Jon Holtaway
Direttore/Membro del Consiglio presso HAWTHORN BANCSHARES, INC.
Patrimonio netto: 538 365 $ in data 30/04/2024
Profilo
Mr. Jonathan D.
Holtaway is a President at Ategra Capital Management LLC, a Co-Owner at Ategra Gp LLC and a Managing Member at Ategra Financial Institution Fund LP.
He is on the Board of Directors at Hawthorn Bancshares, Inc. and Hawthorn Bank (Missouri).
He also was co-founder of 1st Portfolio Holding Corporation, a fee-based financial services company, has been a bank investor and advisor since 1992 when he joined Danielson Associates, Inc. a Rockville, Maryland based firm where he was an Associate, Senior Vice President and Partner.
His expertise includes merger advisory, equity valuation and strategic planning.
He is a graduate of the University of Pennsylvania’s Wharton School of Business with a B.S in Economics and a B.A.
in History.
In 2013,
Partecipazioni note in società pubbliche
| Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
|---|---|---|---|---|
| 10/05/2024 | 28 500 ( 0.41% ) | 538 365 $ | 30/04/2024 |
Posizioni attive di Jon Holtaway
| Società | Posizione | Inizio |
|---|---|---|
| HAWTHORN BANCSHARES, INC. | Direttore/Membro del Consiglio | 13/03/2019 |
Ategra Capital Management LLC
 Ategra Capital Management LLC Investment ManagersFinance Ategra Capital Management LLC (Ategra Capital) is an independent hedge fund manager and SEC-registered investment advisor headquartered in Vienna, Virginia. The firm was founded by Jonathan Holtaway and Jacques Rebibo in 2005. Ategra Capital provides investment advisory services on a discretionary basis to its clients who include private investment funds, individuals and institutions with separately managed accounts, and planning and pension consulting clients. | Fondatore | 01/05/2005 |
Hawthorn Bank (Missouri)
 Hawthorn Bank (Missouri) Regional BanksFinance Hawthorn Bank operates as a state chartered commercial bank. It offers personal and business services which includes personal and business banking, checking accounts, home mortgage loans, commercial loans, cash management, business checking, money market, savings accounts, and mobile banking. It has offices in Belton, Branson, California, Clinton, Columbia, Drexel, Harrisonville, Independence, and Jefferson City. The company is headquartered in Jefferson City, MO. | Direttore/Membro del Consiglio | 01/03/2019 |
Ategra GP LLC
 Ategra GP LLC Financial ConglomeratesFinance Ategra GP LLC provides investment services. The private company is based in Vienna, VA. | Corporate Officer/Principal | - |
| Ategra Financial Institution Fund LP | Corporate Officer/Principal | - |
Precedenti posizioni note di Jon Holtaway
| Società | Posizione | Fine |
|---|---|---|
Danielson Associates, Inc.
 Danielson Associates, Inc. Investment ManagersFinance Danielson Associates, Inc. provides advisory services. The company is headquartered in Vienna, VA. | Corporate Officer/Principal | 01/09/2001 |
Formazione di Jon Holtaway
| University of Pennsylvania | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| HAWTHORN BANCSHARES, INC. | Finance |
| Aziende private | 5 |
|---|---|
Danielson Associates, Inc.
Danielson Associates, Inc. Investment ManagersFinance Danielson Associates, Inc. provides advisory services. The company is headquartered in Vienna, VA. | Finance |
Hawthorn Bank (Missouri)
Hawthorn Bank (Missouri) Regional BanksFinance Hawthorn Bank operates as a state chartered commercial bank. It offers personal and business services which includes personal and business banking, checking accounts, home mortgage loans, commercial loans, cash management, business checking, money market, savings accounts, and mobile banking. It has offices in Belton, Branson, California, Clinton, Columbia, Drexel, Harrisonville, Independence, and Jefferson City. The company is headquartered in Jefferson City, MO. | Finance |
Ategra Capital Management LLC
Ategra Capital Management LLC Investment ManagersFinance Ategra Capital Management LLC (Ategra Capital) is an independent hedge fund manager and SEC-registered investment advisor headquartered in Vienna, Virginia. The firm was founded by Jonathan Holtaway and Jacques Rebibo in 2005. Ategra Capital provides investment advisory services on a discretionary basis to its clients who include private investment funds, individuals and institutions with separately managed accounts, and planning and pension consulting clients. | Finance |
Ategra GP LLC
Ategra GP LLC Financial ConglomeratesFinance Ategra GP LLC provides investment services. The private company is based in Vienna, VA. | Finance |
| Ategra Financial Institution Fund LP |
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