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
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.
Please play a short introduction to Premia Global Advisors.
October Update:
Our 4th Quarter Outlook
October 19, 2020
September Update:
ESG Investing & How Premia Can Help
September 17, 2020
August Update: What do we do now? | Tailoring Portfolios
August Update: What do we do now? | Tailoring Portfolios
August 05, 2020
Premia Global Advisors – Working with Offshore Clients
January 01, 2020
Our latest video from Miguel Sosa
Trying To See The Forest From The Trees
November 21, 2019
Finding Opportunities Beyond The Headlines
Finding Opportunities Beyond The Headlines
October 10, 2019
ESG Investing
ESG Investing
September 30, 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
Advantages of an income producing portfolio
Advantages of an income producing portfolio
June 03, 2019
Business Cycles Matter
Miguel Sosa on the importance of global business cycles
January 28, 2019
Values Based Investing
Premia Global Advisors Discusses Values Based Investing
November 16, 2017
PGA ESG Video
PGA ESG Video
September 19, 2017
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
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.
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Eddy Park
Client Relationship Manager
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.
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Daniel Rosales
Financial Planning Manager
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.
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.
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Kelly Berenbaum
Vice President, Relationship Management
Kelly and the Relationship Management team are responsible for the ongoing partnerships with the Dynasty Network advisors. Kelly has more than 25 years of industry experience, in leadership roles across marketing, technology, client experience & research.
Kelly holds a Master of Business Administration from the University of South Florida, as well a Bachelor of Arts in International Business from Eckerd College. She also holds the CERTIFIED FINANCIAL PLANNERTM certification.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Joseph Dursi
Chief Investment Officer
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.
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Vivian Velazquez
Risk, Ethics, and Compliance Advisor
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.
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Scott Welch
CIO – Model Portfolios, Wisdom Tree
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.
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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 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).
News/Commentary
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Oct |
Oct Weekly Market CommentDear Friends, |
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Oct Weekly Market CommentDear Friends, |
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Oct Weekly Market CommentDear Friends, |
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Oct |
Oct Monthly Commentary - September 2020Dear Friends, |
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Sep |
Sep Weekly Market CommentDear Friends, |
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Sep Weekly Market CommentDear Friends, |
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Sep Weekly Market CommentDear Friends, |
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Sep Weekly Market CommentDear Friends, |
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Sep |
Sep Monthly Commentary - August 2020Dear Friends, |
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Aug |
Aug Weekly Market CommentDear Friends, |
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Aug |
Aug Weekly Market CommentDear Friends, |
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Aug |
Aug Monthly Commentary - July 2020Dear Friends, |
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Jul Quarterly Market Review April - June 2020Dear Friends, |