1 / 3

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

September Update:

ESG Investing & How Premia Can Help

August Update: What do we do now? | Tailoring Portfolios

August Update: What do we do now? | Tailoring Portfolios

Premia Global Advisors – Working with Offshore Clients

Our latest video from Miguel Sosa

Trying To See The Forest From The Trees

Finding Opportunities Beyond The Headlines

Finding Opportunities Beyond The Headlines

ESG Investing

ESG Investing

International Video Series

Miguel Sosa on Review Calls

International Video Series

Miguel Sosa on Account Structures

International Video Series

Miguel Sosa on Estate Planning for International Clients

Advantages of an income producing portfolio

Advantages of an income producing portfolio

Business Cycles Matter

Miguel Sosa on the importance of global business cycles

Values Based Investing

Premia Global Advisors Discusses Values Based Investing

PGA ESG Video

PGA ESG Video

1

/

14

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

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

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

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

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).

1

/

4

News/Commentary

Weekly Market Comment

Dear Friends,

Please find attached the Weekly Market Comment for November 23, 2020.

We hope you find it useful and we wish you all a wonderful week.

Please keep in mind that this is a short week.  Thursday is Thanksgiving and Friday is a half day.

Warm regards.

Read Article

Weekly Market Comment

Dear Friends,

Please find our latest Weekly Market Comment, November 16, 2020.

We hope you enjoy it and find it useful.
Have a wonderful week and stay safe.

Warm regards.

Read Article

Weekly Market Comment

Dear Friends,

Please find attached our latest Weekly Market Comment.

We hope you have a good day and rest of week.

We remain at your service for anything you may need.


Warm regards

Read Article

Weekly Market Comment

Dear Friends,

Please find attached the latest Premia Weekly Market Comment.

We hope you find it useful and enjoy it.

Have a wonderful week.

Read Article

Monthly Commentary - October 2020

Dear Friends,

Please find attached the October 2020 Premia Market Commentary.
It was a bit of a wild ride last month and it appears we’re still on it.
I’m sure things will become more stable once we can get over the election results and we continue to gain ground on a vaccine for COVID-19.
We remain available to go over this or any other matter you see fit.

Warm regards.

Read Article

Weekly Market Comment

Dear Friends,

Please find attached the latest Premia Weekly Market Comment dated October 26, 2020.

We hope you find it useful and we wish everyone a very good week.

Warm regards.

Read Article

Weekly Market Comment

Dear Friends,

Please find attached our latest Weekly Market Comment.

We hope you have a wonderful week and be safe.

Warm regards.

Read Article

Weekly Market Comment

Dear Friends,

Please find attached Premia Global Advisors' Weekly Market Comment for October 12, 2020.

We hope you find it useful and feel free to share it.

Thank you.

Read Article

Weekly Market Comment

Dear Friends,

Please find attached Premia’s most recent Market Comment.

We hope you have a wonderful week and find this information useful.

Warm regards.

Read Article

Monthly Commentary - September 2020

Dear Friends,

Please find attached Premia Global Advisors’ Third Quarter of 2020 Review and Commentary.

We hope you enjoy it and find it useful.

We welcome your inquiries and comments.

Feel free to share it with others.

Warm regards. 

Read Article

Weekly Market Comment

Dear Friends,

Please find attached the most recent Premia Weekly Market Comment.

We hope you find it useful.

Have a wonderful week.

Warm regards.

Read Article

Weekly Market Comment

Dear Friends,

Please see attached our latest Weekly Market Comment.

We hope you enjoy it and have a wonderful week.

Warm regards. 

Read Article

Weekly Market Comment

Dear Friends,

Please find attached the Premia Weekly Market Comment for September 14, 2020.

We hope you enjoy it and have a wonderful week.

Please stay safe and healthy.

Warm regards.

Read Article

Weekly Market Comment

Dear Friends,
Please find attached our most recent Weekly Market Comment.
We hope you enjoy it and find it useful.
Have a wonderful week.
Warm regards.

Read Article

Monthly Commentary - August 2020

Dear Friends,

Please find attached Premia Global Advisors Monthly Report for August 2020.

We continue to monitor things closely and remain cautiously optimistic as we work through this recovery.

We hope you are all staying safe and healthy.

Warm regards

Read Article

Weekly Market Comment

Dear Friends,

Please find attached the latest Premia Weekly Market Comment, August 31, 2020.

We hope you find it useful and enjoy its content.

Please let us know how we may be of assistance and may you have a good week.

Warm regards. 

Read Article

Weekly Market Comment

Dear Friends,

Please find attached the latest edition of the Premia Weekly Market Comment.  We hope you find it useful and enjoy its content.

Please stay safe and be careful out there.

Warm regards. 

Read Article

Monthly Commentary - July 2020

Dear Friends,

Please find attached our most recent Monthly Update, July 2020.  We hope you find it useful.

Hard to believe we are already in August.  I don’t recall a year when so much has happened in such a short time, and mostly confined to my home.

I hope you and your families are doing well and staying safe.

As always, feel free to reach out for any comments or questions.

Warm regards.

Read Article

Quarterly Market Review April - June 2020

Dear Friends,

Please find attached our Quarterly Report for the 2nd Quarter of 2020.  And what a quarter it was!

We hope you find this information useful.  We look forward to hearing from you soon.

Warm regards. 

Read Article

1

/

10

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.