Adela Cepeda
Founder at Cepeda Capital Advisors, Inc.
Net worth: - $ as of 2024-03-30
Profile
Adela Cepeda is the founder of Cepeda Capital Advisors, Inc. founded in 1995, where she holds the title of President & Secretary.
Currently, she holds multiple positions including Managing Director at Public Financial Management, Inc., Director at BMO Bank NA, Director at BMO Financial Corp., Director at Hispanic Housing Development Corp., Director at Chicago Foundation for Women, Board Member at National Association of Corporate Directors (Virginia), Board Chair at Angeles Investors, Inc., and Independent Director at Latino Corporate Directors Association.
Ms. Cepeda earned an MBA degree from The University of Chicago Booth School of Business and an undergraduate degree from Harvard College.
Known holdings in public companies
Company | Date | Number of shares | Valuation | Valuation date |
---|---|---|---|---|
BANK OF MONTREAL
-.--% | 2024-04-14 | 0 ( -.--% ) | - $ | 2024-03-30 |
Adela Cepeda active positions
Companies | Position | Start |
---|---|---|
BMO Financial Corp.
BMO Financial Corp. Financial ConglomeratesFinance Part of Bank of Montreal, BMO Financial Corp. provides banking and investment services. The private company is based in Wilmington, DE. Darrel Hackett has been the CEO of the company since 2023. | Director/Board Member | 2012-08-22 |
Cepeda Capital Advisors, Inc.
Cepeda Capital Advisors, Inc. Investment ManagersFinance A.C. Advisory Inc. provides financial advisory services. It offers transaction structuring, reinvestment, legislative support, swap advisory, and documentation support. The company was founded by Adela Cepeda in 1995 and is headquartered in Chicago, IL. | Founder | 1994-12-31 |
BMO Bank NA
BMO Bank NA Major BanksFinance BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL. | Director/Board Member | - |
Angeles Investors, Inc.
Angeles Investors, Inc. Investment ManagersFinance Angeles Investors, Inc. (Angeles Investors) is a venture capital firm founded in 2019 by Marcelo De Santis, David Olivencia, and Juan Carlos Gutierrez. The firm is headquartered in Chicago, Illinois. | Chairman | 2018-12-31 |
Hispanic Housing Development Corp.
Hispanic Housing Development Corp. HomebuildingConsumer Durables Hispanic Housing Development Corp. is a Non Profit organization to help create affordable housing in Chicago's Latino neighborhoods. It builds comfortable, affordable housing that become a catalyst for economic prosperity and community growth. The firm creates new housing, employment, and business opportunities and provides a socio-economic environment that helps communities flourish. The company was founded in 1975 and is headquartered at Chicago, IL. | Director/Board Member | 2015-12-31 |
Chicago Foundation for Women | Director/Board Member | - |
Public Financial Management, Inc.
Public Financial Management, Inc. Investment ManagersFinance Part of PFM Group, Inc., Public Financial Management, Inc. is a financial services company based in Philadelphia, PA. Public Financial Management is a team of dedicated financial professionals who help their clients plan for their future. The CEO of the company is JoAnne Carter. | Corporate Officer/Principal | - |
Latino Corporate Directors Association
Latino Corporate Directors Association Miscellaneous Commercial ServicesCommercial Services The Latino Corporate Directors Association (LCDA) advocates for greater representation of Latinx individuals in corporate governance to promote diversity and inclusion. The private company is based in Washington. The American company's mission is to advance multicultural boardrooms that promote equity and corporate social responsibility. The company was founded in 2013 by Patricia Salas Pineda. The CEO is Ozzie Gromada Meza. | Director/Board Member | 2022-01-03 |
National Association of Corporate Directors (Virginia)
National Association of Corporate Directors (Virginia) Miscellaneous Commercial ServicesCommercial Services National Association of Corporate Directors provides online and print information services to directors of public companies. It offers in-boardroom education, evaluation, governance reviews, board composition and succession planning, board recruitment, ongoing advisory, insights, and analytics services. The company was founded in 1977 and is headquartered in Arlington, VA. | Director/Board Member | 2018-12-31 |
Former positions of Adela Cepeda
Companies | Position | End |
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Training of Adela Cepeda
The University of Chicago Booth School of Business | Masters Business Admin |
Harvard College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 17 |
---|---|
Lincoln National Income Fund, Inc. | Miscellaneous |
Fort Dearborn Income Securities, Inc.
Fort Dearborn Income Securities, Inc. Investment Trusts/Mutual FundsMiscellaneous Fort Dearborn Income Securities, Inc. is a closed-end investment fund. Its objective is to provide shareholders with a stream of current income with external interest rate and provide a total return by investing individually in the investment grade and long term maturity sectors of the bond market. Fort Dearborn Income Securities was founded on December 19, 1972 and is headquartered in Chicago, IL. | Miscellaneous |
Wyndham International, Inc.
Wyndham International, Inc. Hotels/Resorts/Cruise linesConsumer Services Wyndham International, Inc. owned and operated hotels. It provided hospitality, lodging and boarding services through its proprietary lodging brands and a management services division.. The company was founded in 1981 and is headquartered in Dallas, TX. | Consumer Services |
Amalgamated Bank of Chicago
Amalgamated Bank of Chicago Regional BanksFinance Amalgamated Bank of Chicago provides commercial bank services. It offers personal, business and mortgage banking services. The company was founded in 1922 and is headquartered in Chicago, IL. | Finance |
Public Financial Management, Inc.
Public Financial Management, Inc. Investment ManagersFinance Part of PFM Group, Inc., Public Financial Management, Inc. is a financial services company based in Philadelphia, PA. Public Financial Management is a team of dedicated financial professionals who help their clients plan for their future. The CEO of the company is JoAnne Carter. | Finance |
The Chicago Community Trust
The Chicago Community Trust Miscellaneous Commercial ServicesCommercial Services The Chicago Community Trust provides charity services. It offers services to organizations such as social services agencies, schools, health centers, museums and theaters in the Chicago area. The firm provides charitable resources in the arts and culture, basic human needs, community development, education and health sectors. The company was founded in 1915 and is headquartered in Chicago, IL. | Commercial Services |
National Association of Corporate Directors (Virginia)
National Association of Corporate Directors (Virginia) Miscellaneous Commercial ServicesCommercial Services National Association of Corporate Directors provides online and print information services to directors of public companies. It offers in-boardroom education, evaluation, governance reviews, board composition and succession planning, board recruitment, ongoing advisory, insights, and analytics services. The company was founded in 1977 and is headquartered in Arlington, VA. | Commercial Services |
Ravinia Festival Association
Ravinia Festival Association Movies/EntertainmentConsumer Services Ravinia Festival Association provides professional music shows. Its programs include reach programs, teach programs, instrument game, and program for jazz. The company was founded in 1904 and is located in Highland Park, IL. | Consumer Services |
BMO Bank NA
BMO Bank NA Major BanksFinance BMO Bank NA provides personal, business, and commercial banking products and financial advisory services. Its personal banking products and services include checking accounts; statement savings accounts, money market accounts, and certificates of deposit (CD); fixed and adjustable rate mortgages; credit cards, loans and lines of credit, and retirement accounts and investments; home equity, personal loans and lines of credit, and auto loans; and online banking, mobile banking, phone banking, payment and deposit, cross-border banking for Canadians, and switch kit services. The company was founded in 1882 and is headquartered in Chicago, IL. | Finance |
Rush University Medical Center
Rush University Medical Center Medical/Nursing ServicesHealth Services Rush University Medical Center engages in the provision of health care services. The company was founded in 1972 and is headquartered in Chicago, IL. | Health Services |
Hispanic Housing Development Corp.
Hispanic Housing Development Corp. HomebuildingConsumer Durables Hispanic Housing Development Corp. is a Non Profit organization to help create affordable housing in Chicago's Latino neighborhoods. It builds comfortable, affordable housing that become a catalyst for economic prosperity and community growth. The firm creates new housing, employment, and business opportunities and provides a socio-economic environment that helps communities flourish. The company was founded in 1975 and is headquartered at Chicago, IL. | Consumer Durables |
Municipal Securities Rulemaking Board
Municipal Securities Rulemaking Board Investment ManagersFinance The Municipal Securities Rulemaking Board is a regulatory organization that oversees the municipal securities market in the United States. The private company is based in Alexandria, VA. Nanette Lawson has been the CEO of the company since 2011. The board was established by Congress in 1975 to protect investors and promote a fair and efficient market for municipal securities. The board sets rules and standards for underwriters, dealers, and municipal advisors, and provides market transparency through its Electronic Municipal Market Access (EMMA) system. | Finance |
Chicago Foundation for Women | |
Cepeda Capital Advisors, Inc.
Cepeda Capital Advisors, Inc. Investment ManagersFinance A.C. Advisory Inc. provides financial advisory services. It offers transaction structuring, reinvestment, legislative support, swap advisory, and documentation support. The company was founded by Adela Cepeda in 1995 and is headquartered in Chicago, IL. | Finance |
BMO Financial Corp.
BMO Financial Corp. Financial ConglomeratesFinance Part of Bank of Montreal, BMO Financial Corp. provides banking and investment services. The private company is based in Wilmington, DE. Darrel Hackett has been the CEO of the company since 2023. | Finance |
Latino Corporate Directors Association
Latino Corporate Directors Association Miscellaneous Commercial ServicesCommercial Services The Latino Corporate Directors Association (LCDA) advocates for greater representation of Latinx individuals in corporate governance to promote diversity and inclusion. The private company is based in Washington. The American company's mission is to advance multicultural boardrooms that promote equity and corporate social responsibility. The company was founded in 2013 by Patricia Salas Pineda. The CEO is Ozzie Gromada Meza. | Commercial Services |
Angeles Investors, Inc.
Angeles Investors, Inc. Investment ManagersFinance Angeles Investors, Inc. (Angeles Investors) is a venture capital firm founded in 2019 by Marcelo De Santis, David Olivencia, and Juan Carlos Gutierrez. The firm is headquartered in Chicago, Illinois. | Finance |
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