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 in Omaha, NE since 2016. 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 uses a long-term, value-oriented investment approach based on fundamental analysis and maintains a collaborative committee process for portfolio decisions.

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.