Content area
Additionally, Dynasty entered into an agreement with Global Investor Services LC in Miami to provide broker/dealer services for its partner firms which include custody, through its clearing agreement with Pershing LLC, a Bank of New York subsidiary, back office and trading solutions.
Financial adviser Miguel Sosa partnered with Dynasty Financial Partners to launch Premia Global Advisors LLC, a Coral Gables, Fla.-based independent advisory firm focused on working with high-net-worth families and institutions, according to an April 5 news release.
Sosa left Merrill Lynch Private Bank and Investment Group, where he previously had responsibility for managing more than $400 million in client assets.
Joining Sosa at Premia are Juan Landivar, manager of financial planning, and Eddy Park, client relationship manager, both from Merrill Lynch. Vivian Velazquez has joined the firm as chief compliance officer.
Premia has selected Fidelity Investments to custody their advisory assets.
In addition, Dynasty Financial Partners announced that Javier Rivero is joining the firm as senior vice president for the international division. He will be based in Dynasty's new office in Coral Gables. He is joining Dynasty after serving as president of Brickell Global Markets Inc.
Additionally, Dynasty entered into an agreement with Global Investor Services LC in Miami to provide broker/dealer services for its partner firms which include custody, through its clearing agreement with Pershing LLC, a Bank of New York subsidiary, back office and trading solutions. Sosa, Landivar and Park are all registered representatives of Global Investor Services and work out of the Global Investor Services branch in Coral Gables.
Copyright SNL Financial LC Apr 06, 2016