Caring about what matters to you and your business is our business. Our team has a unique combination of executive management, financial transaction and strategic advisory experience that together enable us to take on our clients’ toughest challenges. As an essential partner, we’re committed to delivering outcomes through honesty, skill and hard work. Meet our team:
Juan Carlos Morales, Managing Partner
Juan Carlos Morales is the founder and Managing Partner of Surfside Capital Advisors LLC (SCA), an 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 the 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. The Boston Business Journal recognized him 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 Massachusetts Development Corporation (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. He serves on the executive committee of the Board of the Alliance for Business Leadership as well as on the Boards of Eastern Bank and the Greater Boston Chamber of Commerce. 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).
In the Press:
- Juan Carlos Morales: A Shephard of Strategic Growth [Color Magazine]
- A world of advice: Juan Carlos Morales talks leadership, Latinx and his dream job [Boston Business Journal]
Christopher P. McGeown, Partner
Christopher McGeown is a strategic financial leader with over 30 years of experience in business and finance, driving organizations to optimum results. Christopher most recently served as Senior Vice President and Chief Financial Officer for TIAA Institutional businesses including Defined Contribution, Defined Benefit, Endowments & Foundations Businesses. He transformed the finance support model, streamlined the strategic planning process, and re-vamped the go-to-market pricing strategy for the Institutional Business. He is leader in building financially sound, executable strategies for sustainable growth and efficient operations.
Prior to TIAA, Christopher spent 20 years with Fidelity Investments. He was the Senior Vice President running the Defined Contribution Investment Only Business where he utilized a data and analytic approach to market segmentation, yielding $15B in Gross Sales over a three-year span. Before running the Investment Only Business for Fidelity, Christopher was the Chief Financial Officer for Fidelity’s Institutional Retirement Business. He led the transition to a more efficient & effective operating model and consistently delivered cutting-edge actionable analysis for business execution. He is considered an expert at connecting strategy with financials across all aspects of a business/product/customer life-cycle. Prior to being CFO for Fidelity’s Retirement Business, Christopher was Chief Financial Officer for Fidelity’s Institutional Tax-Exempt Business, as well as having lead Business Planning & Strategy for Fidelity’s Personal Investment & Brokerage Group.
Christopher started his career with the General Electric Company, where he graduated from GE’s Financial Management Program and worked in a variety of manufacturing finance roles in GE’s Power Generation and Aircraft Engines Businesses.
He was a Board Member for the TIAA Life Insurance Company. He is a graduate of the Questrom School of Management at Boston University.
Marcela Aldaz, Partner, Talent Management Solutions
Marcela Aldaz is a Human Resources executive with more than 20 years of experience in talent and operations management, including diversity and inclusion programs.
Marcela has collaborated with business leaders in implementing transformative human capital initiatives that directly impact core business strategies. Her expertise includes organizational design and values-based performance management.
She was the inaugural Director of the Office of Diversity & Inclusion for Partners HealthCare, on of the largest employer in Massachusetts. While at Partners, she co-developed the company’s talent acquisition strategy, created effective sourcing, recruiting, on-boarding, and training solutions and was instrumental in driving a diverse and inclusive corporate culture.
Marcela is a member of ALPFA’s National Board of Directors, Co-chair of the Hispanic Scholarship Fund Advisory Committee and a Trustee of the New England College of Business. In 2018, she was recognized as one of the Top 100 Executive & Emerging Leaders in the USA by Diversity MBA Magazine.
Marcela earned an MBA from Simmons University School of Management and has an undergraduate degree in Business Administration from ICESI University in Colombia.
Luis J. Román, Ph.D, Partner
Luis is a senior executive with over fifteen years of professional experience in quantitative finance and investment management. His professional experience include serving in various Fortune 500 investment management firms, most notably as U.S Head of Multi Asset Investment Risk at Columbia Threadneedle Investments and Global Head of Fixed Income and Cash Investment Risk at State Street Global Advisors.
In those roles, he was responsible for the oversight of large-scale investment strategies and developed and implemented risk management frameworks to quantify, analyze, and monitor investment risks, including scenario modeling and capital stress testing under various economic conditions.
Before joining the financial sector, Luis held professorships positions at Worcester Polytechnic Institute and the University of California in Irvine.
He earned a master’s degree in applied mathematics from the University of Chicago and a doctorate degree in applied mathematics from the University of Minnesota.
Richard Cole, Partner
Prior to joining Surfside Capital, Richard Cole was Managing Director, Global Head of Financial Planning & Analysis at Nuveen Investments, the Asset Management business of TIAA. At Nuveen, he directed all financial planning and analysis activities for this $938 billion asset manager. Rich was the lead finance manager responsible for the transformational synergies as a part of TIAA’s purchase of Nuveen Investments. He was also the key financial leader in the development and evaluation of the firms’ strategic growth agenda, plans and analysis. Earlier in his career, Rich gained extensive experience in all areas of corporate finance, strategy, M&A, profitability analytics and measurement, pricing models as well as governance, with State Street Global Advisors, Old Mutual Asset Management and Bank of New York Asset Management.
Rich holds a bachelor’s degree in Finance from University of Massachusetts, Dartmouth. He has completed additional training including project management, effective leadership, team development, continuous improvement and is White Belt Lean Six Sigma certified.
Teddy Joyce, Partner
Teddy’s professional experience includes more than fifteen years working as an advisor in the Mergers & Acquisitions and Investment Management practices for both PricewaterhouseCoopers and Deloitte, where he advised Private Equity, Venture Capital and small business clients on tax, legal, and buy/sell transactions. He is a tax attorney and real estate broker and is an adjunct professor and visiting lecturer at the Universite de Paris 1 (La Sorbonne), Neoma Business School and Florida International University, where he teaches International Mergers & Acquisitions, International Business Law, and Value-Added Tax amongst other courses.
Teddy was born in Bangor, Maine and grew up in the Republic of Panama. He holds a B.A. in International Affairs from the University of Colorado, a law degree from the Whittier Law School at the University of Maine , and an LL.M. in Taxation from Boston University School of Law.
Karina Chavez, Partner
Karina Chavez has over 12 years of experience servicing a variety of S&P 500 clients on capital markets and accounting advisory. Karina began her career with PwC in 2004 in the New York Metro area providing assurance services to consumer industrial and services companies, including hospital and government funds. In 2006, Karina joined the Capital Market Accounting & Advisory Service of PwC, where she focused pre/post close due diligence, carve-outs, conversions, business combinations, IPOs and worked on international deals in Latin America and Europe. In 2013, Karina joined the PwC Deals practice in Zurich, Switzerland focusing on supporting multinational clients with SEC reporting, purchase price accounting, push down accounting, and various technical accounting issues under US GAAP and SEC reporting. In 2015 Karina took the role of EMEA Director of Accounting and Tax for Restaurant Brand International, where she managed all the accounting process, statutory requirements, global reporting and tax compliance for the entire EMEA region.
Karina is a Certified Public Accountant in the state of New York and received her Bachelor of Science in Accounting and Economics from the Queens College of the City University of New York. Karina has served on diversity programs, including co-chair of the NY TS Women’s Committee and co-chair of the NY membership committee of the Association of Latino Professionals in Finance and Accounting (ALPFA).
Marcela Danesh, Partner
Marcela has over 20 years of experience in auditing, budget & planning, costs, tax, and accounting within For-Profit and Not-for-Profit organizations including international experience with a Fortune 500 Company, Colgate Palmolive. And most recently, working as an independent Finance Consultant serving a variety of clients across industry sectors ranging from real estate development, software distribution, and education.
Marcela’s deep expertise spans assets of all classes, in her practice she oversees all accounting operations, preparation and analysis of financial statements; budgets, forecast, and variance analysis; managing audits schedules, and providing recommendations and strategies on all strategic and tactical matters, as they relate to budget management, cost benefit analysis, forecasting needs and the securing of new funding.
Marcela graduated Magna Cum Laude with a Masters of Business Administration from Babson College’s Olin School of Management, she earned her Business Administration and Finance degree from Universidad ICESI (Cali – Colombia). Marcela is an avid volunteer and serves on the Board of Directors of NEACOL (New England Association for Colombian Children), on the Finance Committee of the GSEMA (Girl Scouts of Eastern Massachusetts), and on the Steering Committee of “Nuestra Voz: Amplifying Latino Power, Influence, and Impact.” She has also served on other non-for-profit organizations such as “School the World,” “FriendshipWorks,” and “ALPFA Boston.”
Patti MacKay, Transaction Advisory Services
Patti has over 20 years of experience with demonstrated success leading merger and acquisition integrations and business readiness strategy with advanced operational accounting, finance, business process optimization, and system implementation experience. Highly skilled at developing relationships with and bringing alignment to multiple cross-functional teams in a complex global environment, developing and managing multi-workstream project plans, proactively identifying project risks and driving effective mitigation plans to closure, and streamlining program methodology to optimize project efficiency.
Teri L. Pratt, Accounting Services
Teri has over 20 years of business and project management experience, including accounting, operations, vendor management and human resource administration for small to mid-sized businesses. Prior to joining Surfside Capital, she spent 6 years as Finance Manager for the National Hockey League Washington Capitals practice arena. Prior to that she held various roles of increasing responsibility in financial management in 501(c) corporations as well as court receivership-trustee duties for commercial real estate properties. Teri holds a certificate from Fisher College.
Liday Rengifo, Partner, Digital Transformation
Liday has over 20 years of experience in marketing, strategy and finance. She has developed and implemented growth and turn around strategies for clients in rapidly changing, vulnerable and highly competitive business environments.
She is guided by the purpose of accelerating business growth both sustainably and profitably. Her areas of expertise include digital transformation, market segmentation (prioritizing target markets through business intelligence) and implementing marketing strategies for the “client-centric” enterprise.
Liday graduated from the Universidad Central de Venezuela with a B.S. in Mathematics and a specialization in Statistics. She also has a certification in Marketing Strategies, and enjoys keeping up with the latest digital marketing trends. Previously, she volunteered with Voces Vitales Panamá, non-profit initiative that supports women entrepreneurs and their development.
Francisco Marriott, Partner
Francisco is seasoned executive with over fifteen years of experience in capital raising, financial modeling, and business valuations for start-ups and small businesses. He is recognized for strengthening leadership decision making, increasing efficiencies and mitigating risk by optimizing a wide variety of processes.
He was also a co-founder and head of finance and operations of PlaceMe, a co-living start-up based in Boston, which he helped grow from $200K in revenue in 2017 to $1.9MM revenue in 2019. Prior to joining PlaceMe, Francisco worked in M&A, valuation of illiquid securities and business modeling in companies such as CVS Health, Wellington Management and EY. He holds an MBA in Finance from Brandeis University, an MA in Economics from Boston University, and a BS in Economics and Business from ESPOL in Ecuador.
He is a past member of the ALPFA Boston Executive Board and currently serves on the Board of Roxbury Prep Uncommon Schools, a Boston-based charter school.