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Financial Solutions that span

generations

Premia helps you manage the legacy of your wealth and values

Financial Solutions that span

geographies

Premia is skilled at working across borders for your global needs

Financial Solutions that span

complex challenges

Premia is the single resource you can rely on to help achieve your objectives

Premia Global Advisors offers you "A Wealth of Advice."

Our experienced team is committed to providing you with the best possible service as we work closely with you to define and achieve your financial goals.

You will find our personalized advice to be objective and valuable, and our knowledge to be deep and current with cutting edge solutions.

Introduction

Our priority is to help you achieve your financial goals

Premia Global Advisors is committed to being a valuable partner throughout your journey.  From building upon your wealth to optimizing your investment portfolio to sustaining your legacy, we work with you to construct a goals-based strategy that encompasses your current lifestyle desires and your future financial needs.

Premia Global Advisors was founded by Miguel Sosa, who has spent more than 30 years working with affluent clients to address a full range of financial challenges.  His success and experience drive Premia’s focus on elite-level service and in-depth customization through strategic partnerships. Using detailed knowledge about the financial and investment industry, the Premia team spends significant time with clients and their families to discuss priorities and, most importantly, their values. This information is used to craft customized solutions that at once allay any concerns while maximizing the opportunity to achieve objectives.

Premia has become a source of trust and stability for our clients as they navigate through their life-choices.  We welcome the opportunity to partner with you, serving as your financial steward, to help you develop and grow your family’s wealth in alignment with your personal values.

Individuals & Families

Premia combines cutting-edge investment advice
and old world values.

Wealthy individuals and their families turn to Premia Global Advisors as a trusted source for managing the complexities of their livelihoods and legacies.

As experienced professionals with high standards for discretion and integrity, Premia develops an intimate knowledge of each client’s needs.  This often involves multi-jurisdictional solutions for our international clients.  And it often involves multi-generational planning for our clients looking to create an enduring legacy, ensure the future prosperity of their families, and preserve the values that guide them.

As our client, you will benefit from a comprehensive, systematic review of the profile you choose to share with our team.  We then create a customized investment portfolio to properly balance your objectives and risk tolerance. We present our ideas in a concise and thorough manner to assure your complete comfort with your model. Premia conducts a regular performance review of your portfolio, analyzing and reporting on results, and offering recommendations to enhance the investment porfolio as needed.

Institutional Clients

Premia adapts to the ever-changing needs of the financial world.

Premia’s team has longstanding experience working with institutional clients and their particular set of complex needs within the wealth arena.

From offshore entities to global players with interests in multiple geographies, institutional investors can turn to Premia as a resourceful partner who seeks to anticipate the challenges faced by cross-border investing and finance.

The Premia team is proficient in helping institutional clients define their objectives and plot a course of action that is both strategic in its long-range objective and tactical in delivering immediate advantages.  Whether your need is a large-scale initiative, such as identifying an optimal investment program for your corporate pension plan, or a niche investment opportunity requiring discretion and confidentiality, Premia’s experience and expertise position the firm to be a valuable partner for your financial activities.

Our Leadership

Miguel Sosa, CIMA®
Founding Partner
Eddy Park
Client Relationship Manager
Juan Landivar, CFP®
Financial Planning Manager
Javier Rivero
Senior Vice President, International Division
Joseph Dursi
Director of Investment Platforms
Vivian Velazquez
Chief Compliance Officer
Scott Welch
Chief Investment Officer

Miguel Sosa, CIMA®
Founding Partner

Miguel Sosa is the founding partner of Premia Global Advisors, LLC, a private wealth management advisory firm based in South Florida, serving multi-jurisdictional and multi-generational clients.

Previously, Mr. Sosa worked at Merrill Lynch for more than 30 years, most recently in its Private Banking and Investment Group, where he obtained his Global Institutional Consulting (GIC) Designation and served as a qualified Portfolio Manager.  He was a member of the firm’s Advisory Council to Management from 2002 to 2005.

Prior to joining Merrill Lynch, Mr. Sosa was a member of the U.S. Air Force. During his time of service, he received two Air Force Commendation medals.

He earned his B.A. from the University of Maryland.  He holds the Certified Investment Management Analyst® (CIMA®) designation.

Mr. Sosa is an active member of his local community.  He currently serves on the board of the Archdiocese of Miami Catholic Community Foundation and is a member of its Investment Committee.  Previously he served on the Board of Trustees of St. Philip’s Episcopal School for six years and was its Chairman for three.  He also served as a board member for a local hospital, Pan American.  He is past President of the local chapter of Legatus, a Catholic lay organization of business leaders in the South Florida community.

Mr. Sosa has a passion for fishing and has fished some of the best waters in the North and South America.

He and his wife, Sadie, have three children, Alex, Katina and Jacqueline.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

Eddy Park
Client Relationship Manager

Eddy Park, is a Client Relationship Manager for Premia Global Advisors. He performs a wide range of duties and plays an integral role in the smooth functioning of the team’s operations. His responsibilities include account administration, order entries and executions. Eddy prides himself on his client-focus and his timely response to client inquiries.

Eddy began his career in marketing and advertising. He worked in New York City for five years before launching his own import/export business, which he directed for ten years. Eddy earned a B.A. in Economics and a B.A. in English from the University of Pennsylvania.

Eddy lives in Doral, Florida. He is a motorcycling enthusiast, and an avid golf and basketball fan.

Juan Landivar, CFP®
Financial Planning Manager

Juan Landivar, is a Financial Planning Manager for Premia Global Advisors. Juan holds a number of responsibilities within the team. Detail oriented, he works on investment proposals, scheduling and reporting, Juan is also skilled in technology and serves as a reliable resource for our vast technology platform. In addition, he facilitates client outreach and the coordination of team events.

Juan is accustomed to multi-tasking. Throughout college, he worked full time as a Front Desk Manager for FirstService Residential while balancing the responsibilities of being a full-time student.

Juan earned a B.A. from Florida International University, where he majored in Finance with a minor in Political Science.

Juan lives in Miami, Florida. He is a motorcycle, technology, and coffee aficionado.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Javier Rivero
Senior Vice President, International Division

Javier Rivero* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through Premia Global Advisors’ strategic relationship with Dynasty, functions as Premia Global Advisors’ Senior Consultant. In this capacity, Mr. Rivero provides assistance with new business opportunities and collaborates on any operational challenges.

Mr. Rivero oversees all matters related to the International Business which includes working with Dynasty’s existing Network Advisors on international opportunities, collaborating with the business development team for profiling new teams joining the platform and overseeing transition and relationship management for all teams with a focus on International Business. In addition, Javier will evaluate and build out partnerships with key resource partners to support Dynasty’s advisors with international opportunities.  Javier joins us from Brickell Global Markets, where he was President. Prior to that he was a Vice President, Complex Administrative Manager at Merrill Lynch in the LatAm division.

Mr. Rivero received his BS in Finance from Kean University in Union, NJ. In his spare time Javier enjoys boating, fishing, travelling and spending time with his family.
*The above individual is employed by Dynasty Financial Partners and is not an employee, representative or agent of the Advisor. Dynasty provides services and support to (Premia Global Advisors)(“Advisor”) through a service agreement between the parties. Dynasty is a wholly independent entity and is not an owner, controlling party or an affiliate of Network Advisor. Dynasty, as well the above noted Dynasty employee, is not authorized to act on behalf of the Advisor in any respect and any investment recommendations or other advice is solely from the Advisor and should not be attributable in any respect to Dynasty or its employee. The Dynasty employee’s biographical description is included on this website solely for purposes of showing the scope and breath of Advisor’s available resources and its support team.

Joseph Dursi
Director of Investment Platforms

Joseph Dursi* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through Premia Global Advisors’ strategic relationship with Dynasty, functions as Premia Global Advisors’ Director of Investment Platforms, In this capacity, Mr. Dursi provides assistance with selecting various asset managers.

Joseph Dursi is the Director of Investment Platforms and is also responsible for leading Investment Solutions for Dynasty’s East Coast Division. Joe was most recently the Head of Investment Solutions for Deutsche Bank Wealth Management in the Americas, responsible for identifying and creating unique investment solutions for ultra-high-net-worth clients.

Previously, Mr. Dursi served as the Head of Portfolio Consulting at Barclays Wealth Americas where he and his team were responsible for developing tactical investment solutions through asset allocation modeling and product selection for ultra-high-net-worth individuals, family offices, and endowments/foundations. Mr. Dursi joined Barclays in September 2008 as part of the organization’s acquisition of Lehman Brothers’ Private Investment Management business in the Americas.

Mr. Dursi holds a BBA, Summa Cum Laude, from the University of Notre Dame and an MBA from the Stern School of Business at New York University, where he was a designated Stern Scholar. He lives in Rockville Centre, New York with his wife and their daughter and is an avid sports fan.
*The above individual is employed by Dynasty Financial Partners and is not an employee, representative or agent of the Advisor. Dynasty provides services and support to (Premia Global Advisors)(“Advisor”) through a service agreement between the parties. Dynasty is a wholly independent entity and is not an owner, controlling party or an affiliate of Network Advisor. Dynasty, as well the above noted Dynasty employee, is not authorized to act on behalf of the Advisor in any respect and any investment recommendations or other advice is solely from the Advisor and should not be attributable in any respect to Dynasty or its employee. The Dynasty employee’s biographical description is included on this website solely for purposes of showing the scope and breath of Advisor’s available resources and its support team.

Vivian Velazquez
Chief Compliance Officer

Ms. Velazquez has more than 25 years of experience in the securities industry, in both the private and regulatory sectors.  She previously, she held senior compliance positions at global and national financial institutions with assets under management in the multi-billion-dollar range and offices throughout the U.S. and Latin America.

She is a former SEC Branch Chief and senior NASD (now FINRA) Field Supervisor/Examiner. She previously held a key compliance role at a large insurance company in New York. She began her career as a registered representative. Ms. Velazquez is a Wharton School of Business Certified Regulatory and Compliance Professional (CRCP) and holds a B.B.A. in International Finance and Marketing from the University of Miami in Coral Gables, Florida. 

Scott Welch
Chief Investment Officer

Scott Welch* is a member of Dynasty Financial Partners, LLC (“Dynasty”) and, through Premia Global Advisors’ strategic relationship with Dynasty, functions as Premia Global Advisors’ Chief Investment Officer. In this capacity, Mr. Welch provides macroeconomic commentary and assists with devising alternative strategies.

Mr. Welch specializes in devising alternative investment strategies for financial planners and investment advisers for Dynasty Financial Partners. Mr. Welch is also the founder of UnconstrainedThought, a macro-economic, investment, and wealth management consultancy. Prior, he was a co-founder and Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research and technology solutions to RIAs and banks that targeted high-net-worth investors.

Before joining Fortigent and its predecessor firm in 1998, Mr. Welch spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives. He is a frequent speaker on the topics of wealth management, portfolio management, and the macroeconomic and investment landscape, and he is an award-winning author of numerous articles that have appeared in a variety of industry trade journals. 

Mr. Welch holds the Certified Investment Management Analyst (CIMA®) designation and has earned Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investment Management Consultants Association (IMCA). He is FINRA Series 7, 24, 63, and 65 licensed.

He received a BS degree in Mathematics from the University of California, Irvine, and MBA the University of Massachusetts, Amherst.
*The above individual is employed by Dynasty Financial Partners and is not an employee, representative or agent of the Advisor. Dynasty provides services and support to (Premia Global Advisors)(“Advisor”) through a service agreement between the parties. Dynasty is a wholly independent entity and is not an owner, controlling party or an affiliate of Network Advisor. Dynasty, as well the above noted Dynasty employee, is not authorized to act on behalf of the Advisor in any respect and any investment recommendations or other advice is solely from the Advisor and should not be attributable in any respect to Dynasty or its employee. The Dynasty employee’s biographical description is included on this website solely for purposes of showing the scope and breath of Advisor’s available resources and its support team.

Our Partners

Dynasty Financial Partners

Dynasty Financial Partners is one of the wealth management industry’s leading independent advisor network and a three-time Private Asset Management Magazine innovation award winner. Dynasty’s fully customizable platform brings us end-to-end business support from a proven team and unrivaled access to distinctive products, enabling us to offer our clients more efficient, cost-effective and comprehensive service. Its relationships with the world’s best-in-class custodians, portfolio managers, research firms and other providers allow us to focus squarely on your needs with absolute objectivity, transparency and trust.

Addepar

Addepar is a wealth management platform that provides investment professionals with the tools required to manage complex global portfolios.  At Addepar’s core is a data aggregation framework that directly integrates with both internal systems and external institutions. The platform supports robust analysis and reporting with a focus on flexibility, accuracy and security. An integrated set of firm management tools prevents errors and drives efficiency by automating manual workflows. With offices in Silicon Valley, New York and Chicago, Addepar works with more than 100 single and multi-family offices, wealth advisors, large financial institutions, endowments and foundations representing more than $300 billion in assets under management.

Fidelity Institutional Wealth Services

Fidelity Institutional Wealth Services is a leading provider of trading, custody and brokerage services to RIA, Trust Institutions and Third-Party Administrators. We choose to work with Fidelity because it offers rock-solid, comprehensive custody services, cost-effective pricing, objective guidance and, most importantly, outstanding service. It also has exceptionally low debt levels, does no proprietary trading of its own firm capital and does not leverage its own balance sheet. These are some of the reasons that it is one of the strongest financial firms in the custody business today.

In addition, Fidelity Institutional Wealth Services is able to leverage the capital, resources and expertise of the entire Fidelity enterprise, one of the world’s largest financial services companies, on behalf of its clients. A family managed, privately held company with more than 60 years of experience, it has assets under administration of $5.1 trillion, including managed assets of $2.0 trillion as of September 31, 2014.

Pershing LLC

GIS as the introducing broker Dealer provides Premia Global Advisors (“Premia”) with access to Pershing LLC, , a subsidiary of the Bank Of New York Mellon. State-of-the-art technology, a highly reliable and scalable infrastructure, host of innovative products and services and high-touch dedicated client model make Pershing LLC, a compelling partner for Premia and a trusted custodian for your assets. In addition to streamlined reporting services, Pershing LLC, provides an innovative global custody platform that includes online multicurrency reporting, portfolio accounting, corporate actions servicing and proxy services.

Pershing LLC, a subsidiary of the Bank Of New York Mellon, the industry’s largest clearing provider, with a track record of more than 70 years. Its parent, BNY Mellon, is the oldest continuously operating financial organization in the United States, and the largest custodian in the world with $28.5 trillion in assets under custody and/or administration (as of December 31, 2014).

Global Investor Services

For the past 20 years, GIS has built their business through a philosophy of service, safety and empowerment. Their strategy is to support our network of financial advisors in devising customized investment strategies for their clients by empowering them with a state-of-the-art trading platform, the strongest and most reliable custodial services in the business and a full-service, client-oriented back office support team.
Headquartered in Miami, Global Investors Services, LC provides investors with access to global capital markets through a full array of world-class products, services and support, integrated into a seamless platform that rivals that of any major financial institution.

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News

RIAs seeing the upside of formal investment committees

Official bylaws and meeting minutes are becoming the norm for large and small firms

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Dynasty Financial Partners Wins 2017 Award from Private Asset Management - Best Investment Platform: Client Service

Dynasty Financial Partners is proud to announce that the firm has won the 2017 Private Asset Management Magazine Award for: Best Investment Platform: Client Service. Dynasty Financial Partners is an RIA integrated middle and back office platform for some of the leading financial advisors in the U.S.

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Investor Panic Over the Coming Election Is a Myth

Like many people the globe over, financial advisor Miguel Sosa’s offshore clients pay close attention to U.S. presidential elections.

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How to Work With International Clients and Their Atypical Needs

Miguel Sosa is founding partner of Premia Global Advisors LLC in Coral Gables, Fla. Voices is an occasional feature of edited excerpts in which wealth managers address issues of interest to the advisory community. 

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RIAs look Beyond Equities in Wake Jan.-Feb. Market Wobble

The volatility earlier this year that impacted the equities market is driving registered investment advisors to take a hard look at their client portfolios and to explore alternative sources of return as well as ways to reduce costs.

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Small FAs Pick Up Global Clients Where Wirehouses Fall Away

Dynasty Financial Partners sees a growth opportunity in helping independent RIAs attract and retain international wealth management clients and globally-minded U.S. counterparts.

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Miguel Sosa se asocia con Dynasty Financial Partners para lanzar Premia Global Advisors

Miguel Sosa, reconocido financial advisor en la industria del wealth management en Miami, inicia una nueva aventura profesional: abandona su anterior cargo en Merril Lynch y se asocia con Dynasty Financial Partners para lanzar Premia Global Advisors, una nueva firma independiente de asesoramiento, especializada en instituciones y familias con grandes patrimonios de todo el mundo y que estará basada en Coral Gables.

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Leading Global Financial Advisor, Miguel Sosa, Launches Premia Global Advisors in Partnership with Dynasty Financial Partners

One of the leading global financial advisors, Miguel Sosa, a seasoned Merrill Lynch Private Bank and Investment Group advisor with previous responsibility for managing over $400 million in client assets, announced that he has left Merrill Lynch and is partnering with Dynasty Financial Partners to launch a new firm, Premia Global Advisors LLC.

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Big Merrill Broker Launches His Own Investment Advisory Firm

A Merrill Lynch broker who managed more than $400 million in client assets has resigned, in part because of the brokerage’s overhaul of its international business last summer.

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Contact Us

Premia Global Advisors. All rights reserved 2017 © | Terms of Use
Premia is a registered investment advisor located in Coral Gables, FL. Premia’s advisors are registered representatives of Global Investor Services, LC (GIS), an unaffiliated registered broker-dealer and FINRA/SIPC member located at: 777 Brickell Avenue Miami, FL. When acting as registered representatives, securities products and services are offered through GIS.