In the evolving landscape of the financial industry, young professionals face a pivotal decision: embrace remote work or seek opportunities for in-person interactions. Levi Pettit, a seasoned investment professional, urges new entrants in the finance sector to consider the latter for the substantial learning and development it offers.

The transition to remote work, accelerated by the COVID-19 pandemic, has become a mainstay across various industries, including finance. However, Levi Pettit believes that the value of face-to-face engagement cannot be overstated, particularly for those at the beginning of their careers. “COVID changed a lot of things,” Pettit notes. “But for entry-level finance professionals, being in an office environment can be crucial for growth.”

Pettit, who graduated magna cum laude with a degree in finance and economics, has carved out a successful career path, starting with a role at Independent Financial as an enterprise risk management analyst. His early experiences highlighted the importance of continuous learning, a lesson imparted by his first boss, which Pettit continues to live by.

After his stint at Independent Financial, Pettit transitioned to a credit analyst role at Veritex Bank. It was here that a casual lunch with a former mentor led to a new challenge: helping to build a family office. The conversation opened doors for Pettit, showcasing how personal interactions can lead to unexpected career opportunities.

Working in a family office allowed Pettit to experience the finance world from a more intimate perspective. He relished the open communication and direct involvement with high-net-worth individuals, handling private equity and venture capital investments. “It was an amazing experience,” Pettit recalls. “I learned how these individuals approached both public and private investment opportunities.”

Currently pursuing an MBA at Pepperdine Graziadio Business School, Pettit encourages young professionals to seize opportunities for networking and mentorship within their organizations. He argues that observing leaders in action and participating in team dynamics are integral to professional growth.

In today’s remote-driven work environment, Levi Pettit’s insights serve as a reminder of the inherent value of face-to-face interaction. “If I was graduating today,” Pettit advises, “I would aim for a role that required in-office presence and fostered a strong team culture.” As the finance sector continues to adapt, his perspective offers a compelling case for balancing digital convenience with the timeless benefits of in-person engagement.