Cindy Christensen has been President and Chief Executive Officer of Westchester Capital Management since February 2016, is a control person of the firm and directly owns 75% or more of it. Cindy Christensen holds a Bachelor of Science in Business Administration (major in Accounting) from the University of Nebraska at Omaha.
Westchester Capital Management Inc is an Omaha, NE firm with $691M under management, 469 clients and 3 advisers in one office, as of its September 2026 filing.
Cindy L. Christensen is President / CEO of Westchester Capital Management, Inc., based in Omaha, Nebraska. She oversees and directs the firm's investment strategies and operations and is responsible for client communications, investment selections and portfolio management. She chairs the Investment and Portfolio Management Committees, serves as president and Treasurer to the Board of Directors, and practiced public accounting with KPMG Peat Marwick.
- – present · 31 yearsOmaha, NE · Adviser representative · Firm CRD 110961
Investment adviser representative registrations
Cindy Christensen is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 1995; the most recent is Texas, in October 2013.
- NebraskaSince 2 February 1995
- TexasResidentSince 23 October 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 January 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cindy Lou Christensen
- CRD
- 2585833
- Firm
- Westchester Capital Management · CRD 110961
- Role
- President and Chief Executive Officer
- Office
- 801 NORTH 96TH STREET, Omaha, NE 68114
- Registration
- Investment adviser registration
- In the industry since
- February 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- westchestercapital.com
Where does Cindy Christensen work?
Cindy Christensen has been President and Chief Executive Officer of Westchester Capital Management Inc since February 2016, and is a control person of the firm.
Is Cindy Christensen a financial advisor?
Yes. Cindy Christensen has a current investment-adviser registration in Nebraska and Texas, through Westchester Capital Management since February 1995.
How many years of experience does Cindy Christensen have?
Cindy Christensen has 31 years in the financial industry, since February 1995, across 1 adviser firm.
What exams has Cindy Christensen passed?
Cindy Christensen passed the Series 65 in January 1995.
Where is Cindy Christensen based?
Cindy Christensen’s registered office is in Omaha, NE.
Is Cindy Christensen registered with FINRA?
No. Cindy Christensen has no current broker registration.
How can I verify Cindy Christensen’s record?
Search CRD 2585833 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cindy Christensen’s full registration record.
