such as capital raising, buy/sell transactions and business restructuring to maximize growth and profitability.

He began his career at PricewaterhouseCoopers after graduating cum laude from the Isenberg School of Management at the University of Massachusetts at Amherst. JC spent a decade working as a financial services executive at Fortune 500 companies with a combined $4 trillion in assets under management. He served as the CEO of BNY Mellon Mexico and the CFO at TIAA Asset Management and State Street Global Advisors, where he led global teams through numerous capital and profitability initiatives.

He is a board member of the Alliance for Business Leadership, the Greater Boston Chamber of Commerce and the Mass General Brigham Corp. In 2016, former Massachusetts Governor Charlie Baker appointed him to serve on the Board of Directors of Massachusetts Development Corporation, the state’s primary economic development agency, where he continues to serve under Governor Maura Healey. He was also commissioner of Governor Baker’s Latino Advisory Commission and is a member of Governor Healey’s newly created Latino Empowerment Council. He co-founded the Boston chapter of the Association of Latino Professionals for America and The Latino Equity Fund at The Boston Foundation, which has raised more than $8 million since 2013.

In 2023, the Boston Business Journal named him to the Power 50: The Movement Makers list. In 2009, the journal recognized him as the CFO of the Year in the public company category.

He lives in Beacon Hill with his wife, Jennifer, and their two children.

See on LinkedInarrow-go

Agenda

  • 5:00 p.m. – 5:15 p.m. | Registration

    At this time, all attendees will be checked in by Chamber staff. Spend this time mingling with others; making endless connections.

  • 5:20 p.m. – 6:00 p.m. | Networking & Dinner

    Feel free to grab a plate and dig in. Food will be served throughout the event!

  • 6:00 p.m. – 7:00 p.m. | Conversation with Juan Carlos Morales

    Sit back, listen, and enjoy JC’s story. If time allows it, we will take a few questions from the audience.

FAQs

  • Is this location handicap accessible?

    Yes, Rosa Mexicano is handicap accessible. If you need any accommodations, please contact our team at [email protected].

  • Is there parking available?

    There is limited street parking available. The area has several parking garages, with the closest location at the South Boston Waterfront Transportation Center on 503 Congress St, Boston, MA 02210.

  • Is it accessible by public transportation?

    Yes, Rosa Mexicano is accessible by public transportation. The closest train station to the restaurant is South Station. You can take any silver line bus from South Station to the World Trade Center bus stop and walk for about 3 minutes.

  • What should I wear?

    We recommend dressing in business casual.

  • What should I bring?

    Bring your virtual or print business cards and a friend!

  • COVID Policy

    The Department of Health and Human Services lifted the Presidential Declaration of a National Public Health Emergency arising from the COVID-19 pandemic on May 11, 2023. Therefore, COVID-19 will no longer be considered a national health emergency. The Greater Boston Chamber of Commerce will continue to monitor trends and act accordingly based on Centers for Disease Control (CDC) guidance.

    Your health and safety remain our top priority while attending programs, events, and meetings. COVID-19 vaccinations and boosters are strongly recommended. The Greater Boston Chamber of Commerce still follows exposure guidelines recommended by the Centers for Disease Control.

    If you fell ill or learn of an exposure before an event or meeting, whether with COVID-19 symptoms or others, please stay home and contact your healthcare provider.

    *Please note -If the venue or host of the program has additional policies or protocols, we will adhere to them and notify attendees in advance.

Funders

City Awake Funders

Barr Foundation Logo
Putnam Investments

Rosa Mexicano

155 Seaport Blvd, Boston, MA 02210

Get Directions

All cancellations must be received at least three (3) business days prior to the event to avoid being charged or to receive a refund.

The Greater Boston Chamber of Commerce encourages persons with disabilities to participate, and engage fully, in its programs and events.

If you anticipate needing any type of accommodation, including but not limited to, listening devices, closed captioning, large print, wheelchair access, allergies and environmental sensitivities, or if you have any questions about the venue, event format, or virtual platform, please contact us.

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