Westchester Capital Management Inc

Maximilian Vogt is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has been with Westchester Capital Management Inc since 2016, working there continuously since 2019 as part of a three-advisor team based in Omaha, NE. Westchester Capital Management provides discretionary investment management primarily to individual and high-net-worth clients, family entities, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a long-term value-oriented investment approach guided by fundamental analysis and operates with a formal Investment and Portfolio Committee process.

Cindy Christensen is a financial advisor at Westchester Capital Management Inc with 31 years of industry experience. She holds a Series 65 designation and has been with Westchester Capital Management since 2016. The firm provides discretionary investment management primarily to individual and high-net-worth clients, as well as family entities, pension and profit-sharing plans, charitable organizations, and small businesses. Westchester Capital Management follows a long-term, value-oriented investment approach guided by fundamental analysis and manages over $550 million in discretionary assets through a collaborative team process.

Donna Erickson Nelson is a financial advisor at Westchester Capital Management Inc with 28 years of industry experience. She holds a Series 65 designation and has been with Westchester Capital Management since 2012. Westchester Capital Management provides discretionary investment management primarily to individual and high-net-worth clients, as well as family entities, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a long-term value-oriented approach guided by fundamental analysis and tailors portfolios to clients’ income, tax, and legacy considerations.