On April 5, 2016, Dynasty Financial Partners announced a partnership with start-up investment advisory firm Premia Global Advisors, the hiring of a senior vice president to expand international business opportunities, and a new broker-dealer service agreement.
Dynasty Financial Partners (“Dynasty”) partnered with Premia Global Advisors LLC (“Premia”), which was founded by Miguel Sosa, a former Merrill Lynch Private Bank and Investment Group advisor. In his previous role at Merrill Lynch, Sosa was responsible for managing more than $400 million in client assets. Both Sosa and Premia will now focus on wealth-management strategies for affluent business owners, entrepreneurs, executives, and global families. Premia is an SEC- registered independent advisory firm, based in Coral Gables, Florida.
Dynasty provides investment advisory services, in addition to developing and integrating management tools for independent investment advisors. It has offices in New York, New York, Chicago, Illinois, Coral Gables, Florida, and San Francisco, California.
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