Levi Pettit Advocates for In-Person Opportunities in Finance
In an era where remote work is increasingly becoming the norm, investment professional Levi Pettit is advocating for young finance professionals to seize in-person opportunities to propel their careers. While the convenience of working from home is undeniable, Pettit believes that face-to-face interactions offer valuable learning experiences that can’t be replicated online.
Levi Pettit, who graduated magna cum laude from the University of Texas at Dallas with a double major in finance and economics, has navigated the financial sector with roles at Independent Financial and Veritex Bank. Pettit emphasizes that entry-level professionals should prioritize roles that require them to be physically present in the office, as it allows for richer engagement with mentors and peers. “In my experience, the growth I’ve achieved has come from being in environments where I can interact directly with my colleagues and leaders,” Pettit explains.
The finance sector demands not only technical skills but also nuanced understanding gained through observation and interaction. Pettit recounts his journey from enterprise risk management to his role as an investment associate at a first-generation, single-family office. Here, he dealt with high-net-worth clients and their diverse portfolios, gaining insights that have shaped his career.
Pettit’s career trajectory underscores the importance of networking and mentoring. In a meeting over lunch with a former boss, Pettit was offered the chance to help establish a new family office. This opportunity arose because of the connections and trust built through previous, in-person interactions. It’s a testament to the power of keeping professional relationships alive and engaging with industry leaders.
Beyond the technical acumen, Pettit believes young professionals benefit immensely from observing decision-making processes within companies. “Unfortunately, I just don’t think remote environments provide that opportunity,” Pettit notes. He advises new graduates to seek roles that foster team culture and regular human interactions, as they are keys to professional development.
As Pettit continues his academic journey at Pepperdine Graziadio Business School’s MBA program, his experiences serve as a reminder that while the flexibility of remote work is appealing, the traditional office environment still holds significant value for those early in their careers. For Levi Pettit, the path to growth in finance is paved with in-person learning and engagement opportunities that build a foundation for long-term success.