Jon Holtaway
Director/Board Member at HAWTHORN BANCSHARES, INC.
Net worth: 538 365 $ as of 2024-04-29
Profile
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,
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2024-05-09 | 28,500 ( 0.41% ) | 538 365 $ | 2024-04-29 |
Jon Holtaway active positions
| Companies | Position | Start |
|---|---|---|
| HAWTHORN BANCSHARES, INC. | Director/Board Member | 2019-03-12 |
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. | Founder | 2005-04-30 |
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. | Director/Board Member | 2019-02-28 |
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 | - |
Former positions of Jon Holtaway
| Companies | Position | End |
|---|---|---|
Danielson Associates, Inc.
 Danielson Associates, Inc. Investment ManagersFinance Danielson Associates, Inc. provides advisory services. The company is headquartered in Vienna, VA. | Corporate Officer/Principal | 2001-08-31 |
Training of Jon Holtaway
| University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
| Hawthorn Bancshares, Inc. | |
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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