Member Spotlights: Celebrating 40 Years of Exceptional Advisors
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
This Month's 40th Anniversary Spotlight
Miguel Sosa, CIMA®
Founding Partner, Premia Global Advisors
Member since 1995
What inspired you to join the Investments & Wealth Institute initially?
IWI (previously IMCA) was and is the gold standard for providing a certification that legitimizes our professional skills. IWI was the pioneer in bringing technical knowledge and qualifications to investment advisors like myself. It moved the needle from just trading ideas to professionalizing investment advice.
How has the Institute shaped your career over the years?
It has continued to challenge me to keep abreast of all aspects of the investment world. It has encouraged me to continue to seek innovative ideas and keep up to date with all aspects of working with both individual and institutional relationships.
As the Institute celebrates 40 years, what are your hopes for its future?
That it continues to lead the way towards the professionalism that all advisors need to demonstrate, it continues to seek and deliver presentations that are both enhancements to what we do each day and to expose us to what's next. Always looking into the future.
What do you like to do for fun?
Competitive fishing for Marlin.
What is something not many people know about you?
Many of the things I do today are the result of wonderful leadership while I was in the US Air Force.
Can you share one of your favorite memories from an Institute event or program?:
I think the quality of the presentations has continued to evolve as the investments world has too. The events are an opportunity to make connections and get together with old friends.
What is the best vacation you've taken?
There are many: African safari, touring Tuscany, family trips to South and Central America. Tournament fishing overseas.
Past Spotlights
Did You Know?
Your Membership Just Got an Upgrade
IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.
Learn More