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Andrew Sokoloff

Andrew Sokoloff is an Analyst in the Banking Advisory at Pivot>, leveraging his experience in business operations and client relations from previous roles in private banking and asset management. Prior to joining Pivot, Andrew completed the Private Bank/Asset Management Development program at PNC Bank, where he held multiple client-facing and operations roles.

During his time as a Banking Analyst and a Fiduciary Analyst, Andrew supported high net-worth clients with assets ranging from $1M to $20M. His experience includes business development, financial planning, trust and estate management, and legal issue resolution. As a Strategy and Operations Analyst with Hawthorn Private Bank, he supported the Chief Operating Officer in managing ultra-high net-worth clients ($25M and above) and played a key role in launching the Donor Advised Fund to an online platform.

Andrew holds a degree in Finance from the University of Dayton and is active in his community, serving as a Boys’ Basketball Varsity Assistant Coach at McDowell High School, an Assistant Coach/Trainer at Erie County Athletic Academy, and a volunteer with the Church of the Nativity.

Our Story

Pivot > originated from a conversation between friends, Lance Miller and Peter Elkin, both veterans of restructuring and turnaround industries, and former company leaders. Frustrated with the traditional advisory firm model, they sought a better approach centered on client interests and results. Over dinner, they envisioned a best-in-class value proposition, which eventually became Pivot >, attracting like-minded individuals who shared their mission and industry distinctions.

Our core principles include delivering bespoke solutions tailored to each situation, prioritizing long-term client relationships over fees, and fostering the growth and well-being of our employees. Unlike many firms in the industry, we operate under a shared compensation model, ensuring everyone is invested in our clients’ success. As we continue to grow, we remain committed to providing exceptional service and building lasting relationships with our clients.

– Co-Founders Lance Miller & Peter Elkin