• October 22, 2025

Levi Pettit Highlights In-Person Opportunities for Young Finance Professionals

The shift to remote work has been a significant trend in the modern workplace, but finance expert Levi Pettit suggests that young professionals might be missing out on crucial opportunities by not being physically present in an office environment. As the world adapted to new working norms post-pandemic, many found the flexibility of remote work appealing. However, Pettit argues that this could potentially hinder early career growth.

Pettit, who graduated magna cum laude from the University of Texas at Dallas, emphasizes the invaluable learning that comes from face-to-face interactions. His career began at Independent Financial, where he navigated the complexities of enterprise risk management. Here, Pettit learned an essential lesson from his first boss about the importance of continuous learning in one’s career. This advice has evidently influenced his professional journey.

After a stint at Veritex Bank as a credit analyst, Pettit returned to a familiar industry — oil and gas — through a fortuitous lunch meeting with a former internship boss. This conversation eventually led him to a pivotal role in establishing a family office, where he thrived in a collaborative and open environment.

Pettit’s role as an investment associate at a single-family office provided him with exposure to diverse investment strategies, particularly in private equity and venture capital. His experience underscores how direct involvement in office culture can enhance understanding and professional growth.

Currently pursuing an MBA at Pepperdine Graziadio Business School, Pettit encourages new industry entrants to prioritize opportunities where they can observe and engage with leadership directly. According to Pettit, the dynamic of a physical office fosters a more cohesive team culture, an environment he believes is crucial for young professionals looking to excel in finance.