Westchester Capital Management's organizational structure is designed to be simple, yet effective. The structure allows a team of professionals to build investment portfolios over a period of time while recognizing the risk tolerance, income needs and service needs of each client.
Westchester Capital is headed by Cindy L. Christensen, President and Chief Executive Officer. Cindy serves as Chairman of the Investment Committee and the Portfolio Management Committee. Other members of these committees include Donna Nelson and Maximilian Vogt. As a team, the Investment Committee actively monitors cash and securities positions of the individual portfolios.
The Westchester Capital Management operations team is managed by Jodi Macaitis. Our clients are also assisted by the additional support of Bobbi Catron, Teri Lashier and Katie Roth.
For more information on the team members at Westchester Capital, please see the biographies page.
Westchester Capital has no direct or indirect ownership relationship with any bank, insurance company, broker or syndication. Accordingly, Westchester Capital does not believe it has an additional conflict of interest that some financial advisers have when making investment recommendations. Westchester Capital's only business is fee-only investment management.
Westchester Capital is headed by Cindy L. Christensen, President and Chief Executive Officer. Cindy serves as Chairman of the Investment Committee and the Portfolio Management Committee. Other members of these committees include Donna Nelson and Maximilian Vogt. As a team, the Investment Committee actively monitors cash and securities positions of the individual portfolios.
The Westchester Capital Management operations team is managed by Jodi Macaitis. Our clients are also assisted by the additional support of Bobbi Catron, Teri Lashier and Katie Roth.
For more information on the team members at Westchester Capital, please see the biographies page.
Westchester Capital has no direct or indirect ownership relationship with any bank, insurance company, broker or syndication. Accordingly, Westchester Capital does not believe it has an additional conflict of interest that some financial advisers have when making investment recommendations. Westchester Capital's only business is fee-only investment management.