Levi Pettit is an MBA student at Pepperdine Graziadio Business School with a strong foundation in investment management and banking. Before his MBA, he worked as an Investment Associate at a single-family office, managing private equity and venture capital investments. His role included evaluating new opportunities, conducting due diligence, and monitoring portfolio performance. Levi’s career began in commercial banking as an Enterprise Risk Management Analyst, followed by a position as a Credit Analyst at Veritex Bank. He graduated Magna Cum Laude from The University of Texas at Dallas with a double major in Finance and Economics and was captain of the men’s golf team for two seasons. As a student-athlete, he earned recognition as a two-time Cleveland/Srixon Academic All-America Scholar. Levi is also a CFA® charterholder.
Managed a first-generation, single-family office portfolio of alternative investments including commercial real estate, private equity, and venture capital investments
Evaluated opportunities via internal underwriting process by developing financial models and investment
Worked directly with 4 management teams of portfolio companies by providing corporate finance expertise for capital market transactions and internal FP&A
