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 a financial executive with over a decade of global experience in strategic finance, business management and growth planning. Juan Carlos most recently served as Chief Financial Officer for TIAA Global Asset Management (TGAM) and successfully co-lead the $6 billion-dollar acquisition of Nuveen Investments. The deal was the third largest transaction in the history of the asset management industry and catapulted TGAM to become one of the largest asset managers globally, with approximately $1 trillion of assets under management (AUM).
Previously, Juan Carlos served as a banking and asset management executive, where he served as chief financial officer for global investments 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 several transformation initiatives including acquisitions, divestitures and restructurings. He was recognized by the Boston Business Journal as ‘CFO of the Year” in 2009.
Juan Carlos began his career at PricewaterhouseCoopers after graduating cum laude from the Isenberg School of Management at the University of Massachusetts at Amherst on a merit scholarship. He is a first-time passer of the National Uniform CPA examination.
Recently, Juan Carlos was appointed by Massachusetts Governor Charlie Baker to serve on the state’s first Latino Advisory Commission and on the Board of Directors of MassDevelopment, the state’s primary economic development agency, stimulating business and driving growth by originating over $4 billion in capital transactions every year. Juan Carlos’ other Board responsibilities have included Nuveen Investments, Boston Medical Center, Big Sisters Association, The Partnership Inc., and Wheelock College. 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).
Christopher P. McGeown, Managing 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.
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.”
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.
Jennifer L. Morales, Partner
Jennifer joined Surfside Capital Advisers in 2017 to serve high-net-worth individuals manage their financial assets and plan for the future. Prior to joining Surfside Capital, she partnered with high-net-worth families at Braver Wealth Management to whom she provided a wide range of family office services. Jennifer has over decade of experience in asset management, having previously worked with money managers MFS and Eaton Vance, where she led various initiatives to provide strategic policy and regulatory advise to the firms’ senior governance bodies. Jennifer began her career at PricewaterhouseCoopers, where she served as a manager in their financial service practice.
Jennifer received her B.S. in business administration with a concentration in accounting from Bryant University. She is an active civic leader and formerly served on the Board of Directors of My Life My Choice, and was a Board of Overseer of the Museum of Fine Arts in Boston. Jennifer is a licensed Certified Public Accountant and a notary public.
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.