Our Team
John Norquay, President & CEO - John founded PivotPoint Advisors after having served with UBS Financial Services as an Account Vice President. He has a diverse background in Financial Planning, served as financial advisor to the federal courts and law enforcement agencies throughout the Midwest, and currently serves as a corporate benefits advisor to area businesses and frequently speaks on various topics related to asset preservation.
John focuses on retirees concerned with wealth management, asset preservation and tax efficient planning. He is a product of the UW Whitewater business school and before joining UBS, was President of Vanguard Capital Management, an independently owned financial planning firm. John is a Registered Principal with the NASD (Series 24) holds his Stock Brokers license (Series 7) and is a Registered Investment Advisor (Series 65).
View a personal letter from John.
View John’s Forward to the book, “Capturing Profit with Technical Analysis”.
Don Miller, Chief Investment Officer - Don joined PivotPoint Advisors as Chief Investment Officer in early 2011 after having established a track record as one of the financial industry’s top traders and educators. Over the last decade, he has created numerous instructional tools for individual investors and professional traders, and has mentored hundreds of investors and traders on the technical and psychological aspects of the financial markets.
Don has spoken at numerous industry forums including the International Traders Expo and American Association of Individual Investors, and has had his market insights published in multiple periodicals and online publications including Technical Analysis of Stocks & Commodities, SFO Magazine, MoneyShow.com, and TradingMarkets.com. Don has a summa cum laude BSBA degree from Bryant College with a major in Accounting, an Executive MBA from the University of Wisconsin, is a Certified Management Accountant, and is a Registered Investment Advisor (Series 65).