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Financial Solutions that span

geographies

Premia is skilled at working across borders for your global needs

Financial Solutions that span

generations

Premia helps you manage the legacy of your wealth and values

Financial Solutions that span

complex challenges

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

Fidelity Addepar Pershing

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.

Our Latest Video from Miguel Sosa

March Update:
Market Concerns and Our Approach

March 12, 2020

OUR LATEST VIDEO FROM Miguel Sosa

Concerns and Opportunities Ahead

February 26, 2020

Our Latest Video from Miguel Sosa

What's Important Now

December 20, 2019

Our latest video from Miguel Sosa

Trying To See The Forest From The Trees

November 21, 2019

International Video Series

Miguel Sosa on Review Calls

June 24, 2019

International Video Series

Miguel Sosa on Account Structures

June 24, 2019

International Video Series

Miguel Sosa on Estate Planning for International Clients

June 19, 2019

Weathering The Slowdown

Late Stage Ideas from Miguel Sosa

April 24, 2019

Lessons Learned 10 Years after March 2009

March 19, 2019

Business Cycles Matter

Miguel Sosa on the importance of global business cycles

January 28, 2019

Emotions & Rational Thoughts

December 27, 2018

Volatility brings opportunity

December 11, 2018

Just when you thought it was safe...

November 01, 2018

Stay the Course...

October 12, 2018

World Wide Economic Growth and Possible Investments

July 25, 2018

Socially Responsible Investing

May 11, 2018

Una segunda opinión

March 19, 2018

Keep your eyes on the prize

March 15, 2018

Values Based Investing

Premia Global Advisors Discusses Values Based Investing

November 16, 2017

PGA ESG Video

PGA ESG Video

September 19, 2017

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Introduction

Our priority is to deliver independent and innovative advice to our clients.

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

Our priority is to help you find ways to live a rich life.

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
Jason Pinkham
Director, Eastern Division
Joseph Dursi
Chief Investment Officer
Vivian Velazquez
Risk, Ethics, and Compliance Advisor
Scott Welch
CIO – Model Portfolios, Wisdom Tree
Daniel Rosales
Financial Planning Manager

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.  Recently, Mr. Sosa served as a panelist on the Managing Investments in a Volatile, Low-Yield Environment session at the Global Private Wealth Summit, New York, April 2017.

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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.


Email: msosa@premiaglobaladvisors.com

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.

Email: epark@premiaglobaladvisors.com

Jason Pinkham
Director, Eastern Division

Jason Pinkham* 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. Pinkham provides assistance with new business opportunities and collaborates on any operational challenges.

Mr. Pinkham oversees all relationship management matters related to the Eastern and International Divisions which include working with Dynasty’s existing Network Advisors on opportunities, collaborating with the business development team for profiling new teams joining the platform and overseeing transition and relationship management for all teams. In addition, Jason will evaluate and build out partnerships with key resource partners to support Dynasty’s advisors with eastern and international opportunities.

Prior, Jason spent five years working for Major League Baseball and the Pittsburgh Pirates where he had a variety of responsibilities including player development, baseball operations, and marketing. He began his career as a financial advisor with Morgan Stanley in Naples, FL.

He received his BA in economics from Bates College where he also played baseball.
*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.


Email: jasonpinkham@dynastyfp.com

Joseph Dursi
Chief Investment Officer

Joseph Dursi is Dynasty's Chief Investment Officer and Chair of the Investment Committee and is responsible for overseeing Dynasty’s investment platforms, managing relationships with third party due diligence and research partners, working closely with network firms to deliver institutional quality investment solutions to their clients, and continuing to enhance Dynasty’s award winning Outsourced CIO offering.  He 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 two children 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.


Email: jdursi@dynastyfp.com

Vivian Velazquez
Risk, Ethics, and Compliance Advisor

Ms. Velazquez has more than 25 years of experience in the securities industry, in both the private and regulatory sectors. She previously 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.
The above individual is an independent consultant and is not an employee, representative or agent of Premia . Biographical information provided on this website is solely for purposes of showing the scope and breath of Premia’s available resources and its support team. Consulting services available through NCS Regulatory Compliance through an engagement with Dynasty Financial Partners.


Email: info@vandvconsultinggroup.com

Scott Welch
CIO – Model Portfolios, Wisdom Tree

Scott Welch is the Chief Investment Officer – Model Portfolios for WisdomTree Asset Management, a factor-based ETF product sponsor and model portfolio solutions provider. In this role, Scott is a member of both the Investment and Asset Allocation Committees, responsible for overseeing the asset allocation, portfolio construction, and ongoing management of WisdomTree model portfolios.

Scott was formerly the Chief Investment Officer and Chair of the Investment Committee at Dynasty Financial Partners. Prior to joining Dynasty, Scott was a Co-Founder and former Chief Investment Officer of Fortigent, LLC, a provider of outsourced investment research, technology, and practice management solutions to RIAs and banks that targeted high net worth investors.

Prior to joining Fortigent and its predecessor RIA Lydian Wealth Management in 1998, Scott 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 landscapes, and he is an award-winning author of numerous articles that have appeared in a variety of industry trade journals.

Scott holds the Certified Investment Management Analyst (CIMA®) designation and earned the Investment Strategist, Advanced Investment Strategist, and Alternative Investments Certificates from the Investments & Wealth Institute (IWI). Management.

He sits on the Board of Directors of the IWI, the Advisory Board of the ABA Wealth Management & Trust Conference, and the Editorial Advisory Boards of the Journal of Wealth Management and the IWI Investments & Wealth Monitor. Scott earned a Bachelor of Science in Mathematics from the University of California at Irvine and an MBA with a concentration in Finance from the University of Massachusetts at 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.


Email: swelch@dynastyfp.com

Daniel Rosales
Financial Planning Manager

Daniel Rosales, CIMA®, is an Investments and Financial Planning Manager for Premia Global Advisors. Daniel holds several responsibilities within the team, including investment proposals, investment research, trading and reporting.

Daniel began his career in engineering with Enel Distribution in Lima-Peru. He then moved to Boston where he joined Natixis Global Asset Management as an investment consultant, before relocating to Miami as Managing Regional Director for the distribution of Offshore Funds.

Daniel earned a bachelor’s degree in Electronic Engineering from Universidad Ricardo Palma in Lima-Peru. He also holds the Certified Investment Management Analyst® designation.

He lives in Coral Gables with his wife Veronica and their son Ian Daniel. He enjoys reading, playing tennis and running.
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.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.


Email: drosales@premiaglobaladvisors.com

Our Partners

Atrato Advisors

Atrato Advisors is a boutique alternative investment advisory and consulting firm. Working predominately with family offices, wealth management platforms, and institutions, Atrato develops and executes highly customized alternative investment research and advisory mandates across hedge fund, private credit, private equity, and real asset disciplines. Our capabilities include investment strategy research, fund manager sourcing and diligence, operational evaluation, portfolio construction, and risk analytics.

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 empowers investors and advisors to navigate the increasingly complex world of investment management. Addepar features data aggregation and reconciliation, portfolio analysis, a client-centric reporting experience, and integrations and API. Hundreds of single and multi-family offices, wealth advisors, large financial institutions, endowments, and foundations manage $750 billion of assets on the Addepar platform.

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

Insigneo 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).

Insigneo

For the past 20 years, Insigneo 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, Insigneo, 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/Commentary

Apr
02

Apr
02

Quarterly Market Comment Jan-Mar 2020

Dear friends,

We want to extend our well-wishes to you and your families as we all become used to every corner of our homes.

Please find attached the 1st Quarter Market Comment.  Lots to review.

We continue to monitor things carefully and develop ideas to implement in our portfolios when we feel the timing is appropriate. 

We believe that how we live and most aspects of our lives will change.  There are many things that will be disrupted in our lives and we have identified investments that should benefit from these changes.

We remain actively committed to updating our clients and would love to share our thoughts with you, and the ways we may be able to help you navigate this challenging environment.

Stay safe and healthy.

Read Article

Mar
30

Mar
30

Weekly Market Commentary

Please find attached our Weekly Market Comment.
We hope you are being careful with your interactions and staying healthy.
Please pray for the men and women who are at the forefront of trying to manage and control this pandemic.
Warm regards.

Read Article

Mar
23

Mar
23

Weekly Market Commentary

I don’t remember such a volatile period as we are going through.  As such, it’s important to find ways to stay disciplined about the investment decisions that were made and put in place when things were calmer.  This is important to remember.

We are here to be a source of advice and guidance.  Please reach out to me for any questions or conversations around how we can navigate these challenges.

Stay calm and we will all get through this together.

Warm regards.

Read Article

Mar
16

Mar
16

Weekly Market Commentary

Please find attached, the Premia Global Advisors' Weekly Market Comment for March 16th, 2020.
We hope you have a wonderful week.
Thank you.

Read Article

Mar
09

Mar
09

Weekly Market Commentary

Please find attached our Weekly Market Comment for March 9, 2020.
We are starting the week on a very volatile note. I just want to reiterate that we at Premia are keeping a close eye on things and we try to make sound investment decisions based on facts.
We are experiencing a certain degree of panic that doesn't match well with a process-driven approach. We are asking for patience from our clients, but please keep in mind that patience does not mean passiveness.  We are looking through our portfolios to see what needs to change, if anything.
I am happy to discuss these points further at your convenience.  
Warm regards.

Read Article

Mar
02

Mar
02

Weekly Market Commentary

Please find attached the Premia Global Advisors' Weekly Market Comment for March 2nd, 2020.
We hope you have a wonderful weekend.
Thank you.

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Feb
24

Feb
24

Weekly Market Commentary

Please find attached the Premia Global Advisors' Weekly Market comment for February 24th, 2020.
We hope you have a wonderful week.
Thank you.

Read Article

Feb
10

Feb
10

Weekly Market Commentary

Please find attached the Premia Global Advisors' Weekly Market Comment for February 10th, 2020.
We hope you have a wonderful week.
Thank you.

Read Article

Feb
03

Feb
03

Weekly Market Commentary

Please find attached Premia Global Advisors' Weekly Market Comment for February 3, 2020.
We hope you have a wonderful week.
Thank you.

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Feb
03

Feb
03

January 2020 Market Monthly Newsletter

Please find attached our January 2020 Market Monthly Newsletter.
We hope you find it useful.
Warm regards.

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Jan
27

Jan
27

Weekly Market Commentary

Please find our Weekly Market Comment for January 27, 2020.  
We hope you enjoy it and find it useful.
Have a wonderful week.

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Jan
21

Jan
21

Weekly Market Commentary

Please find attached our latest Premia Weekly Market Commentary for January 21st, 2020.  
We hope you enjoy it and have a wonderful week.
Warm regards.

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Jan
13

Jan
13

Weekly Market Commentary

Please find attached our Weekly Market Commentary for January 13th.
We hope you find it useful and we wish everyone a wonderful week.
Warm regards.

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Jan
06

Jan
06

First Weekly Market Commentary of the Decade

We wish everyone a Happy New Year as we send our first Premia Weekly Newsletter of 2020.
We hope you continue to enjoy it and we welcome any comments.
Enjoy your week.

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Jan
02

Jan
02

Annual Market Review 2019

We hope you are enjoying the holidays and that they've been an opportunity to share great memories with family and friends.
We are sending you our Annual Market Review for 2019.  We hope you find it useful.  Feel free to share it with others.
Wishing you all a wonderful 2020 and may it be filled with good health and wonderful interactions.

Read Article

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Contact Us

Premia Global Advisors. All rights reserved 2020 © | Terms of Use
Premia Global Advisors, LLC (“Premia”) is an investment advisor located in Coral Gables, Florida. Premia offers a broad range of investment advisory and brokerage wealth management products and services.  Premia’s advisors are also registered representatives of Insigneo Securities LLC (Insigneo), an unaffiliated registered broker-dealer and FINRA/SIPC member located at: 777 Brickell Avenue Miami, Florida.  When acting as registered representatives, securities products and services are offered through Insigneo. Investment advisory and brokerage services involve different types of services, fees, compensation arrangements, rights and responsibilities. For a description of our services and fees, please refer to our Form ADV Part 2 Brochure available through the SEC’s website at www.adviserinfo.sec.gov,  or  contact your advisor for additional information.