The ReDefine Wealth Management Team

Jeff Nuttall, CFP

Co-Founder, Managing Partner

Mike Bredenberg, CMT

Director of Investments, Chief Compliance Officer

Nicole M. Garza

Director, Client Advisor

Jason F. Inglis

Co-Founder, Managing Partner

We are here to help.

Our Team of Partners

BNY Mellon Pershing

Bank of New York Mellon Pershing

For custody and other back- and middle-office services, we have chosen to partner with BNY Mellon Pershing the world’s largest ($33.3 Trillion assets under custody as of 12/31/2017). 


A solid reputation with world governments - and a superior credit rating - is what still makes the Bank the safest bank in the U.S. today - and one of the most highly regarded custodial banks in the world.


BNY Mellon's Pershing Advisor Services (PAS) has been serving financial services intermediaries like ReDefine Wealth Management for almost 80 years. Pershing has over 4,000 associates in 23 offices worldwide supporting approximately 1,600 financial firms, and manages client assets in more than 40 countries.


Macro Intelligence Partners 2

Marco Intelligence 2 Partners

 

For additional global macroeconomic insight and regional public policy research, we have chosen to partner with Macro Intelligence 2 Partners. 


Founded in 2011 at the request of an iconic hedge fund, their unique tangential thought process and strong calls have made their name. In turn, their client base has expanded significantly and they now serve some of the world’s largest investment banks & wealth managers, as well as select family offices. In July 2017 in partnership with Raoul Pal & RealVision TV, MI2 launched their latest initiative Macro Insiders.


Julian Brigden, Co-Founder & Head of Research, brings diverse talents to the research process including an understanding of global markets and politics, as well as a love of history.  He leads a team of six professionals. The research team is complimented by a client management team of four that guides the client through all stages of engagement. They emphasize that they are a research organization, not a sales organization. 


Bank of New York Mellon Pershing Interesting Facts:

  • The Bank of New York was founded in 1784 by founding father Alexander Hamilton
  • BNY is today the nation’s longest-running bank
  • BNY provided the first loan ever made to the U.S. government, in the amount of $200,000 
  • The New York Stock Exchange opens in 1792, The Bank of New York is the first company traded.
  • In 1837, a one-year moratorium on dividends is imposed, making it the only year that The Bank of New York does not pay. The Bank pays double the next year to make up for it
  • Mellon Financial Corporation had been founded in 1869 by the Mellon family of Pittsburgh, which included Secretary of the Treasury Andrew W. Mellon - a position pioneered by Alexander Hamilton
  • In the 1930s, BNY offers corporate trusts for the first time
  • In 1946, Mellon merges with the Union Trust Company to become Mellon National Bank and Trust Company
  • In 1995, BNY acquires JP Morgan's Global Custody business
  • In October 2008, the U.S. Treasury named BNY Mellon the master custodian of the Troubled Asset Relief Program (TARP) bailout fund 
  • According to the results of a February 2009 stress test conducted by federal regulators, BNY Mellon was one of only three banks that could withstand a worsening economic situation
  • The company received $3 billion from TARP, which it paid back in full in June 2009, along with US$136 million to buy back warrants from the Treasury in August 2009