PFG | ABOUT
Strategic. Versatile. Reputable. These attributes are most valued in every competitive arena. The power forward position in hockey and basketball is considered the team’s complete player. At PFG we strive to be your complete advisory team for all your financial and estate matters. Since its genesis more than 30 years ago, Power Forward Group has delivered winning strategies to the discerning clients and professional advisors we serve. PFG is distinguished by the customized financial solutions we develop. We are proud of the long-term relationships we establish with all of our clients, across generations. As your key player, we will tailor a wealth-building plan with unmatched levels of attention and personal care, with your goals clearly in sight. We invite you to explore the advantages of recruiting us for your team. Together, we can power your financial future forward.
PFG | POWER FORWARD TEAM
Founder & Principal
Private Wealth Manager
Client Service Manager
Certified Financial Planner
TEAM | RUVIN LEVAVI • Founder & Principal
Ruvin Levavi founded Power Forward Group to provide creative financial solutions, with a focus on estate conservation, to professionals and their families in the New York City area. Leveraging his background as an estate planning attorney and a decade of experience as a financial advisor, Ruvin provides a comprehensive approach to maximizing generational wealth transfer and accumulation.
Ruvin comes from a family office with over 30 years of experience in the financial services industry. His father Jack opened their first firm in 1982 in the Empire State Building. Working closely with his father, Ruvin learned what clients valued most. Ruvin now dedicates his time to building close relationships with his clients, offering financial coaching and ensuring their affairs are handled professionally. Communication and personal relationships are at the core of his practice.
Ruvin earned his J.D. with honors from Fordham University School of Law in 2009 and received his B.A. from Brooklyn College, graduating Magna Cum Laude in 2006.
Ruvin enjoys playing hockey and skiing with his wife and children in upstate New York. He is actively involved in the Brooklyn school community and serves as a committee member at his children’s school. Ruvin is passionate about hockey and coaches a high school team in Brooklyn.
TEAM | CHRIS DeVITO • Financial Consultant
Chris DeVito joined Power Forward Group in 2017. Before joining PFG Chris worked as a financial advisor specializing in high net worth clients throughout all 50 states in developing long term investment strategies. In working with clients who have closely held multi-generational family businesses Chris understands the importance of preservation and planning for the future.
Chris was born and raised in New York where he attended Manhattan College before starting his own practice. He is also a member of his alma mater Archbishop Stepinac's Alumni Association and is actively involved in helping the all-boy private school continue its track record of excellence in the community.
Chris is an avid baseball player and in his spare time enjoys a pint of Guinness and a game of darts.
TEAM | JOHN CONTE • Private Wealth Manager
For the past 15 years, John has been helping professionals and new families navigate the landscape of personal finance and asset allocation. With over 1,000 hours of financial services education and four designations, including CERTIFIED FINANCIAL PLANNER™, he offers his clients thorough planning, with an emphasis on wealth protection and tax efficiency. John’s goal is to understand what is most important to his clients, then create a savings strategy to get there together.
TEAM | JACK HOROWITZ • Financial Advisor
As the newest member of the team, Jack brings enthusiasm, tireless energy and a unique perspective on the Millennial market to PFG. Born and raised in Brooklyn, New York, Jack earned a bachelors degree in management from Baruch and Brooklyn College. Jack’s work ethic is matched by his commitment to giving back, which is reflected in the impeccable care he provides both to his clients and their families. Jack’s commitment extends to the community, where he volunteers by teaching preschoolers to read. He is also coach of the local middle school hockey team.
TEAM | LINDA VESCIO • Client Service Manager
With over 5 years of experience in the financial services industry, Lin joined PFG to help drive client relationships. Lin is responsible for the day-to-day management of GPFGs affairs, duties that include processing new business applications, servicing client policies and acting as the go-to person for estate planning information. Her attentiveness and superior communication skills ensure an exceptional experience for all who interact with PFG. In her daily practice she strives to address every client’s specific needs and concerns, making her a valuable and trusted member of the PFG team.
TEAM | MIKAELA SCANLON • Managing Director
Mikaela Scanlon joined Power Forward Group as Managing Director to support the implementation and management of the estate solutions and financial plans designed by the expert team of advisors at PFG. Mikaela creates an exceptional client experience through her careful attention to detail, accessibility and aptitude to simplify complex planning matters.
Having worked previously as an independent financial advisor, Mikaela has the knowledge to empower PFG clients with the tools and resources needed to implement their strategic plan.
Mikaela graduated with Magna Cum Laude honors from Seton Hall University's Stillman School of Business with a triple major in finance, management, and marketing. She currently serves as secretary for the Irish-American Association of Rutherford, New Jersey. Mikaela enjoys kickboxing, college basketball and exploring New York City.
TEAM | JIM COONEY • Certified Financial Planner
Jim joined the Power Forward Group to bring planning expertise, education and, knowledge to their clients.
PFG | CONTACT
The Power Forward Group
2 Park Ave, Suite 300
New York, NY 10016
We know choosing an advisor isn’t easy. That’s why we recommend a tryout.
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